Manage ServiceLinks

Hover over Company Administration on the User Profile drop-down in the top right of any screen, and then select ServiceLinks.

Manage Links between the company and the company's configured locations, Partners, and Partner locations (e.g. resubmit a Link invitation, remove a Link).

• ServiceType – Only Links to the type of app selected return in the results table.
• ServiceLink Status – Only Links with the status selected return in the results table.
  • All
  • Linked – The Link is established between the Owner and the Partner.
  • Not Linked - All – All Links that were unable to establish a relationship with a specific Partner.
  • Not Linked - Multiple Matches – The Link failed because the Partner in the imported file matched more than one company or location.
  • Not Linked - No Match Found – The Link failed because the Partner in the imported file did not match any company or location.
• Date On Or After – Only Links updated on or after the selected date return in the results table. Defaults to 7 days prior to the current GMT date.
• Date On Or Before – Only Links updated on or before the selected date return in the results table. Defaults to the current GMT date.
• Subscribing Company – Only Links for the Partner selected return in the results table. The identifiers populate from Company and Partner Master Data.
• Keywords – Filters the results to Links that contain the entered Keywords in the Service Admin, Street 1, Street 2, City, State Or Region, Postal Code, or Country fields.

• Service Type – The type of app through which the Link establishes a business relationship with a Partner.
• ServiceLink Status – The status of the Link.
  • Linked – The Link is established between the Owner and the Partner.
  • Multiple Matches – The Link failed because the Partner in the imported file matched more than one company or location.
  • No Match Found – The Link failed because the Partner in the imported file did not match any company or location.
• Uploaded ID – The Partner identifier uploaded by the user's company that the TraceLink Network uses to establish a Link.
• Uploaded Company – The name and address of the Partner company, populated from Partner Master Data.
• Uploaded Service Admin – The email address of the initial Manager added when the user's company uploaded the Link information.
• Subscribing Entity – The name and address of the specific company or location that links to the app through the Link.
• Last Updated – Date that a user last updated the Link, as well as the name and company of the user.

1. Select a Service Type from the drop-down.
2. Select a ServiceLink Status from the drop-down.
3. Select a Date On or After from the date picker.
4. Select a Date On or Before from the date picker.
5. Enter a Subscribing Entity in the type-ahead field, or select the type-head icon to see all subscribing entities.
6. Enter any Keywords in the text field.
7. Select Search.

   The results display in the table.

• Select Create ServiceLinks.

  The Create ServiceLink(s) screen displays.

• Select the Import ServiceLinks icon in the top-right corner of the screen.

  The Import ServiceLinks screen displays.

• Select View Details in the Actions column of the results table.

  The View ServiceLink Details screen displays.

1. Select Remove in the Actions column of the results table.

   The Confirm Removal of ServiceLink dialog box displays.

2. Select Confirm.

   The dialog box closes, and the Link is removed.

• Select Resubmit in the Actions column of the results table.

  The screen reloads, and the Link is resbumitted.

• Select Export Results to CSV above the results table.

  The file downloads.

  See Export a CSV File to Excel in Troubleshooting.