CloudLink Ideas Portal

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
2 Vote

Add Popsicle Stick for Remote Service and pull Information from SIS with Hyperlink to SIS

Add a popsicle stick for Remote Service Capability from SIS Web with a quick link for access to remote service if capability exists.

Created 02 Jul 19:18 by Guest

ServiceLink

2 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
9 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
3 Vote

When Deleting Influencers/Contacts from Customer file it needs to be removed from all Divisions.

Currently the delete a contact functionality only removes the record from the division viewed in a customer's records. The contact details remain in other divisions and therefore can be used for correspondence despite the contact leaving the custo...

Created 22 Apr 22:35 by Darren McAllister

SalesLink

0 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
4 Vote

Expiring Warranties Report enhancement, add functionality to search by customer name or number and add current SMU hours and SMU expirations.

Add a search function to Expiring Warranties in SalesLink to enable the ability to search a customer name or number with a "Search Function". This would essentially enhance the existing Expiring Warranties function that already exists in SalesLink...

Created 14 Feb 20:40 by Ryan Stevenson

SalesLink

1 Needs more votes
9 Vote

Symptoms - Heldup required for Correction field

The Complaint is Mandatory when creating a Symptom and Symptoms currently have a Hard Stop heldup for Cause and Resultant Damage. However, there is no requirement for the user to complete the Correction field as there is no heldup for it.The Corre...

Created 17 Mar 22:36 by Shannan Jackson

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
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

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