CloudLink Ideas Portal

1 Vote

DBS Shippers integrate with ServiceLink

Shippers are required to be filled. Currently they are filled out in DBS when machine repairs are completed. Machines are NOT to leave the property without a shipper. The driver that comes to pick up the machine is to sign this shipper. Not sure i...

Created 21 Apr 18:09 by Arlette costa

ServiceLink

0
1 Vote

Ability to add engine identifier to the Stock No. box.

I would like the ability to enter an engine identifier in the Stock No. box such as Port & Stbd for Marine engines. Then when I am opening work orders in Servicelink, I will have the serial number and the corresponding position to ensure I hav...

Created 21 Mar 17:29 by DARA DANZ

ServiceLink

0
1 Vote

After a Part is ordered, update ServiceLink Availability field with the Facility field from DBS that indicates where the part was sourced from.

During parts lookup, the Availability field in the parts area shows the source from parts store. After a part is ordered, DBS is updated to reflect the source the part was actually ordered from which in a lot of cases is different than the origina...

Created 28 Jan 14:49 by Jim Ellis

ServiceLink

1
1 Vote

Save Display Configuration to Warranty Drill Down Pages

When looking at the drill down pages in the Warranty Claims Pipeline, there is no gear or eye icon to be able to save the display configuration like there is on the Service Pipeline drill downs. Can we get this functionality added to the Warranty ...

Created 13 Jan 20:07 by Roxanne Smith

ServiceLink / User Experience and Useability

0
2 Vote

Modern Integration Phase 3

Background: Modern is a communications technology that we want to utilize to maintain two way communication We started by doing the development to send out SVL communications via Modern as another way to send communications. This has been talked a...

Created 05 Aug 20:35 by Hector Catre

ServiceLink

0
1 Vote

PSE Auto Generated lead into Saleslink

As a manager, I would like the ability to have the auto generated notification to see only the high dollar volume PSE leads from OLGA that come into Saleslink. Versus seeing ALL of them. We would like to get them as soon as they are available, whe...

Created 06 Dec 18:17 by Jen Thompson

ServiceLink

0
1 Vote

BACKLOG OPTION FOR CUSTOMER'S POP FILE

The Backlog is a great feature, but it is specific to a serial #, are there any thoughts regarding backlogs for customer #. The backlog would be added for a specific customer, when opening a work order for that customer, it would populate in the p...

Created 08 Nov 14:53 by Arlette Costa

ServiceLink / New Functionality

0
1 Vote

Need to Show Customer Unit# on the Tech Dashboard in the Workorder boxes

We would like to see the Customer Unit# on the tech dashboard in the work order boxes. It could be placed next to the serial#, make, and model.

Created 01 Nov 14:35 by Jim Ellis

ServiceLink / User Experience and Useability

1
2 Vote

ServiceLink - Auto-Send scheduled messages

Description Right now when the user schedules a message to be sent, it gets pushed into a queue, but then a user has to log into ServiceLink in order to actually send the message. We would like to add a checkbox which will automatically send the m...

Created 04 Mar 20:16 by Hector Catre

ServiceLink / Internal Idea

0
2 Vote

DBS6 - Enhanced Credit Check for open Work Orders

Background Currently, when looking at an open work order, there is an existing Credit view on the right (popsicle stick). The information is updated nightly based on DBS accounts receivable, work orders, rental and machine sales. Currently the cre...

Created 09 Jan 21:13 by Hector Catre

ServiceLink

0

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