KnowledgeSync Ideas

Ideas for the KnowledgeSync software product including EventPaks.

Add a "Move" feature to records (Queries, Events, and even Applications).

We should allow users to "reorganize". For example: Customer discovers they've got a lot of Events monitoring quote activity. They decide to create an Application just for Quotes and want to move the Queries and Events from one application to the new Quotes application. Right now the only option is "Copy" which means you still have to go back to the original Application and delete the record if you truly want to "move" the item. Additionally, the selection of multiple records for copying or movement would also make sense versus having to move things one at a time (this might be a separate idea).

And again Applications might be a separate request, but again, in the spirit of organization, if a customer wants to change out the structure of their application list with folders, rather than having to export to an EventPak and re-import, allow the movement of an Application to a different folder in the structure. I would say this is lower priority than the ability to move items between Applications.

  • Mike Bonfig
  • Jul 30 2020
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  • Mike Bonfig commented
    July 30, 2020 13:18

    One additional comment - when considering this idea, think of how you treat your e-mail folders, OneDrive storage or any other storage area you use in computing and how after some time you realize that you maybe had redundant folders that could be consolidated or that your structure could be better mapped out. Or that there's enough info to create a new folder and split the information to put some of the records from Folder A into Folder B. This is the same idea in the KnowledgeSync Application area.