CloudLink Ideas Portal

1 Vote

Add additional emails to CC line in Docusign

Allow for default emails to be on CC for Sales Ops

Created 22 Sep 14:40 by Ryan Walsh

iQuote

0 Needs review
2 Vote

Give Dealers system administrators the ability to review full work order audit log details (WesTrac)

Currently, when a change is made to a work order, the ServiceLink audit log does not consistently capture the update—even though the same change is clearly recorded in the DBS audit log. As a result, system administrators must engage with a Texada...

Created 17 Sep 07:40 by Travis Satur

ServiceLink

0 Needs more votes
2 Vote

ServiceLink FLEX jobsite not showing the phone number

When a jobsite is entered in the "Field" section of the Work Order Overview screen, the associated details—such as address, city, state, and postcode—are correctly displayed in the FLEX app. However, we’ve observed that the phone number field does...

Created 17 Sep 07:22 by Travis Satur

ServiceLink Flex

0 Needs more votes
2 Vote

SIMS error message require more detail (WesTrac)

Issue Summary: When a SIMS entry error occurs in ServiceLink, the system-generated warning message fails to indicate the specific segment where the error resides. Enhance the error messaging logic to include the segment identifier associated with ...

Created 17 Sep 07:13 by Travis Satur

ServiceLink

2 Needs more votes
2 Vote

A colour code to differentiate rejected time cards and to be approved time cards in the approval screen

Objective: To enhance the efficiency and accuracy of the labour approval process by introducing a visual color-coded system that clearly distinguishes between rejected and pending approval time cards.Approvers can instantly identify rejected entri...

Created 17 Sep 07:07 by Travis Satur

ServiceLink

0 Needs more votes
1 Vote

Shop Floor - Active WIP Tech TV

Create a summary view by technician with the list of their current assignments for the day, including completion status, ETC and other important information to displayed in the shop floor central screen/monitor. The technicians will be changed aut...

Created 18 Sep 21:45 by Luis Morales

SalesLink

0 Needs review
2 Vote

The ability to have a part received checkbox in FLEX (WesTrac)

Field technicians currently rely on manual workarounds to verify that all required parts have been loaded for a job. The existing process involves copying the parts list from ServiceLink into an Excel spreadsheet and printing it for physical refer...

Created 15 Sep 07:00 by Travis Satur

ServiceLink Flex

2 Needs more votes
6 Vote

Parts need by date to be displayed in the Parts tab of ServiceLink

In ServiceLink FLEX, after parts are ordered, it is essential to display the Required By Date associated with each document or part order. This visibility is particularly important as stores frequently place orders in advance of machine arrivals. ...

Created 28 Aug 05:56 by Travis Satur

ServiceLink

2 Needs more votes
7 Vote

Enable Data Sharing via Snowflake Native Features Instead of APIs

Explore the feasibility of leveraging Snowflake’s native data sharing capabilities to exchange data across organizations, replacing or supplementing current API-based methods. This approach is inspired by practices already adopted by CAT and other...

Created 21 Aug 01:19 by vikram sharma

Reporting API

0 Needs review
2 Vote

The Bay scheduler to have the option to add manual events like the tech scheduler

We propose an enhancement to the Bay Scheduler tool to include a manual event creation feature similar to the "Other" event option available in the Technician Scheduler. Specifically, we recommend enabling manual entries for Pending Work and Other...

Created 12 Sep 02:44 by Travis Satur

ServiceLink

0 Needs more votes

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