Create Work Order from "won" Quote - copying Quotelines into the Work Order
Service employees more often use Opportunities and Quotes to directly sell Services. Once a Quote is won it should be possible to directly create a Work Order out of the Quote, copying all the Products and Services included in the Quote.
Field Service APP - Allow creation of functional locations in Offline mode
Technicians working with an Offline Profile are only able to create functional locations below existing locations. We would greatly appreciate if they would be allowed to also create new functional locations at the top level,
Schedule Board Map with coloured pins for differend Requirements
Requirements on the Map view of the Schedule Board are shown through blue pins.
Our customer would like to have the possibility to define colours for the Requirement Pins in order to be able to immediately differentiate between different Types of Requirements:
for example WorkOrder...
Clear Message for users saving their Inspection with 100% complete
We found out that users who answer all questions of an Inspection and directly put the Inspection on 100% complete get the following messagge: "Please fix the highlighted errors". Actually there is nothing to be fixed, but the issue is that Field Service Mobile needs the user to save the fully...
Inspections - Allow Attachments to Questions and Tables
Technicians work a lot with pictures. Customers would like them to attach photos directly do questions on inspections. Using tables on inspections to list defects on a product they are maintaining does not allow attachments to the single lines. It would be great to be able to link a picture in...
Extend Attribute Mapping to more Dataverse Tables
We had requirements to extend the Project Task Table with Information we should transfer from the Project Summary to the Tasks when they are created. As we found out in this case the attribute mapping did not work. We really would appreciate being able to use this functionality on these Tables...