CloudLink Ideas Portal

1 Vote

Add Popsicle Stick for Remote Service and pull Information from SIS with Hyperlink to SIS

Add a popsicle stick for Remote Service Capability from SIS Web with a quick link for access to remote service if capability exists.

Created 02 Jul 19:18 by Guest

ServiceLink

2 Needs more votes
1 Vote

emt users would like a comment field added

The EMT users would like to add a field where they can store comments. its related to ticket 1852634677

Created 02 Jul 19:09 by Janet Perry

EMT

0 Needs more votes
1 Vote

Add Link to SIMSi with Warranty information in Popsicle Stick

Adding the hyperlink to SIMSi to the warranty popsicle stick so the user can click on the link and go straight to the product link coverage page.

Created 02 Jul 18:45 by Guest

SalesLink

1 Needs review
3 Vote

Email document audit trail

When using the email customer document option in PSQ, we would like an audit trail. Currently there is no tracking of emails being sent.

Created 04 Jun 12:43 by Jessica Mayher

PSQuoter

0 Needs more votes
3 Vote

Display Other items in the Schedule screen in Flex

Can the Vacation, Training, Sick/Off Day, Pending Work & Other categories be displayed in flex as they are on the web version of ServiceLink

Created 04 Jun 00:42 by Richard Betts

ServiceLink Flex

0 Needs more votes
11 Vote

(WesTrac) The ability to download individual and bulk photos from ServiceLink from the Media tab

The media tab in a work order in ServiceLink has the ability to upload and remove photos but does not have the ability to download individual or bulk photos.

Created 13 Feb 00:44 by Dayton Robson

ServiceLink

1 Needs more votes
1 Vote

Sales Assistant improvement

There are numerous opportunities for improvement to Sales Assistant. This is the thread to discuss where we go next with this agentic AI feature.

Created 27 Jun 16:17 by David Vuong

SalesLink Flex

2 Needs clarification
2 Vote

Show the estimated GP% to the product line of a machine sale in an opportunity

Problem Some dealerships want to show the estimated GP% for machine sales opportunities, but this is currently not an available field. Solution It’s now a configuration that dealers can set up for themselves as to whether or not the GP percentage ...

Created 12 Jun 15:06 by David Vuong

SalesLink

0 Needs more votes
2 Vote

Employee Number Present on Transfer Screen

Have the employee number present on the transfer screen so you can easily identify a specific user’s parts to be transferred.

Created 11 Jun 20:21 by Chris Hancock

ServiceLink

0 Needs more votes
20 Vote

(WesTrac) ServiceLink to block certain Job code/comp code combinations as per CAT service excellence critera

in CAT service excellence there is a number of job cod/comp code combinations that are not to be used together (eg 023/7000) on segments ideally ServiceLink would be able to be configured to trigger a warning when these unacceptable code combos ar...

Created 06 Aug 03:36 by Travis Satur

ServiceLink

2 Needs more votes

CloudLink Ideas Portal

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Add Popsicle Stick for Remote Service and pull Information from SIS with Hyperlink to SIS

emt users would like a comment field added

Add Link to SIMSi with Warranty information in Popsicle Stick

Email document audit trail

Display Other items in the Schedule screen in Flex

(WesTrac) The ability to download individual and bulk photos from ServiceLink from the Media tab

Sales Assistant improvement

Show the estimated GP% to the product line of a machine sale in an opportunity

Employee Number Present on Transfer Screen

(WesTrac) ServiceLink to block certain Job code/comp code combinations as per CAT service excellence critera

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

Add Popsicle Stick for Remote Service and pull Information from SIS with Hyperlink to SIS

emt users would like a comment field added

Add Link to SIMSi with Warranty information in Popsicle Stick

Email document audit trail

Display Other items in the Schedule screen in Flex

(WesTrac) The ability to download individual and bulk photos from ServiceLink from the Media tab

Sales Assistant improvement

Show the estimated GP% to the product line of a machine sale in an opportunity

Employee Number Present on Transfer Screen

(WesTrac) ServiceLink to block certain Job code/comp code combinations as per CAT service excellence critera

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