• Expand Inspection Template Functions (Service Tasks)

    It would be desirable to be able to generate a customised document from the service tasks (along with the technician's responses) when generating the document. 

    This requires the possibility to customise the export PDF template. (For example, to be able to insert a company logo on the templates as an image or to add header and footer texts)


    In addition, it would be useful if fields from an order could be dynamically transferred to the processing of the service tasks. (For example, customer data / address data / device-specific data from the asset)

    Ideally, the field names within a service inspection template can be addressed via workflow / cloud flow, so that the content can be set dynamically as with an entity. (An approach via environment variables would be possible)



  • Visualisation of the customer chat history on the case timeline

    In order to improve the display of the chat history (e-mail traffic) with the customer, it would make sense not only to display the direction of the e-mails via a small icon, but also to fill the timeline from the left and right with incoming and outgoing e-mails, analogous to a chat behaviour with incoming/outgoing e-mails. 

    Here, the incoming emails are visible on the left side & the outgoing emails are arranged on the right of the timeline control. 

    Furthermore, it would be useful to separate the individual activity types and their respective status values in the timeline by colour, so that they can be better distinguished from each other.

    (For example, grey colour background for notes / orange colour background for incoming emails/....).