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Please provide the ability to attach documents in Service Orders and Service Quotes like you've done elsewhere in the application. It is critical to be able to attach pictures for documentation, purchase orders for approvals, etc. when processing service quotes and orders.
STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future. 

 

Sincerely, 

Theresa Nistler

PM, Microsoft 


Comments

K

The ability to attach documents to service orders and quotes would be a game changer for us!

Category: Service Order Management

K

YES! Please! Our company is currently using the OneNote integration and it caches locally which has been a complete nightmare.

Category: Service Order Management

K

Please provide the attachment functionality on all the service management documents the same as the Link function that available everywhere in NAV version. it will help a lot, otherwise, the customer who needs to upgrade from NAV to BC will be really disappointed. Many thanks!

Category: Service Order Management

K

Any how with Business Central 16.4 update, we can see attachment fact box Service Order/Quote related documents but attaching files not working as expected. May be it is bug. It will be much needful feature those who is Service Module. Please consider this issue to your roadmap. thanks!

Category: Service Order Management

K

please add the links and notes factboxes also to the service item card and list.

Category: Service Order Management

K

the links factbox should be available in the service order list and card by default like in all sales and purchase pages. sadly it's only addable by an extension and not via the designer. so please add that to the roadmap.

Category: Service Order Management

K

I also hope that this become real soon. It would be very useful for us

Category: Service Order Management

K

There are two possibilities - attaching documents (saving document into DB) and adding record links (standard system record links).

But in service, the Record Links cannot be used, because the system part is visible=false by default. It means user needs to make it visible and only way for now is designer, which is mostly disabled on live system. Thus developer must do that through extension. And I think this is bug.

Category: Service Order Management

K

Hopefully this gets to the roadmap, as it would be a small addition to Service "module", but could mean great impact and benefit for the customers.

Category: Service Order Management