CloudLink Ideas Portal

8 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 1 Jul 12:11am by Mark Knight

iQuote

0 Needs more votes
4 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 3 Jul 04:35pm by David Vuong

SalesLink

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 12:44am by Travis Satur

ServiceLink

0 Needs more votes
2 Vote

Add Popsicle Stick for Remote Service and pull Information from SIS with Hyperlink to SIS

Add a popsicle stick for Remote Service Capability from SIS Web with a quick link for access to remote service if capability exists.

Created 2 Jul 07:18pm by Guest

ServiceLink

2 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 08:06pm by Brett Heimerdinger

SalesLink

3 Needs more votes
4 Vote

Enhancement to SalesLink's Customer Sales Analysis view providing a granular breakdown of Equipment and Rental Revenue, moving beyond broad categories to specific subcategories.

SalesLink Customer Sales Analysis Enhancement. To enable more effective decision-making and provide a clearer picture of our sales performance within SalesLink's Customer Sales Analysis view, we propose an enhancement to the Customer Sales analysi...

Created 17 Jun 09:00pm by Ryan Stevenson

SalesLink

1 Needs clarification
8 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 06:50am by Dayton Robson

ServiceLink

0 Needs more votes
5 Vote

(WesTrac) Enhance Service Pipeline Visibility by Including Segment Store Allocation

The Service Pipeline is intended to serve as a WIP dashboard tailored to the user’s selected store and cost centre. However, it does not currently distinguish between header and segment allocations, which undermines its effectiveness as a true ope...

Created 10 Jun 01:07am by Travis Satur

ServiceLink

0 Needs more votes
7 Vote

Ability to search for a technician in the Labor Inquiry functionality, of ServiceLink like what it is in Labor Approval functionality. There is a lot of scrolling to be done to find the technician.

On the Labour Inquiry, where you filter the technician it takes allot of time scrolling through all the dropdown names. Can the "type" search function be added to the technician filter and a multiple selection filter be available where you can sel...

Created 22 May 07:33am by Dayton Robson

ServiceLink

1 Needs more votes
4 Vote

Displaying % Complete and Remaining Labour on the Labour Approval Page (WesTrac)

Proposed Solution Integrate the "% Complete" and "Remaining Labour" fields into the labour approval interface. This would provide supervisors with real-time context when reviewing and approving labour entries, enabling quicker and more informed de...

Created 13 Jun 08:16am by Travis Satur

ServiceLink

0 Needs more votes

CloudLink Ideas Portal

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

Write API for Contacts

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

Add Popsicle Stick for Remote Service and pull Information from SIS with Hyperlink to SIS

Batch Leads Enhancement - Product details.

Enhancement to SalesLink's Customer Sales Analysis view providing a granular breakdown of Equipment and Rental Revenue, moving beyond broad categories to specific subcategories.

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

(WesTrac) Enhance Service Pipeline Visibility by Including Segment Store Allocation

Ability to search for a technician in the Labor Inquiry functionality, of ServiceLink like what it is in Labor Approval functionality. There is a lot of scrolling to be done to find the technician.

Displaying % Complete and Remaining Labour on the Labour Approval Page (WesTrac)

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

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Filter by category

Identify yourself with your email address

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

Write API for Contacts

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

Add Popsicle Stick for Remote Service and pull Information from SIS with Hyperlink to SIS

Batch Leads Enhancement - Product details.

Enhancement to SalesLink's Customer Sales Analysis view providing a granular breakdown of Equipment and Rental Revenue, moving beyond broad categories to specific subcategories.

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

(WesTrac) Enhance Service Pipeline Visibility by Including Segment Store Allocation

Ability to search for a technician in the Labor Inquiry functionality, of ServiceLink like what it is in Labor Approval functionality. There is a lot of scrolling to be done to find the technician.

Displaying % Complete and Remaining Labour on the Labour Approval Page (WesTrac)

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