CloudLink Ideas Portal

4 Vote

Repurpose "No SIMS Record When Required" Hold-Up to Enhance Review Process (WesTrac)

In ServiceLink, there is currently a system-generated hold-up titled "No SIMS record when required." However, this hold-up is not functioning effectively due to its interaction with the "Review Complete" logic during segment completion. Specifical...

Created 24 Jul 04:54 by Travis Satur

ServiceLink

0 Needs more votes
12 Vote

Write API for Contacts

Currently, our CRM platform offers API capabilities that allow customers to efficiently read and utilize contact data. However, the absence of corresponding write APIs limits automation opportunities and necessitates manual data management efforts...

Created 03 Jul 16:35 by David Vuong

SalesLink

0 Needs more votes
3 Vote

Visibility of “Delivery Location” Field in ServiceLink Parts Overview (WesTrac)

Currently, when a user sets shipping instructions for a parts order via the “Set Shipping Method” function, the “Delivery Location” field is available within the shipping edit interface. However, this field is not surfaced anywhere within ServiceL...

Created 21 Jul 03:31 by Travis Satur

ServiceLink

0 Needs more votes
9 Vote

When a DBS configuration is changed in DBS have the std package automatically update.

DBS machine configurations are regularly updated. We need these changes to automatically update any standard package that was built off the DBS configuration.

Created 01 Jul 00:11 by Mark Knight

iQuote

1 Needs more votes
3 Vote

Outstanding Cores Filter and Visual Highlighting in Parts Tab (WesTrac)

We propose the addition of an “Outstanding Cores” filter within the Parts tab of ServiceLink, along with a visual enhancement that bolds outstanding reman cores directly in the segment view. This improvement would significantly streamline the part...

Created 18 Jul 03:31 by Travis Satur

ServiceLink

0 Needs more votes
3 Vote

Display Branch Information on Quotes

Proposing an enhancement to improve the usability of the quote management interface, particularly when dealing with machines that have multiple quotes completed across different components. Currently, when viewing quotes (as shown in the attached)...

Created 18 Jul 03:14 by Travis Satur

PSQuoter

1 Needs more votes
3 Vote

Simplify Signature Requirements for Nightshift Timesheets

propose an enhancement to allow a single signature per shift , regardless of whether the shift spans multiple dates—mirroring how dayshift is currently handled. This would streamline the process, reduce follow-up, and ensure accurate reporting wit...

Created 15 Jul 06:15 by Travis Satur

ServiceLink Flex

0 Needs more votes
6 Vote

SIMS Required Checkbox in the "Need By Date" Tab (WesTrac)

Implement a checkbox control within the "Need By Date" tab of ServiceLink that allows users to toggle the SIMS Required flag at the segment level. This enhancement would enable rapid configuration of SIMS requirements across multiple segments in a...

Created 27 Jun 00:44 by Travis Satur

ServiceLink

0 Needs more votes
10 Vote

Ability to search using customer PO # in ServiceLink (WesTrac)

We would like to be able to search by PO number in ServiceLink. This will make it easy to search in ServiceLink using the customer PO #

Created 22 May 06:50 by Dayton Robson

ServiceLink

0 Needs more votes
10 Vote

Batch Leads Enhancement - Product details.

When generating batch leads (campaign based), we are unable to select a PSE type (Category). The SN and make are also blank under the product details. Wondering if we can add functionality to pull SN, make, and category from the target equipment u...

Created 15 May 20:06 by Brett Heimerdinger

SalesLink

3 Needs more votes

If you would like to submit an CloudLink product issue or bug, please visit our Customer Support Portal

For support questions related to the CloudLink Ideas Portal, please contact CloudLink Customer Support