Solved uv_user_instance table

[pl00]

There are two columns in the uv_user_instance table source and designation for which I request some advice please.
All the entries in source are populated with website. I've changed a couple, but it doesn't seem to have any material effect.
designation can be populated when adding an agent (member), but not a customer. Apart from the agent (member) screen, I can't see where it's displayed.

The reason for my questions is that I'm looking at storing some additional static information against customers, specifically a member id and a team association. Ideally, I'd like to have the designation displayed under the customer name/contact when viewing a ticket and use the source to auto assign tickets to the correct team.

Any advice/guidance you can offer would be appreciated.

I'm helping a not-for-profit organisation and I'd hoping to move them away from the current, highly manual, call tracking system. I can see uvdesk being a pretty good fit and am attempting to address my view of the road blocks they'll throw up before I even show it to them.

TIA

[peopleinside]

Hi @pl00, thank you for your question!
Let's wait a developer reply. Asap a UVdesk team member should reply to you here.
Thanks for the patience!
@Sanjeev

[Sanjeev]

Thanks for your interest in uvdesk opensource.

@pl00 said in uv_user_instance table:

All the entries in source are populated with website. I've changed a couple, but it doesn't seem to have any material effect.

Using the source field you will get to know how customer register with helpdesk . You can check it in your customer listing it will show you source from where customer get registered with you it depends on how customer generated his first ticket via email or website.

designation can be populated when adding an agent (member), but not a customer. Apart from the agent (member) screen, I can't see where it's displayed.

Admin or super admin can check designation of a agent vice versa in case you have lots of agent and you want to check designation of a agent.

You can show it in case of customer as well.

[pl00]

Thanks for the response from which I gather that I can use the columns source and designation without impacting the operation of UVDesk.

Incidentally, what's your expectation of content of the designation column?

[Sanjeev]

@pl00 said in uv_user_instance table:

what's your expectation of content of the designation column

You need to fill the position someone holds or you can make it blank as well.