CloudLink Ideas Portal

5 Vote

More Detail in the Audit Report

Servicelink needs to add more detail to the Audit log for Misc and Work Order Header. We need to know what was changed like cost, sell, and quantity.

Created 05 May 15:15 by Robert Cox

ServiceLink / API, Data or Reporting

0 Needs review
1 Vote

Add a field on the project summary page labeled estimate amount

To add field on the project summary page for estimated services and materials.

Created 25 Jun 13:04 by Brett Porterfield

iMacs

0 Needs review
1 Vote

Create Sales Agreement Number prior to invoicing

The idea is to generate the sales agreement number prior to the star of the invoicing process.

Created 25 Jun 12:57 by Brett Porterfield

iMacs

0 Needs review
1 Vote

Need a field added to imacs to track the sales agreement number

The idea is to add a field in iMacs to track the sales agreement number as at present there is not a place available to do this.

Created 25 Jun 12:48 by Brett Porterfield

iMacs

0 Needs review
3 Vote

Ability to create a Fleet Report from within a created group

Currently there is no ability to create a Fleet Report from within an already created group in Uptake. You have to go into Fleet Reports and individually find customers and machines again and then manually add them to the Fleet Report. This enhanc...

Created 16 May 02:15 by Rachel Whitelaw

Condition Monitoring Portal / New Functionality

0 Needs review
3 Vote

A machine or customer search function within a created group

Currently there is no ability to search for a specific customer or machine or group of machines within that group (you have the ability to search via the ‘search equipment’ box below but this searches the whole program, not just the machines withi...

Created 16 May 02:09 by Rachel Whitelaw

Condition Monitoring Portal / New Functionality

0 Needs review
1 Vote

Another idea is to allow the user to tab down one line when adding new comments to some of the fields. The main Project Comments field referenced above allows for this already, but other fields do not, and again, this can make it challenging for users to reach through any notes.

Another idea is to allow the user to tab down one line when adding new comments to some of the fields. The main Project Comments field referenced above allows for this already, but other fields do not, and again, this can make it challenging for u...

Created 03 Apr 15:07 by Janet Perry

iMacs

1 Needs review
1 Vote

One that has surfaced again recently is to have 'rich text' formatting in the main Project Information page "Comments" field. We use that field extensively to track information that iMACS doesn't accommodate, and it can be hard to reach through all the notes at times.

One that has surfaced again recently is to have 'rich text' formatting in the main Project Information page "Comments" field. We use that field extensively to track information that iMACS doesn't accommodate, and it can be hard to reach through al...

Created 03 Apr 15:06 by Janet Perry

iMacs

1 Needs review
1 Vote

Add "In Branch Date" Column for all Inventory Tabs

Add "In Branch Date" Column for all Inventory Tabs (Machine - Inventory & Orders, Machines - Inventory, Attachment - Inventory & Orders, Attachments - Inventory, and All Inventory & Orders).

Created 20 Oct 15:16 by Aaron Raebel

Inventory

0 Needs review
3 Vote

Canned Reports / return excel files

expose canned reports via the cloudlink api instead of just raw data add an option to have the apis return excel files instead of JSON

Created 16 Aug 20:43 by Derek McConomy

Reporting API

0 Needs review

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More Detail in the Audit Report

Add a field on the project summary page labeled estimate amount

Create Sales Agreement Number prior to invoicing

Need a field added to imacs to track the sales agreement number

Ability to create a Fleet Report from within a created group

A machine or customer search function within a created group

Another idea is to allow the user to tab down one line when adding new comments to some of the fields. The main Project Comments field referenced above allows for this already, but other fields do not, and again, this can make it challenging for users to reach through any notes.

One that has surfaced again recently is to have 'rich text' formatting in the main Project Information page "Comments" field. We use that field extensively to track information that iMACS doesn't accommodate, and it can be hard to reach through all the notes at times.

Add "In Branch Date" Column for all Inventory Tabs

Canned Reports / return excel files

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For support questions related to the CloudLink Ideas Portal, please contact CloudLink Customer Support

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Filter by category

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More Detail in the Audit Report

Add a field on the project summary page labeled estimate amount

Create Sales Agreement Number prior to invoicing

Need a field added to imacs to track the sales agreement number

Ability to create a Fleet Report from within a created group

A machine or customer search function within a created group

Another idea is to allow the user to tab down one line when adding new comments to some of the fields. The main Project Comments field referenced above allows for this already, but other fields do not, and again, this can make it challenging for users to reach through any notes.

One that has surfaced again recently is to have 'rich text' formatting in the main Project Information page "Comments" field. We use that field extensively to track information that iMACS doesn't accommodate, and it can be hard to reach through all the notes at times.

Add "In Branch Date" Column for all Inventory Tabs

Canned Reports / return excel files

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