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Serraview

Serraview

Welcome to Serraview’s feedback site.  We love hearing from our clients. If you have suggestions for how we can improve our product & provide you with better solutions to your CRE needs, please share them with us. While we can't respond to every suggestion, our product team regularly reviews all of the ideas submitted.

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Serraview

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35 results found

  1. Send predefined/created emails to contacts of Service Requests emails e.g. FYI to requester or other contacts.

    Simply click on email template to send that email to pre-defined contact in that email template.

    42 votes

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  2. Even if an assignee is set, service requests will still show up as Unassigned in the Status field.

    Could Service Requests be updated so that, if there is an assignee, the status automatically changes to something other than Unassigned?

    23 votes

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  3. Default view for Service Requests should be "show mine" as opposed to showing all. This default view should also be available on BOS and Scenario. It saves us from having to search for our "files"

    21 votes

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  4. Filter clears out once you change the screen

    18 votes

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  5. We should have the ability to link Service Requests together if they are related or dependent on each other.

    18 votes

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  6. The arrows to navigate in service requests to "previous" and "next" would make searching easier considering the location is not visible on the grid and the service requests needs to be open in order to see what location were submitted for and assign responsible person.

    15 votes

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  7. Certain locations have different requirements. I want to create custom email templates based on the move locations submitted. This will ensure the appropriate details are shared for the relevant location.

    15 votes

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  8. Is it possible on the below screen shot attachment to add a column so we can see who the requester is? It would save a lot of time if this was easily viewable rather then viewing each one individually – I know we can use the search function but I feel adjusting the below is better.

    13 votes

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  9. Default users have access to Service Requests so they can submit requests; however, the provides them the option to see ALL submitted requests. We need an option to customize permissions for default users so they can only see requests they have submitted, as confidential information may be included in these requests. Even if not confidential, default users should not have access to move requests for an entire company.

    12 votes

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  10. Have all Reports in the Service Request category export with the Output Type selected rather than automatically exporting as the default file type. For example, if a report is selected to export as a PDF, it should export as a PDF rather than automatically exporting as a Word document.

    9 votes

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  11. Currently, the Default People feature only allows for configuration at the Region level. The Location option needs to allow for lower level options - i.e. city, building, etc. In our instance, we have multiple planners per region and as a result cannot use this default feature. Service Requests are currently manually reviewed and assigned one by one. This is labor intensive and takes unnecessary time.

    9 votes

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  12. Ability to hide project region buildings from Service Request move information selection.

    These are sensitive or irrelevant selections for end users.

    7 votes

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  13. It would be great to have a SR report that captures all of the details submitted in the service request. Report 35 - Service Request Raw Data only provides some information not everything that has been input into the service request.
    If a report like the BOS Report 102 could be created for SRs, that would be beneficial.

    7 votes

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  14. As a Space Planner, I want employees submitting tickets for new starters or individual moves to be able to select the vacant seat that they'd like their person to move into and have the system automatically hold that seat for the new starter/employee who's moving so that I don't have a ton of manual work to do to service the request.

    6 votes

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  15. Add a Parameter to Service Request emails to include the summary entered when the Service Request is submitted. This way if someone has multiple Service Requests open they can tell which is which, based off the summary the originally entered. The parameter options available do not include a summary.

    5 votes

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  16. Similar to the multi-select function in BOS, have the ability to select multiple records and take actions at once

    4 votes

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  17. It would be helpful to be able to edit the text for Large/Small Move Details to make it specific to our organization

    4 votes

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  18. When I create a Service Request, I want all my default people to receive an automated email notification alerting them that it has been created and they’ve been assigned to a role.

    Given the scenario where an instance is set up to use Service Requests and that instance has assigned ‘Default People’ to various roles so they are automatically assigned on creation, Serraview does not currently send the ‘Assignment Notification’ email to people on creation of the Service Request.
    The ‘Assignment Notification’ email templates currently is only sent when:
    - The user is manually added to the field inside the…

    3 votes

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  19. Sometime I want to open multiple service request in separate browser tabs or windows so I can easily flick between them. 'Open link in new tab/window' is not available in the right click menu and ctrl + left click does not work either.

    3 votes

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  20. For service requests, once you select a move type, large or small, it would be helpful if we could set the number of people for a small move to not be able to select above a specific number (small moves do not exceed 19 ppl) and a large move can not go below a specific number (20) .

    3 votes

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