CloudLink Ideas Portal

2 Vote

Bulk PAR Reminder Setting

Ability to set PAR reminders for the year for all customers at one time instead of having to go into each customer individually to set PAR reminders within a rep's calendar

Created 15 Jan 19:40 by Sarah Cenedella

SalesLink

2 Needs more votes
1 Vote

Competitive sell price logic change to accommodate multi-currency quotes

The competitive sell price is populated by default using logic that currently works best for mono-currency quotes. This enhancement will update the logic so that the competitive sell price is Foreign currency Sell Price converted to local currency...

Created 20 Mar 16:20 by David Vuong

iQuote / New Functionality

0 Planned - to be scheduled
1 Vote

Add Dropbox Number to Hover View

Currently the Dropbox details when you hover over the drop, it will only show that the icon is a Drop and the address. I would prefer it had the Dropbox Name and the address. Or just the Name and when you click on the drop you get additional detai...

Created 19 Mar 14:46 by Guest

ServiceLink

2 Needs clarification
1 Vote

Select specific parts items for order entry

Need the ability to only select specific parts brought into a segment from a standard job or quote during order entry? We don't have the ability to select which lines, it's all or nothing. If you select the "X" on the far right, it will delete the...

Created 19 Mar 14:31 by Arlette Costa

ServiceLink

2 Needs clarification
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
8 Vote

Ability to change associated usernames of separated employees to account for duplicate names of incoming employees

We have users no longer working here and hire a new person with the same name. Due to the limitations of Texada, we cannot use the same username because it will associate the previous person's work in Cloudlink to the new person - regardless of ro...

Created 22 Nov 15:05 by Melissa Bonney

ServiceLink

0 Needs more votes
1 Vote

SPE - Blog groups

What is the problem you are looking to solve with this enhancement request? Sending blog messages to groups of people without having to individually select each person to send blog to. How many in your organization encounter this problem? All How ...

Created 17 Mar 14:12 by Mark Dearborn

ServiceLink / SOW

0 Needs more votes
1 Vote

Technician Dashboard does not show assigned times for non work order scheduled events

The "Unavailable" schedule entries should show the scheduled times just like every other schedule event.

Created 17 Mar 03:50 by Shannan Jackson

ServiceLink

1 Needs more votes
3 Vote

POST API for new user registration

Allows automation of creating new cloudlink user via API

Created 28 Oct 23:49 by Michael Wong

CloudLink Console

0 Needs review
2 Vote

MSR and PSSR Customer Assignment History

We'd like rep assignment history in SalesLink. If Rep A was assigned as an MSR for a customer until February of 2023 and Rep B took over that account as MSR in March of 2023, we'd like to track that.

Created 03 Jan 19:12 by Corbin Buchholz

SalesLink

0 Needs more votes

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