CloudLink Ideas Portal

1 Vote

Gatekeeper queue to display what application the request came from

We need to be able to determine when a request is coming from ServiceLink. It appears that they all get lumped into the Customer Search bucket

Created 13 May 19:45 by Jessica Mayher

SalesLink

0 Needs more votes
2 Vote

API addition request

Service Operations management have identified that it would be very helpful to see a report that shows work orders and the employee that has closed them. Currently this information is shown in the audit log in SVL on the WO so we can look at it at...

Created 13 Jun 16:53 by Jen Thompson

ServiceLink

0 Needs more votes
1 Vote

Transfer uploaded documents from Inventory application to Iquote application

Make documents that are uploaded to a machine in the inventory application availabie in the inventory section of the Iquote App. While sales reps are looking at machines to quote, they would be able to view the inspection report and brochure, just...

Created 07 May 22:44 by Justin Wills

iQuote

0 Needs more votes
2 Vote

MEDIA UPLOAD

Currently our technician's upload their Product Status Reports into the media tab of the work order and then also turn around and upload into Condition Monitoring application - so that our TC's can get to the PSR's if needed without needing a WO #...

Created 07 Jun 21:38 by Arlette costa

ServiceLink

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1 Vote

Show AX Standard Job Numbers in iQuote

Show the standard job number/ID in iQuote configuration so it will populate on the shop get ready document and quote worksheet.

Created 02 May 17:30 by Corbin Buchholz

iQuote

0 Needs more votes
1 Vote

Add Write Off total to Customer AR Screen

We would like to see Total Write Offs ($ Amount) somewere in the header of the Accounts Receivable screen at the customer account level.

Created 30 Apr 12:28 by Mike Love

SalesLink

0 Needs more votes
1 Vote

Add Commissions - Unpaid to Sales Link Rep view of Commissions

We are constantly asking our reps to help with collections. Including a view of Unpaid Commissions for Rental and Parts & Service will help with this effort. Plus it saves the Sales Manager or someone else from having to export this view from ...

Created 30 Apr 12:26 by Mike Love

Commissions Framework

0 Needs more votes
1 Vote

Add Net Balance Due Column to COTI WorkFlow

Add Net Balance Due Amount Column to COTI Workflow View and Financial Views

Created 23 Apr 18:44 by Erin Balzer

COTI

0 Needs more votes
1 Vote

Edit Territory Plans and Customer Plans

My idea would be to allow Administrators access to edit or delete Territory Plans and Customer Plans.

Created 09 Apr 19:50 by Marciano Vasquez

SalesLink

0 Needs more votes
1 Vote

Close multiple old quotes out as NO DEAL in Mass.

Have the ability to close multiple quotes as NO DEAL in Mass.

Created 03 Apr 22:12 by Janet Colley

PSQuoter

1 Needs more votes

CloudLink Ideas Portal

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Gatekeeper queue to display what application the request came from

API addition request

Transfer uploaded documents from Inventory application to Iquote application

MEDIA UPLOAD

Show AX Standard Job Numbers in iQuote

Add Write Off total to Customer AR Screen

Add Commissions - Unpaid to Sales Link Rep view of Commissions

Add Net Balance Due Column to COTI WorkFlow

Edit Territory Plans and Customer Plans

Close multiple old quotes out 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

Identify yourself with your email address

Gatekeeper queue to display what application the request came from

API addition request

Transfer uploaded documents from Inventory application to Iquote application

MEDIA UPLOAD

Show AX Standard Job Numbers in iQuote

Add Write Off total to Customer AR Screen

Add Commissions - Unpaid to Sales Link Rep view of Commissions

Add Net Balance Due Column to COTI WorkFlow

Edit Territory Plans and Customer Plans

Close multiple old quotes out 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