Service Request List Workflow Enhancements
To improve workflow, we're working to reduce the number of steps it takes to complete common actions. Towards that end, we're adding an "Update" button to every row in the Service Request list. The button can be found in the last column on the right side of the Service Request list.
When clicked, the "Update" button reveals a menu of actions that can be taken on the selected Service Request. Common actions, like "Change Status" or "Add Comment" will open in a popup box that overlays the list (without leaving the current page), making it easy to work through a list of Service Requests with minial steps.
NOTE: If you're accustomed to using the quick status change icon that used to appear in the Service Request list, you'll now simply click the "Update" button and select the first action, "Change Status". We've also eliminated the separate "Add Labor", "Edit", and "Print" icons (those actions can be found in the "Update" button menu) that used to appear in the Service Request list in an effort to clean-up the user interface and make more efficient use of space.
Other Improvements to the Service Request List
- Performance Improvements - performance when working with large lists has been improved dramatically.
- New Page Navigation - instead of simple "Next" and "Previous" navigation options, you can now jump to specific pages within your list. The page navigation has also been moved to the center of the list and appears at both the top and bottom of the list.
- Click-Anywhere Row Selection - instead of having to click on either the Service Request number or description, now you can click anywhere on a row within the list to view the Service Request.
- "Closed" (the date a Service Request was closed) has been added to the list of possible columns. To customize your list columns, simply click the "CUSTOMIZE" link on the upper-right corner of the list.
Improvements to Customer Service History
The new Service Request list has been added to the History tab within a customer record. This new list brings many improvements, including the ability to customize which columns you'd like to see in the list.
Improvements to Personal Dashboard
The new Service Request list has also been added to the Personal Dashboard. Unlike in previous releases, users can now navigate all of their assigned Service Requests without having to leave the Dashboard. The ability to take quick action on a Service Request via the "Update" button is also a welcome time-saving feature.
Unified Comment Entry Box
A new, streamlined comment box has been added that combines public and private comment entry boxes into a single box.
New Reports
Two new reports have been added to the list of standard reports:
- Open Service Requests (by Customer) - shows all open Service Requests, grouped by customer.
- Closed Service Requests (by Customer) - shows all closed Service Requests, grouped and subtotalled by customer.
Miscellaneous Changes
- Most of the major lists (e.g. Customer List, Equipment List, etc) within BlueFolder have been updated to support clicking anywhere on a row to view the selected record's details.
- When retrieving a Service Request via the API, log entries will no longer have an "entryTitle" field.
- The "Entry Title" field has also been removed any exports that contained it. The "Customer List" has also been enhanced to improve performance when working with large numbers of customers.
- New Service Requests created via the Advanced Customer Portal will now default the "Contact" to the person who is creating the Service Request, instead of the customer's primary contact.
Thanks!
We hope you enjoy these new features. Thanks for using BlueFolder!