Attachments, comments, and other details on services
Today’s release includes the ability to directly associate attachments, comments and other details to a particular service. This new service granular association capability now allows you to exactly track what happened at the individual service level.
For more information regarding attachments, comments, and other details on services please refer to the Overview of Service granular association documentation.
Attachments List View
One of ServiceTrade user's most common request is to take advantage of a more organized way besides the currently available grid view for viewing large amount of attachment records. With today's release ServiceTrade users now have the ability to toggle between the already available grid view and the brand new list view.
List View Benefits:
- Each attachment record is represented in a row of the list
- Each attachment will show the following information (columns) for which the user can search against to allow for a more rapid locating of a desired attachment.
- Service -> only shows information when an attachment is associated to a service
List View / Grid View toggle
In order to switch between the already available grid view and the brand new list view, simply click on the view mode toggle and select the desired view
- View Mode toggle: This new view mode toggle is now available on all pages where attachments are found.
- Attachments accordion: In order to be able to show as much information as possible when viewing large amount of attachments records the Attachments section has been moved to its own accordion.
IMPORTANT: Both the view mode toggle and the attachments accordion changes are now visible in the following ServiceTrade pages:
- Job page
- Quote page
- Location page
- Company page
- Contract page
- Deficiency page
- Asset page
Reference Numbers on Records
Many transactional records in ServiceTrade -- jobs, invoices, quotes, etc -- can be referred to by their numbers. However, the way that those numbers were historically generated by ServiceTrade was inconsistent. Further, non-transactional records such as customers and locations could not previously be assigned reference numbers at all.
Quotes and Deficiencies
With this release, newly created quotes and deficiencies will now have explicitly assigned reference numbers, distinct from their internal record IDs. This means that newly created quotes' numbers will not be the same as their internal IDs (as shown in the URL). For example:
Those reference numbers will be visible in all the places where quote and deficiency numbers are shown; for instance, on quote online customer views and print views.
These reference numbers are available on exports in the ref_number column:
...and via the ServiceTrade API in the refNumber property:
This change does not affect existing quotes and deficiencies. Existing quotes will retain their quote numbers. The display of those numbers also does not change; ServiceTrade users and end-customers will see the quote number displayed just as they did in the past.
Locations and Companies
With this release, locations and companies also have explicitly assigned reference numbers. These numbers are accessible through exports and the ServiceTrade API, but they are not visible in the ServiceTrade web user interface or mobile applications at this time. These numbers will be visible, and will be settable by end-users, in a future ServiceTrade release.
Jobs and Invoices
Jobs and Invoices in ServiceTrade already have an identifier field called 'number' (e.g., 'job number'; 'invoice number'). This behavior has not changed in this release, but for consistency with other records, these numbers are now presented in exports in both the number and ref_number columns, and in the ServiceTrade API as both number and refNumber.