Products card

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 2 Minuten Lesedauer

    • The products card displays a list of all products associated with the account, consumer, or contact.

    The top 5 active sold products sorted by state and name are displayed. For each sold product, the following details are displayed:
    • Heading: The name of the sold product by default. Configurable to any field from the product data table.
    • Subheading: The product specification category by default. Configurable to any field from the product data table.
    • Count indicators: Shows the count of the following related records associated with the sold product:
      • Cases
      • Service problem cases
      • Incidents
      • Test results
      Each related record indicator shows the total count. Select a record indicator to view a pop-up dialog box listing showing the top 3 records sorted by created date. Select the link to drill down to the record page.
    Hinweis:
    Only top-level sold products are shown in the table. Products with a parent sold product are excluded.
    You can do the following:
    • Filter the list of sold products displayed by Location but this can be configured.
    • Specify a search criteria to view the list of sold products that meet the criteria.
    • Select the icon to drill down to the sold product record page.
    • Select the Run diagnostics icon to run diagnostics against a sold product.
    • Select the icon and select Change order to create a change order record. This creates a customer order record and sets the context (account, consumer, or contact) and updates the Order type field to Product, and Order action field to Change.
    • If there are more than 5 sold products, select View all to view all the products on the Sold Product page.

    You can configure variables such as tables, display fields, and query conditions. See Configure the products card variables for details.

    Run diagnostics

    Use this option to initiate service tests such as a speed test or connection test against a customer's sold products. Tests must be configured against the sold product's model ID before they appear as available options.

    You can run diagnostics from:

    • A specific product: Select the Run diagnostics icon on a sold product list item. The available tests configured against that product's model ID are shown.
    • Page level: Select Run diagnostics without a product selected. All sold products associated with the current account are listed. The agent selects a product, and the available tests for that product are shown.

    After selecting a test and initiating it, a confirmation is shown that the test has been initiated. Once a test is run, the result is created as a record. Refresh the page to view the test results counter updated. Select the test results to view the top 3 three test results sorted by creation date. Select the link to drill down to the record page.