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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

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