CloudLink Ideas Portal

4 Vote

Blog edit / create

When a blog is edited there is no record of the edit. If the message has already been read and removed from the blog list then the new Edited blog will only show if you go in to the work order and look for it. there is no notification that the blo...

Created 19 Jan 00:56 by Richard Betts

ServiceLink

1 Needs more votes
4 Vote

SVL - labor approval records - keep them longer

Original Customer Description: Labor Inquiry for a specific technician and export the detail, the exported information does not contain all the approver information, see attached - is this a bug? We can go into each work order and look at the audi...

Created 17 Jan 17:49 by Deborah Babington

ServiceLink / Internal Idea

0 Needs more votes
5 Vote

Add Standard Jobs to Options

Within the Options and Bundles section of iQuote, give the rep the ability to add Standard Jobs to the quote.

Created 22 Sep 01:18 by michael groseclos

iQuote

1 Needs more votes
1 Vote

Push correct contact type to Cat Interact

Currently, the phone number that pushes to Interact is the desk phone, but Interact interprets as the mobile phone. We also want to be able to push the email address from ServiceLink to Interact as well.

Created 12 Dec 17:11 by Melissa Bonney

ServiceLink

0 Needs more votes
4 Vote

To have the same gear icon / filter settings across the whole of the ServiceLink application (also see Ticket 2125052082)

To have the same gear icon / filter settings across the whole of the ServiceLink application, and the ability to save the individual users settings (also see Ticket 2125052082)

Created 08 Jan 02:18 by Richard Betts

ServiceLink

0 Needs more votes
1 Vote

Have spell check enabled in all Texada modules

Having spell check integrated across all Texada modules, including Service Link & PSQ. The spell check function works if you're using Chrome and have the settings as Enhanced Spell Check. Edge doesn't work at all. I feel this functionality sho...

Created 11 Dec 05:43 by Luke Williams

ServiceLink

2 Needs more votes
5 Vote

Add custom dropdown field to COTI deal detail config

We have numerous "custom" fields that can be used in COTI (Date, Yes/No, Free text, number) but no way to configure a drop down with an editable list of options.

Created 06 Sep 02:06 by Sheldon Newey

COTI

1 Needs more votes
9 Vote

Copy revisions to existing quotes

Can we add an option in the Revision Actions drop down to copy a revision to an existing quote. Since it is difficult to view and bring in revision(s) from a quote that has a lot of revisions and segments. Also, copying the whole quote does not br...

Created 09 May 13:33 by Kaelah Sherman

PSQuoter / Integrations

0 Needs more votes
2 Vote

Move Division Column next to the Customer Number Column for search results

To enhance the UX of SalesLink and prevent users from accidentally clicking on the incorrect division for a customer number, it would be better if we could have the Division identifier moved to alongside the Customer number in the display table. R...

Created 06 Aug 02:16 by Stuart Bell

SalesLink

1 Needs more votes
2 Vote

Default to Yes for Follow up Activity

When creating a quote in iQuote, currently "Follow Up Activity" is defaulted to no. We would like this to default to yes to encourage reps to create a follow up activity.

Created 02 Aug 18:26 by Sarah Cenedella

iQuote

1 Needs more votes

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