CloudLink Ideas Portal

2 Vote

Add Group number & Notes columns in Parts section, similar to Builder G3

Add Group numbers & Notes columns in Parts section, similar to Builder G3 (See example attached) - also to keep the SIS selected parts in the same basket order when imported to PSQ

Created 24 Mar 01:26 by Guest

PSQuoter

1 Needs more votes
10 Vote

Link the sales model (price model) in iquote to the equipment in DBS using the price model not display model for new machines

Change the mapping when iQuote maps to the equipment in DBS to map using the price model and not the display model for new machines

Created 07 Sep 02:24 by Mark Knight

iQuote / Integrations

6 Needs more votes
6 Vote

Hyperlinks in the media section.

The ability to attach hyperlinks in the media tab under the Documents section.

Created 12 Dec 03:52 by Richard Betts

ServiceLink

0 Needs more votes
2 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
6 Vote

Identify the parts causing a heldup in ServiceLink

Highlight the parts and/or segment that are generating a heldup - flag, color, etc

Created 07 Dec 17:15 by Melissa Bonney

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
3 Vote

Provide ability to override store in ServiceLink profile creation

Provide the ability to override the store number just like we currenlty have the ability to override cost centers within a user's profile in ServiceLink.

Created 15 Nov 14:21 by Jenna McStotts

ServiceLink

4 Needs more votes
2 Vote

Ability to search by Invoice Number in ServiceLink

It would be beneficial to be able to search by invoice number in ServiceLink, this is a big system limitation that forces the user back into DBS to search for historical work orders. Having this function in SVL would reduce the need for users to w...

Created 11 Mar 03:11 by Luke Williams

ServiceLink

1 Needs more votes
2 Vote

PSQ / ServiceLink Media Sync

Integrate the PSQ Documents Tab with the ServiceLink Media tab so documents attached to PSQ integrate with ServiceLink when winning a revision and creating a work order/ticket Submitted by WesTrac

Created 10 Mar 07:38 by Luke Williams

PSQuoter

0 Needs more votes
5 Vote

SVL Flex Android App to support Landscape functionality

The 2.1.8 Android version of ServiceLink Flex does not yet support operating in Landscape orientation, while the IOS version does. This Idea to track the feature of implementing support for Landscape orientation into Android SVL Flex.

Created 13 Mar 14:34 by Stephen Cavanagh

ServiceLink Flex

0 Needs more votes

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