CloudLink Ideas Portal

1 Vote

Order of activities on rep's calendar

In a rep's calendar on the Day view, the order of how activities appear are in chronological order, regardless of the status of the activity. Is there any way to have the completed activities move to the bottom? A lot of our reps don't actually se...

Created 29 Apr 20:18 by Jessica Mayher

SalesLink / Dealer Idea

0
1 Vote

Notes from Configuration to flow through to Build Up Document

When creating a build up document in documents tab in iQuote, specific notes regarding the customers requirements are added to the configuration page. We want the notes from the bottom of the configuration page to flow through into the PDF build u...

Created 23 Apr 02:08 by Darren McAllister

iQuote

1
1 Vote

Add the Leaving CAT Factory Column in the Shipped Before Credit Released page

Reproduction steps:Navigate to COTI.Select Warranty Role.Navigate to Exceptions - Shipped Before Credit Release Tab. Request:Leaving CAT Factory Column in the Shipped Before Credit Released Page.

Created 17 Apr 20:31 by Hector Catre

COTI

0
1 Vote

UX - Update the Uptake Logo to be the same size in every application

This is a design issue that we need to document and plan to do.

Created 17 Apr 18:03 by Hector Catre

SalesLink

0
1 Vote

A/R Notes - Add to Outlook feature change

Our credit reps would like the "Add to Outlook" feature (found under A/R note add) to add the activity as a "task" to their calendar instead of a meeting. The current functionality, that adds the activity as a meeting, clutters up their calendars ...

Created 17 Apr 13:37 by Melissa Jarvis White

SalesLink / Dealer Idea

0
1 Vote

Ability to change headers/descriptions for SurveyHub

We would like the ability to customize headers and descriptions for Survey Hub. Currently the descriptions are coming directly from RDA.

Created 16 Apr 16:55 by Erica Gladden

SurveyHub / Dealer Idea

0 Needs more votes
1 Vote

Setting the appearance of outgoing communications by changing the the display name and reply-to fields

As an email being generated from ServiceLink, the email is currently being generated by Uptake and is sent via Uptake servers, confusing Dealers' customers. This idea would disguise the outgoing email by setting the display name and reply-to field...

Created 13 Apr 15:43 by Hector Catre

ServiceLink

0
1 Vote

Survey HUB - Add Survey Type field to Advanced Search Report

We would like to see the Survey Types (At Risk/Loyal/Vulnerable/No Answer) added to the Advance Search for customer satisfaction values. Currently you have to click on the link and open the customer record to be able to see the survey types. Manag...

Created 09 Apr 21:09 by Erica Gladden

SalesLink / Dealer Idea

0
1 Vote

Survey Hub - Add hyperlink for invoice number column

Ease of opening the invoice related to survey

Created 09 Apr 12:54 by Erica Gladden

SalesLink / Dealer Idea

0
1 Vote

Add geolocation functionality to Equipment List view in SalesLink

When viewing a customers account and viewing their equipment list we want to look into adding a geolocation link over to the right where WO, SL, PM, etc show up?

Created 27 Mar 18:20 by Tony Lucini

SalesLink / Dealer Idea

1 Already exists

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