CloudLink Ideas Portal

3 Vote

ability to customise the tech layout on scheduler

to have the ability to reagange your techs in the scheduler view into a prefered order besides alphabetical order

Created 20 Dec 03:26 by Travis Satur

ServiceLink

2 Needs more votes
6 Vote

Scheduler "Selected Technicians" drop list checkbox should stay ticked for selected technicians

Selected Technicians check boxes do not show with a tick in the box after selecting them to add them to the Scheduler view. See the attached example showing 7 technicians selected. Ideally this function should also include a "Deselect All" button ...

Created 17 Apr 22:16 by Shannan Jackson

ServiceLink

1 Needs more votes
1 Vote

Clearer verbiage for expired warranty opportunities

"Customer Accepted" is a confusing term in the UI with regards to expiring warranties. This enhancement will change the verbiage to Outstanding instead of Customer Accepted.

Created 23 May 17:55 by David Vuong

SalesLink

0 Needs more votes
1 Vote

Allow requiring the user to select a division when creating a lead

Currently, it defaults to the division that has been marked as default in the system. This idea is to allow for a configuration to force the user to select a division each time. This is to ensure that leads are assigned to the correct division by ...

Created 23 May 17:45 by David Vuong

SalesLink

0 Needs more votes
5 Vote

Opportunity creation in SVL for saleslink

With the IDS solution PSQ has the ability to link to or create an opportunity in saleslink - this function should be available for ServiceLink so the business can capture opportunities on Ticket creation this function also should be available when...

Created 18 Jun 07:21 by Travis Satur

ServiceLink

1 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
3 Vote

Add Machine to Prospect's Equipment List from a Lost Opportunity / Quote

Allow Dealers to automatically record a competitive machine record for a Prospect from a lost sale/opportunity. This could be a configuration key allowing dealers to choose if they wish to allow or not.

Created 19 Nov 05:37 by Mark Courtenay

SalesLink

0 Needs more votes
6 Vote

We would like to be able to show just the current month totals in SVL separate from the existing current and last month totals

Currently, the display on the main screen under invoiced displays the running total for warranty/non warranty for the current month PLUS last month. Our regional managers are only interested in the current month's numbers

Created 20 Feb 21:52 by Melissa Bonney

ServiceLink

1 Needs more votes
8 Vote

Sales Link Mandatory fields in creating a lead is missing, inconsistent within the app

Definition: There is an inconsistency of the module when adding batch leads from a campaign in sales link. The mandatory fields when creating an opportunity / lead is not visible when creating batch leads linked to a campaign. Please refer to scre...

Created 23 Aug 23:19 by Andreas Kanitz

SalesLink / Dealer Idea / New Functionality

0 Needs more votes
3 Vote

Add ancillary charges and taxes to the Financials Tab to know the WO Total $ amount

It will save a lot of time if we could see the WO totals including ancillary charges and taxes on the Financials Tab.

Created 16 Nov 00:23 by Diego Brousset

ServiceLink

1 Needs more votes

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