0
4.9.2
Australia, Zurich, Yokohama
Standalone Application
Manage and track end to end install base management though sales and post sales support to enable customers to capture the current state of their install base and establish the relationship to any downstream entities that might impact their functioning.
- Tracking the products and services that have been purchased by a customer.
- Upselling and cross-selling other products from your product catalog. By knowing which products the customer already has installed makes it easier to upsell and cross-sell other products.
- Knowing how the product is being used makes it easier for the field technician to service the product.
- Fixing issues more quickly leads to a great customer experience.
- Keeping a record of the installed base items
New
- Service Location Managers can now access the Install Base Actions widget directly from the Buyer Location Service Portal, enabling actions such as Assign Member within the portal.
- The Account record page now displays a hierarchical view of Sold Products and Product Inventories, allowing users to navigate parent-child product relationships more easily.
- System-generated Sold Products for Derived Pricing are now flagged as read-only, preventing edits throughout the hierarchy.
Changed
- Access controls have been enhanced for Pricing Adjustments, Sold Product, and Install Base tables, ensuring improved security and visibility boundaries.
- Organization Hierarchy Contributors can now view Install Base Items, Sold Products, and related Installed Product and Affected Install Base records, with access restricted to their service organization hierarchy.
Fixed
- Data leaks caused by empty input in Install Base queries have been resolved. Queries now return filtered results and no longer expose all case records when given empty input.
Removed
- Responsibility Access Config records have been removed from app-install-base as part of ongoing improvements to access configuration management.
Required plugins
- Customer service management