CloudLink Ideas Portal

9 Vote

Make Commissions self-serviceable

No description provided

Created 04 Jun 16:16 by Stephen Cavanagh

Commissions Framework / Internal Idea

0 Needs more votes
2 Vote

Addition of Option to Transfer a Machine to a Different DCN

When in the CM Portal under a desired machine serial number consider adding in an option to transfer the machine over to a different DCN.

Created 22 May 15:06 by Trevor Rupiper

Condition Monitoring Portal

0 Needs more votes
2 Vote

SPE - HO PENN - Import Ship To Address from DBS to Jobsite Address in newly created Tickets in ServiceLink

Background - H.O. Penn’s issue description Work orders created in DBS that contain a Ship To Address do not display in Service Link Job Site. Work orders created in Service Link that contain a Job Site "push" to DBS Ship To. Work orders created ...

Created 21 May 15:27 by Mark Dearborn

ServiceLink / SOW

0 Planned - to be scheduled
4 Vote

Ability to see difference between a rental contract and an RPO contract in SalesLink.

Provide some kind of simple designation or add a field in SalesLink for customers Renting Equipment that would distinguish rental contracts that are either, 1) Rent to Rent contracts vs. 2) RPO Rental contracts that would allow users to easily tel...

Created 07 Feb 22:08 by Ryan Stevenson

SalesLink

0 Needs more votes
6 Vote

Create a find option within a customer account to easily find a machine to edit.

For customers that have large equipment listings it is difficult to find a specific machine to edit or transfer to another customer.

Created 25 Oct 06:31 by Mark Knight

SalesLink

3 Needs more votes
11 Vote

Work Order Urgency Selector for Overview Page

The "Urgency" field in the Work Order Header Maintenance screen should be included in the work order Overview screen so users can assign and manage the priority of the work order. 1 = Urgent 2 = High 3 = Medium 4 = Low

Created 07 Feb 00:44 by Shannan Jackson

ServiceLink

1 Needs more votes
10 Vote

New work order view

the ability in the service pipeline for the Work in progress table to have an "opened this week" field to show newly created work orders for the selected store

Created 12 Mar 02:16 by Travis Satur

ServiceLink

1 Needs more votes
5 Vote

Include Estimated Close Date in Opportunities overview

To show the estimated close date in the opportunities overview in SalesLink Flex

Created 03 Dec 06:31 by Paul Meyer

SalesLink Flex

0 Needs more votes
9 Vote

Technician data visability

Technician data visability - Make it possible to add aditional items on the Technichian user profiles to capture things such as tech A/C licenses, site inductions, contact details etc.

Created 29 Apr 06:19 by Travis Satur

ServiceLink

1 Needs more votes
6 Vote

Update uninvoiced machine serial number details from DBS into COTI via the stock number

For machines in stock and on order that have not been invoiced update the serial number using the stock number. Ideally this would be a live update. Refer to ticket 3581498696 that states "For deals not to be invoiced during this overnight batch, ...

Created 08 Oct 01:43 by Mark Knight

COTI

2 Needs clarification

CloudLink Ideas Portal

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Make Commissions self-serviceable

Addition of Option to Transfer a Machine to a Different DCN

SPE - HO PENN - Import Ship To Address from DBS to Jobsite Address in newly created Tickets in ServiceLink

Ability to see difference between a rental contract and an RPO contract in SalesLink.

Create a find option within a customer account to easily find a machine to edit.

Work Order Urgency Selector for Overview Page

New work order view

Include Estimated Close Date in Opportunities overview

Technician data visability

Update uninvoiced machine serial number details from DBS into COTI via the stock number

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

Make Commissions self-serviceable

Addition of Option to Transfer a Machine to a Different DCN

SPE - HO PENN - Import Ship To Address from DBS to Jobsite Address in newly created Tickets in ServiceLink

Ability to see difference between a rental contract and an RPO contract in SalesLink.

Create a find option within a customer account to easily find a machine to edit.

Work Order Urgency Selector for Overview Page

New work order view

Include Estimated Close Date in Opportunities overview

Technician data visability

Update uninvoiced machine serial number details from DBS into COTI via the stock number

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