BlueFolder Blog

Product Update: Search Service Request Comments & Notes

We just launched an update to BlueService that includes the following new features.

Search Service Request Comments & Notes

Many of our customers have requested an enhanced search feature that allows for searching all of the comments and notes that are part of Service Requests. We have heard your requests and are happy to announce that we've added a new "Search Comments & Notes" feature to BlueService. Simply hover over the "Service Requests" tab menu, and select the "Search Comments & Notes" menu item.

This new search feature has a familiar Google-like interface and supports a few advanced options, such as filtering by a particular customer, by status, or by date range. Lengthy comments and notes are displayed in a "collapsed" view, but can be expanded by clicking the "expand notes" link below each note.

Thanks!

We hope you enjoy these new features. Thanks for using BlueFolder!

Product Update: New Sales Role, Enhancements for Account Managers

We just launched an update to BlueService that includes the following new features.

New Sales Role

A new user role called "Sales" has been added to BlueService. This new role is designed for the salespeople in your organization who need access to customers, service records, contracts, etc. The addition of the "Sales" role also sets the stage for additional CRM features that we'll be adding to BlueService in the near future.

Enhancements for Account Managers

Each customer record has an "Account Manager" field that allows you to designate which of your employees is responsible for managing the customer account. We've added a couple of new features to make the "Account Manager" field more useful.

1. The Customer List view can now be customized to include the "Account Manager" field as a column in the list.
2. We've also added 3 new alerts that allow customer "Account Managers" to be notified when Service Requests for their customers are created, have status changes, and have comments added.

Thanks!

We hope you enjoy these new features. Thanks for using BlueFolder!