CloudLink Ideas Portal

1 Vote

Cat Inspect - Fleet Report

It would be an awesome addition to have the Cat Inspect data included in the CM Portal area Fleet Reports.

Created 27 May 18:50 by Brandy Kearney

Condition Monitoring Portal

0 Needs more votes
1 Vote

RingCentral integration

Customer issues can manifest as RingCentral support tickets. Showing those customer issues in SalesLink in the existing Customer Issues area would provide Marketing and Sales teams with visibility into what customers are facing.

Created 27 May 15:18 by David Vuong

SalesLink

0 Needs more votes
1 Vote

Westrac- SIMS entries need to have the primary and secondary fields made mandatory

when entering SIMS on a segment the Primary field is a mandatory filed to save the entry this needs to also be set for the secondary field refer Texada Ticket: 23699978089

Created 27 May 01:48 by Travis Satur

ServiceLink

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
2 Vote

More W/O Open error message information

The error message that is displayed when you have missing information when attempting to open a W/O needs to be more informative.Example: When there is missing information such as a missing cost center in a segment, we get told what segment caused...

Created 14 May 01:22 by Richard Betts

ServiceLink

0 Needs more votes
1 Vote

Clearer verbiage for expired warranty opportunities

"Customer Accepted" is a confusing term in the UI with regards to expiring warranties. This enhancement will change the verbiage to Outstanding instead of Customer Accepted.

Created 23 May 17:55 by David Vuong

SalesLink

0 Needs more votes
1 Vote

Allow requiring the user to select a division when creating a lead

Currently, it defaults to the division that has been marked as default in the system. This idea is to allow for a configuration to force the user to select a division each time. This is to ensure that leads are assigned to the correct division by ...

Created 23 May 17:45 by David Vuong

SalesLink

0 Needs more votes
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
2 Vote

the warranty % on segments to default to 0.00%

When using the segment customer table in ServiceLink to split costs from the ticket customer to Warranty, the default percentage is set to 100%. This results in the invoice showing the segment costs being sent to Warranty to the ticket customer in...

Created 07 May 01:28 by Travis Satur

ServiceLink

0 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

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