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1
Vote
View Past labor entries
Easy review and edit of technician time so that you can correct errors / gaps and work order allocation over multiple days (eg: on activity screen able to click on the entry and hyperlink to the specific entry)
Created 02 Dec 15:48 by Hector Catre
ServiceLink Flex
0
Shipped
1
Vote
When adding a new labor entry, the ability to change the view to see all of my labor entries, not just the ones in the current work order
A technician may work on more than a single work order in a given day. Thus, When entering time you will want to review all of the time entries that you have made and not just the ones for a specific work order and segment.
Created 28 Sep 16:56 by Hector Catre
ServiceLink Flex
0
Shipped
1
Vote
Move PSE leads from queue to SalesLink
Move PSE leads from queue to SalesLink We are going to be downloading PSE leads from Cat. Platform will be downloading the leads.This epic is to move the leads from a 'staging' area into SalesLink.
Created 01 Sep 14:45 by Hector Catre
SalesLink
0
Shipped
1
Vote
Customer Profiles - Automation
Customer Profile - Definition Customer > Basics (left nav) > Customer Profile > Equipment Potential & Part and Service Potential Not the whole Customer Profile Page 1 elements to this:- Our swing or theirs Active . Dormant a/ New- Def...
Created 17 Aug 08:09 by Hector Catre
SalesLink
0
Shipped
1
Vote
Gatekeeper - Ability to edit incomplete/invalid change requests
More about automated. People that are doing it manually can do it as they're entering it. We need to refine requirements.
Created 17 Aug 08:07 by Hector Catre
SalesLink
0
Shipped
1
Vote
Roles for ServiceLink Flex
The ability for managers to impersonate a technician on SVL Flex
Created 21 Feb 17:40 by Hector Catre
ServiceLink Flex / Internal Idea
0
Shipped
1
Vote
Make Customer Suggestions configurable
If we wanted to hide/remove the 'expiring warranty' suggestions only, is that possible? Additionally, can we do this for only one division or would it affect all divisions?
Created 05 Sep 15:37 by Jayme James
SalesLink
1
Shipped
1
Vote
Add an export to excel button
We need an export to excel button on the customer rental equipment page.
Created 29 Aug 19:13 by Jessica Mayher
SalesLink
0
Shipped
1
Vote
Apply manufacturer configurations from SalesLink desktop to the mobile version
Is it possible to use the manufacturer configurations created in SalesLink desktop version and apply that to the mobile version in the Lost Sale form? In SalesLink, we have our manufacturers organized by divisions so our reps don't have to scroll ...
Created 01 Jul 14:44 by Jessica Mayher
SalesLink Flex
1
Shipped
1
Vote
The ability to add an attachment to an opportunity
Cannot add a media attachment to an opportunity
Created 16 Apr 13:18 by Deleted User
SalesLink Flex
0
Shipped
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