CloudLink Ideas Portal

11 Vote

Add ability to search by "Customer PO number" in the search bar.

Basically, it will be nice to add the ability to search by customer PO number in the search bar.

Created 14 Oct 02:47 by vikram sharma

PSQuoter

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 review
2 Vote

Ability to add Equipment Estimated Receipt Date Data in Inventory Field

This request is to add Equipment Estimated Receipt Date Field (date the equipment will arrive at our branch) to the SalesLink > Equipment > Note field or new Inventory field.

Created 28 Feb 14:11 by Aaron Raebel

Inventory

2 Needs clarification
7 Vote

(WesTrac) The ability to add comments on a parts return/credit return

To improve the efficiency and clarity of the parts return process in ServiceLink, it is crucial to introduce a feature that allows users to add specific line notes to items being returned. This enhancement would be particularly beneficial for rema...

Created 05 Dec 04:56 by Travis Satur

ServiceLink

1 Needs more votes
2 Vote

Have the ability to see backlogs when creating a PSQ quote

When creating a PSQ quote it would be beneficial to see the backlogs assigned to the machine serial number (in PSQ), this would allow us to quote any outstanding work at the time of the quote being raised. Submitted by WesTrac

Created 25 Feb 02:36 by Luke Williams

PSQuoter

0 Needs more votes
2 Vote

Have a checkbox when submitting a labour entry to prompt the user to update the SMU, SIMS & Notes

Currently when submitting a time sheet, technicians can enter their time without updating the machine SMU, adding SIMS & updating segment notes. It would be great to have a warning / checkbox reminding the user to update this information befor...

Created 25 Feb 02:10 by Luke Williams

ServiceLink

1 Needs more votes
9 Vote

Offline photo functionality

To be able to take a photo while offline and save it as a draft to sync when back online

Created 16 Oct 05:59 by Richard Betts

ServiceLink Flex

0 Needs more votes
6 Vote

Ability to edit invoicing options within a work order

Currently in DBS there is the ability to change the invoice print options within a work order, Service Link does not currently have this function, and it would be beneficial for the teams processing work orders to have this available in SVL. This ...

Created 04 Dec 07:04 by Luke Williams

ServiceLink

0 Needs more votes
2 Vote

Add Employee Number field to Submit to Payroll View and export file.

The Employee Number is already in Sales Link when you set up a Sales Rep so why not make it visibile/available in the Submit to Payroll View and export file.

Created 20 Feb 13:41 by Mike Love

Commissions Framework

1 Will not implement
8 Vote

To have the description of the Opportunity show on the opps list view

The current view of opportunities in FLEX shows the customer, Customer contact, source and then the tiles with product quantity, est $'s, Est Month (not sure which one) and Opp number. It would be very helpful to know what the description of the O...

Created 10 Oct 06:19 by Darren McAllister

SalesLink Flex

0 Planned - to be scheduled

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