CloudLink Ideas Portal

1 Vote

Add Attachments to Activities in Flex

Add Attachments to Activities in Flex

Created 05 Nov 15:34 by Ashley Gross

SalesLink Flex

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1 Vote

Scheduling "Single Entry" Checkbox - Default to checked.

Scheduling "Single Entry" Checkbox - Can we configure the checkbox to be defaulted to checked for all New Bay Scheduling Events? Users are accidently creating entries for long periods that then require each day edited.

Created 31 Oct 22:16 by James Miller

ServiceLink

1 Needs more votes
2 Vote

RP - To develop a “post-load” so that samples with D-350 are excluded from the results.

Add an exclusion to the _D350 of SOS Serial Numbers to allow them to be tied to the actual Serial Numbers. Run a batch update to correct all historical data with _D350 suffixes.

Created 15 May 18:40 by Deborah Babington

Condition Monitoring Portal / Internal Idea

1 Needs more votes
6 Vote

Upload Videos in App

Be able to upload videos in app. They can be uploaded online in ServiceLink, but not through the app.

Created 16 Jun 17:48 by Krystal Goodchild

ServiceLink Flex / Dealer Idea

0 Needs more votes
4 Vote

Populate the agreement number in COTI, irrespective of whether a deal is invoiced or not

Currently, we only populate the sales agreement number from DBS once the deal has been invoiced. The ask is to have the Agreement number fetched from the Agreement Table in DBS irrespective of whether a deal is invoiced or not.

Created 24 May 21:19 by Peter Le Mare

COTI

1 Needs more votes
1 Vote

Service Pipeline $ Amount for Parts, Labour and Misc filter update

$ Amount Parts, Labour and Misc filter checkboxes on Service Pipeline do not filter data correctly. Data displayed on Pipeline is correct but list of WIP when clicking on data points is entire list.

Created 22 Oct 23:18 by Shannan Jackson

ServiceLink

1 Needs more votes
1 Vote

The ability to add multiple Standard Jobs at one time.

Within ServiceLink, the ability to select multiple Standard Jobs to add at one time.

Created 20 Oct 23:08 by Aj Vos

ServiceLink

3 Needs more votes
1 Vote

Advanced Search - Additional Search Fields

Add additional fields to Advanced Search function; Work order status. Include Segments Allow multiple selections for Ticket Status field (or all drop down menus). Additional fields to show in advanced search table; Actual and estimates for Parts/L...

Created 11 Oct 03:38 by James Miller

ServiceLink

0 Needs more votes
1 Vote

Blog - Subject field

Add a subject field to blogs.

Created 11 Oct 02:31 by James Miller

ServiceLink

0 Needs more votes
2 Vote

Ability to Mark Quotes as NO DEAL in Mass

Have the ability to close out old quotes in mass when a rep has left the company, like closing past due activities or opportunities without linked quotes in mass.

Created 03 Apr 22:08 by Janet Colley

iQuote

1 Needs more votes

CloudLink Ideas Portal

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Add Attachments to Activities in Flex

Scheduling "Single Entry" Checkbox - Default to checked.

RP - To develop a “post-load” so that samples with D-350 are excluded from the results.

Upload Videos in App

Populate the agreement number in COTI, irrespective of whether a deal is invoiced or not

Service Pipeline $ Amount for Parts, Labour and Misc filter update

The ability to add multiple Standard Jobs at one time.

Advanced Search - Additional Search Fields

Blog - Subject field

Ability to Mark Quotes as NO DEAL in Mass

If you would like to submit an CloudLink product issue or bug, please visit our Customer Support Portal

For support questions related to the CloudLink Ideas Portal, please contact CloudLink Customer Support

Filter by status

Filter by category

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Add Attachments to Activities in Flex

Scheduling "Single Entry" Checkbox - Default to checked.

RP - To develop a “post-load” so that samples with D-350 are excluded from the results.

Upload Videos in App

Populate the agreement number in COTI, irrespective of whether a deal is invoiced or not

Service Pipeline $ Amount for Parts, Labour and Misc filter update

The ability to add multiple Standard Jobs at one time.

Advanced Search - Additional Search Fields

Blog - Subject field

Ability to Mark Quotes as NO DEAL in Mass

If you would like to submit an CloudLink product issue or bug, please visit our Customer Support Portal

For support questions related to the CloudLink Ideas Portal, please contact CloudLink Customer Support