CloudLink Ideas Portal

4 Vote

Associate a UCC record with a lost quote.

Background UCCs count as a loss. So too do quotes in "Lost" status. As a result, losses are double-counted. Solution Sales reps and sales managers who use iQuote and SalesLink can now associate a closed quote with a UCC record.

Created 09 May 09:53 by David Vuong

SalesLink

0 Needs more votes
2 Vote

Ability to add technicians from other stores into the scheduling view

Currently in the scheduling section of servicelink if you have a filter on for a specific store the tech selection will only allow you to view techs assigned to that store - we need to have the ability to add techs or apprentices into a schedule v...

Created 18 Oct 03:38 by Travis Satur

ServiceLink

0 Needs more votes
1 Vote

Show Scheduled Checkbox to filter Monthly Work orders

Currently the "Show Scheduled" checkbox does not filter the segments/ops displayed on the Technician Dashboard and shows all monthly segments and operations regardless of whether they are scheduled or not. Ideally the Show Scheduled checkbox shoul...

Created 08 Jan 03:42 by Shannan Jackson

ServiceLink

1 Needs more votes
2 Vote

UCC BuyZIP Enhancements

1) Create a file export for easier review of UCC BuyZIP to SalesLink Customer Number assignment. Or create search by ZIP or SalesLink Customer Number assignment. Current process is very manual and not easy to use. 2) Create a batch upload to chang...

Created 11 Oct 16:13 by Nick Gluski

SalesLink

0 Needs more votes
5 Vote

Amend a won quote in iQuote that updates COTI.

A simple method to make changes to a Won quote in iQuote that will update COTI. Currently the deal has to be cancelled then the quote re-opened the changes made and the quote re-won again.

Created 09 Jan 07:41 by Mark Knight

COTI

0 Needs more votes
4 Vote

Export of all Machines in a Fleet Report

To add an export option in Fleet Reports to export all machine serial numbers that are currently enrolled in a fleet report and the fleet report they are enrolled in.

Created 04 Apr 15:01 by Krista Schraufnagel

Condition Monitoring Portal

1 Needs more votes
10 Vote

Link the sales model (price model) in iquote to the equipment in DBS using the price model not display model for new machines

Change the mapping when iQuote maps to the equipment in DBS to map using the price model and not the display model for new machines

Created 07 Sep 02:24 by Mark Knight

iQuote / Integrations

6 Needs more votes
5 Vote

Hyperlinks in the media section.

The ability to attach hyperlinks in the media tab under the Documents section.

Created 12 Dec 03:52 by Richard Betts

ServiceLink

0 Needs more votes
5 Vote

Identify the parts causing a heldup in ServiceLink

Highlight the parts and/or segment that are generating a heldup - flag, color, etc

Created 07 Dec 17:15 by Melissa Bonney

ServiceLink

0 Needs more votes
1 Vote

Alternate quote templates

Some sales reps prefer a simple one-page quote template rather than the default multi-page template. Rather than force one or the other, an idea is to allow for sales reps to choose from two templates: a long-form quote template and a simplified q...

Created 28 Dec 04:14 by David Vuong

iQuote

0 Needs more votes

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