CloudLink Ideas Portal

5 Vote

Gatekeeper Mass Upload of PARs

When we mass upload a list of prospects, it only asks for the customer number, yet all the PAR values still require manual updates one-by-one. Is there anyway to add an additional column to the upload form pertaining to the PAR values? Manually as...

Created 17 Dec 22:26 by Justin VAhlborn

SalesLink / Dealer Idea / New Functionality

1 Needs more votes
3 Vote

Ability to add links into Document section or quote

Ability to not only attach documents to the quote but also links

Created 28 Oct 07:06 by Dan Ham

PSQuoter / New Functionality

1 Needs more votes
2 Vote

TRANSFER MEDIA FILES FROM ONE WORK ORDER TO ANOTHER

The ability to transfer media files from one work order to another

Created 03 Oct 15:35 by Arlette Costa

ServiceLink

0 Needs more votes
7 Vote

Would like to see RPO Agreement Information to populate in COTI

We manage all of our RPOs in COTI but the records are incomplete due to the fact that agreement information from DBS does not come over (Agreement #, start date, billing date(s), ect). I believe COTI could help us monitor our aging RPOs if this in...

Created 16 Jan 16:01 by Kelly Kotara

COTI

3 Planned - to be scheduled
2 Vote

CMP should exclude alerts from DBS Flag Deleted customer equipment

The ‘Not Reviewed’ alerts in CMP include the assets owned by flag-deleted customers from Dealer Business System (DBS). These customers are not currently active or doing business with the customer and are indicated in DBS with a ‘Y’ in the flag-del...

Created 25 Sep 19:23 by Stephen Cavanagh

Condition Monitoring Portal / Dealer Idea / New Functionality

0
5 Vote

Docusign dashboard in iQuote

Please create a Docusign dashboard in iQuote that allows reps, admins, and managers to see Docusign status of applicable quotes (e.g., Awaiting 1st signature, Awaiting 2nd signature, Complete)

Created 06 Nov 17:05 by Justin VAhlborn

iQuote / Dealer Idea

0
2 Vote

Quick responses to COTI notifications

Because the notification email from COTI is sent from a non-existent mailbox, recipients cannot reply directly and instead must work around it. An example workaround is to forward the email to the sales coordinator who then needs to upload the ema...

Created 18 Sep 15:14 by David Vuong

COTI / New Functionality / User Experience and Useability

0
1 Vote

Ability to Search Customers using a Division Filter

We have multiple divisions some that use different customer numbers for a customer than the others. When searching for customers in Saleslink Flex, you get all division results and have to click into the Customer profile to see what divisions that...

Created 30 Aug 22:43 by Sarah Cenedella

SalesLink Flex

0 Needs more votes
3 Vote

Be able to pull one segment to work order from header of segment in WO.

Have option to pull one segment in wo segment header from a PSQ quote.

Created 28 Sep 14:05 by Jesse Lindgren

PSQuoter / Integrations

0 Needs more votes
2 Vote

Use S/N to auto-populate other fields when entering a new piece of equipment

When the user inputs a valid serial number, automatically populate other fields such as model to speed up and simplify the process.

Created 13 Sep 17:19 by David Vuong

SalesLink

0 Needs more votes

CloudLink Ideas Portal

Filter by status

Filter by category

Gatekeeper Mass Upload of PARs

Ability to add links into Document section or quote

TRANSFER MEDIA FILES FROM ONE WORK ORDER TO ANOTHER

Would like to see RPO Agreement Information to populate in COTI

CMP should exclude alerts from DBS Flag Deleted customer equipment

Docusign dashboard in iQuote

Quick responses to COTI notifications

Ability to Search Customers using a Division Filter

Be able to pull one segment to work order from header of segment in WO.

Use S/N to auto-populate other fields when entering a new piece of equipment

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

Filter by status

Filter by category

Identify yourself with your email address

Gatekeeper Mass Upload of PARs

Ability to add links into Document section or quote

TRANSFER MEDIA FILES FROM ONE WORK ORDER TO ANOTHER

Would like to see RPO Agreement Information to populate in COTI

CMP should exclude alerts from DBS Flag Deleted customer equipment

Docusign dashboard in iQuote

Quick responses to COTI notifications

Ability to Search Customers using a Division Filter

Be able to pull one segment to work order from header of segment in WO.

Use S/N to auto-populate other fields when entering a new piece of equipment

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