Ability to personalize the SFMs

This is the  feedback we got from one of our users:

Is their a way to reduce the number of blue buttons on the top of the views?

Most of us only use 4 or 5 buttons, the rest is only their so we can misclick and need to search and scroll for the correct button. Which creates a lot of annoyances. There are simply to many buttons and it’s not easy or fun to use.

I need to scroll past 10 buttons to find the one I need, buttons I never have even touched and probably never will.

 

A way to personalize this header would be much more efficient since we can than each choose the buttons we use and drop the rest.

This results in:

  • A cleaner look
  • Less loading time (depending on how the backend is build)
  • A faster process time since you can adjust your buttons so you can minimize your time looking for buttons
  • No more misclicks
  • No need to inform people about buttons they don’t need

This can be done many ways, this is just a proposition of how it could be done.
Add a “Settings” or “Configuration” button somewhere easy to find.
This would open a view with all the available buttons, and for each button you can choose to show (green) or not show.

What is the underlying problem do you intend to solve with this idea?
Productivity and efficiency when using the tool
How is the problem being addressed today, if at all?
not addresses
What version of ServiceMax are you on?
18.2
1 Comment
Pastry Chef
Pastry Chef
If you are talking about the standard SFM transactions showing on the page, then simply create an "Excluded Profile" within the ServiceMax Configuration that is not related to any Salesforce profiles. Then assign this profile to the relevant SFM wizard that you do not want your user to see.