CloudLink Ideas Portal

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
3 Vote

When Deleting Influencers/Contacts from Customer file it needs to be removed from all Divisions.

Currently the delete a contact functionality only removes the record from the division viewed in a customer's records. The contact details remain in other divisions and therefore can be used for correspondence despite the contact leaving the custo...

Created 22 Apr 22:35 by Darren McAllister

SalesLink

0 Needs more votes
1 Vote

PSQ - Ability to update all segments at once

The ability to make a change to all segment at once to a quote revision.

Created 12 May 14:38 by John Ngo

PSQuoter

1 Needs clarification
8 Vote

Only have the Hard Stop apply on the “No SIMS record when is required” Held up, when the Job Code is “Y” & the segment is warranty.

Only have the Hard Stop apply on the “No SIMS record when is required” Held up, when the Job Code is “Y” & the segment is warranty. This is how DBS operates today.

Created 13 Feb 06:18 by Richard Betts

ServiceLink

0 Needs more votes
8 Vote

Reman Core Return document additional information (WesTrac)

the Reman return core sheet in the parts return tab is great but it is missing some information that is vital for a core return: we need the ability to select if the core is Used we need the ablity to select if the core is subject to Warranty we n...

Created 03 Feb 01:22 by Travis Satur

ServiceLink

1 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
1 Vote

Keep the Operations expanded when one is selected

When a segment has multiple operations in it, and you select one of these operations, the operations list collapses. this make it harder to see all the operations Job code & component codes in one view. you have to select each operation next t...

Created 09 May 03:59 by Richard Betts

ServiceLink

1 Needs more votes
15 Vote

Clone Leads and Opportunities for multi-machine opportunities

Have the ability to easy create a copy of a lead or opportunity (header details) for multi-machine opportunities.

Created 10 Oct 23:56 by Paul Meyer

SalesLink

2 Planned - to be scheduled
6 Vote

ability to filter technicians in labour approval (WesTrac)

Currently, our system either displays all employees or requires individual selection of technicians for timesheet approvals. This approach is not only time-consuming but also prone to errors, as it demands meticulous manual selection. To address t...

Created 21 Feb 05:01 by Travis Satur

ServiceLink

1 Needs more votes
10 Vote

CAT Foresight integration with Texada Condition Monitoring Tool (CMP)

we would like to bring the Foresight data into Texada Condition Monitoring Tool (CMP)

Created 18 Dec 01:16 by vikram sharma

Condition Monitoring Portal

1 Needs more votes

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