CloudLink Ideas Portal

3 Vote

Parts credit slips getting an individual identifier when created for parts return (WesTrac)

propose an enhancement to ServiceLink that would significantly improve the efficiency and accuracy of our parts credit process. Specifically, I recommend the implementation of individual identifiers for parts credit slips upon creation. This enhan...

Created 03 Apr 07:11 by Travis Satur

ServiceLink

2 Needs more votes
2 Vote

Retrieval of GPS data now prioritizes Physical Address values

When retrieving the lat/lon coordinates for a customer address, we will first use the Physical Location fields if they are available. This addresses situations where the billing address is a PO Box which causes the lat/lon coordinates to be incorr...

Created 23 May 17:57 by David Vuong

SalesLink Flex

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
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
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
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
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
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

CloudLink Ideas Portal

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Parts credit slips getting an individual identifier when created for parts return (WesTrac)

Retrieval of GPS data now prioritizes Physical Address values

Addition of Option to Transfer a Machine to a Different DCN

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

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

New work order view

Technician data visability

Include Estimated Close Date in Opportunities overview

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

Parts credit slips getting an individual identifier when created for parts return (WesTrac)

Retrieval of GPS data now prioritizes Physical Address values

Addition of Option to Transfer a Machine to a Different DCN

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

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

New work order view

Technician data visability

Include Estimated Close Date in Opportunities overview

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