Jacques van Zyl Posted February 23 Report Share Posted February 23 Please create a mechanism to persist some preferences across cases for an individual user. Every time I open a new case I have to go to preferences and select "no" for Show timeline (to give me more screen real-estate) and go to Facets to select "no" for Location facet auto expand data sources, etc. which are my "preferences". It becomes tedious after a while to keep on doing the same thing over and over again. Quote Link to comment Share on other sites More sharing options...
jon.pearse Posted February 24 Report Share Posted February 24 Hi Jacques, have you tried using case templates? Quote Link to comment Share on other sites More sharing options...
ŁukaszBachman Posted February 24 Report Share Posted February 24 Hi, fully agree. This is another thing that we wish to have in one of future releases. Case templates may allow you to transfer certain preferences between cases, but a lot of UI-specific settings are still kept in the browser, which means they won't be transferred. The general idea that we have is to allow those user "profiles" to be synced with the server and maybe even something that admin users could control (like setting default profile for all users0. Quote Link to comment Share on other sites More sharing options...
Jacques van Zyl Posted February 24 Author Report Share Posted February 24 Hi Łukasz, that will be exactly what I suggest.. @Jon the templates would apply defaults at a case level (no?), and I'm desperate for this to be done at a user level.. Quote Link to comment Share on other sites More sharing options...
ŁukaszBachman Posted March 2 Report Share Posted March 2 Yup, that's what I'm saying We are on the same page here, just need some development manpower to get this done. Quote Link to comment Share on other sites More sharing options...
Simon Céré Posted May 25 Report Share Posted May 25 Thank you for this post. I just tried using the case template function and it works great to replicate basics preferences, tags and other. Lots of time saved! Quote Link to comment Share on other sites More sharing options...
jon.pearse Posted May 26 Report Share Posted May 26 Thanks for the feedback!! Quote Link to comment Share on other sites More sharing options...
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