Is it possible to auto-display user contact information in Cireson Request Offerings?

Richard_Carter

Hello All,

We want to show users what contact information we have on file for their account through the AD connector to have them verify that it is accurate.  We've seen options that allow for this on work items post-submission, but nothing to display the information while they're submitting a work item.  Has anyone developed this, or have any idea if it can even be done?

Thanks in advance

Jeff_Lang

This can definitely be done, we currently have the customers contact details on the right side of both the home page and all ARO's, we have even setup a totally automated service request for customers to update their own details (for the details we allow them to change).

unfortunately i can't upload the code as it is, as it also does a lot of other custom stuff that we have. i'll see if i can create a cut down version  to upload later for ARO pages.

below is a screen shot of our home page with the details on the right, the same is done for ARO's as well. The only part of the customer details that cannot be shown easily out of the box is the Manager, to do this we had to create a new type projection.

Jeff_Lang

This can definitely be done, we currently have the customers contact details on the right side of both the home page and all ARO's, we have even setup a totally automated service request for customers to update their own details (for the details we allow them to change).

unfortunately i can't upload the code as it is, as it also does a lot of other custom stuff that we have. i'll see if i can create a cut down version  to upload later for ARO pages.

below is a screen shot of our home page with the details on the right, the same is done for ARO's as well. The only part of the customer details that cannot be shown easily out of the box is the Manager, to do this we had to create a new type projection.

Richard_Carter

Jeff, thanks for the feedback.  We never thought about putting it on the home screen as you have.  This has given us a good idea on a way forward.