CloudLink Ideas Portal

4 Vote

Option for Reps to send reservation cancellation

Provide the ability for a rep to "cancel" a reservation in Inventory module via iquote the same way they request for a resevation to be created

Created 11 Nov 02:03 by Melissa Maxwell

iQuote

0 Needs more votes
8 Vote

Schedule Efficiency Calculation improvement

The current calculation logic does not require a technician to book labour to a scheduled work order. The technician can book to any work order which is not a true efficiency measure. Therefore a supervisor is able to simply schedule any work ord...

Created 16 Apr 07:06 by Shannan Jackson

ServiceLink

1 Needs more votes
8 Vote

Add a section for payment reciept # to be captured on header in service link for cash customers

With cash customers before the work can commence a payment needs to be taken. currently WesTrac do this via a credit card payment. we need a dedicated field in the work order header to capture the reciept number when a cash payment has been made w...

Created 16 Apr 03:28 by Travis Satur

ServiceLink

1 Needs more votes
1 Vote

The part selection button to enable sending of selected parts only.

When selecting parts in the parts edit screen, pressing send will send every part in the list, not just those selected.

Created 14 Apr 23:41 by Aj Vos

ServiceLink

1 Needs more votes
1 Vote

Misc field having the option to add vehicle data populated from a drop box list of vehicles

in the misc addition box we have a field for vehicle number could we potentially have this box be populated from a drop down box of listed vehicles for the company so we ensure it is a company vehicle being selected each time

Created 14 Apr 07:16 by Travis Satur

ServiceLink

0 Needs more votes
2 Vote

Display a Character Limit in the Safety Message field

Displaying a character limit in the Safety Message field would help prevent messages from being cut off. This feature would ensure the information fits within the available space and save time by eliminating the need to edit messages to fit.

Created 20 Feb 16:31 by Taylor Petti

ServiceLink

0 Needs more votes
2 Vote

Add Employee Number field to Submit to Payroll View and export file.

The Employee Number is already in Sales Link when you set up a Sales Rep so why not make it visibile/available in the Submit to Payroll View and export file.

Created 20 Feb 13:41 by Mike Love

Commissions Framework

1 Will not implement
9 Vote

Estimated By search function.

To have an Estimated By search function in the Advanced Search

Created 15 Feb 03:48 by Richard Betts

ServiceLink

0 Needs more votes
7 Vote

Default Display Operations on Invoice within segment to No

In the segment header, the Display Operations on Invoice needs to be defaulted to No, currently defaulted to Yes.

Created 30 May 22:20 by Adam Young

ServiceLink

1 Needs more votes
5 Vote

A de-select all function in the quote editor - options tab

To add a function to deselect all options in the (redacted) screen below rather than having to deselect each individual "preselected" option.

Created 04 Sep 15:41 by Janet Perry

iQuote

3 Needs more votes

CloudLink Ideas Portal

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Option for Reps to send reservation cancellation

Schedule Efficiency Calculation improvement

Add a section for payment reciept # to be captured on header in service link for cash customers

The part selection button to enable sending of selected parts only.

Misc field having the option to add vehicle data populated from a drop box list of vehicles

Display a Character Limit in the Safety Message field

Add Employee Number field to Submit to Payroll View and export file.

Estimated By search function.

Default Display Operations on Invoice within segment to No

A de-select all function in the quote editor - options tab

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

Option for Reps to send reservation cancellation

Schedule Efficiency Calculation improvement

Add a section for payment reciept # to be captured on header in service link for cash customers

The part selection button to enable sending of selected parts only.

Misc field having the option to add vehicle data populated from a drop box list of vehicles

Display a Character Limit in the Safety Message field

Add Employee Number field to Submit to Payroll View and export file.

Estimated By search function.

Default Display Operations on Invoice within segment to No

A de-select all function in the quote editor - options tab

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