CloudLink Ideas Portal

2 Vote

Show serial number in "Transfer Equipment Popup" being transferred to ensure right asset is being moved

In the SalesLink equipment list, the dropdown to transfer equipment causes a box to popup to select which equipment to transfer. At the moment you just add the customer number for the asset to be transferred. If the Serial number could be shown in...

Created 19 Aug 05:01 by Darren McAllister

SalesLink

2 Will not implement
2 Vote

Status of a Won Order to Default Based on the Inventory Account and Payment Terms (if RPO)

All of our inventory is housed in iQuote. The Status of a won order should be able to be mapped to default to a New Sale, Used Sale, Rental Sale, URPO, or NRPO based on the inventory account.

Created 16 Feb 21:26 by Sara Drainer

iQuote / New Functionality

0 Will not implement
2 Vote

Date Viewer / Editor for iMACS - Phase 4

Description The Goal of the iMACS Date Viewer / Editor is to give iMACS Users the ability to view all of the dates within a project in a coherent manner, while enabling the ability to edit multiple dates at the same time. Phase 4 - Phase editing (...

Created 26 Oct 21:10 by Hector Catre

iMacs / Dealer Idea / Internal Idea

2 Will not implement
2 Vote

Date Viewer / Editor for iMACS - Phase 3

Description The Goal of the iMACS Date Viewer / Editor is to give iMACS Users the ability to view all of the dates within a project in a coherent manner, while enabling the ability to edit multiple dates at the same time. Phase 3 - Calendar Sync T...

Created 26 Oct 21:09 by Hector Catre

iMacs / Dealer Idea / Internal Idea

0 Will not implement
2 Vote

Date Viewer / Editor for iMACS - Phase 2

Description The Goal of the iMACS Date Viewer / Editor is to give iMACS Users the ability to view all of the dates within a project in a coherent manner, while enabling the ability to edit multiple dates at the same time. Phase 2 - Multi-Date Edit...

Created 26 Oct 21:01 by Hector Catre

iMacs / Dealer Idea / Internal Idea

0 Will not implement
1 Vote

Make Shop Get Ready Form and BOL more of a live Document

Do they plan to have the Shop Get Ready form be more of a live document? ID#’s update from the IQuote to the SGRF? Same with the BOL? More of a live document?

Created 31 Oct 21:42 by Lori Ciccarelli

COTI

2 Will not implement
1 Vote

Include Last Service Date in the Equipment List Export within SalesLink

Any time you download an equipment list from SalesLink or Customer Search, the last service date should be included.

Created 28 Feb 22:28 by Sarah Huber

SalesLink

1 Will not implement
1 Vote

Usage monitoring *

Is there a way for us to see what reps are using the Flex app, how much time they are spending in it and how often they open it?

Created 18 Nov 04:55 by Hector Catre

SalesLink Flex

0 Will not implement
1 Vote

SalesLink / Outlook - MS Graph integration

Add MS Graph support to the existing calendar / outlook integration. We should do a POC for this.

Created 28 Aug 17:35 by Hector Catre

SalesLink

0 Will not implement

CloudLink Ideas Portal

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Show serial number in "Transfer Equipment Popup" being transferred to ensure right asset is being moved

Status of a Won Order to Default Based on the Inventory Account and Payment Terms (if RPO)

Date Viewer / Editor for iMACS - Phase 4

Date Viewer / Editor for iMACS - Phase 3

Date Viewer / Editor for iMACS - Phase 2

Make Shop Get Ready Form and BOL more of a live Document

Include Last Service Date in the Equipment List Export within SalesLink

Usage monitoring *

SalesLink / Outlook - MS Graph integration

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

Show serial number in "Transfer Equipment Popup" being transferred to ensure right asset is being moved

Status of a Won Order to Default Based on the Inventory Account and Payment Terms (if RPO)

Date Viewer / Editor for iMACS - Phase 4

Date Viewer / Editor for iMACS - Phase 3

Date Viewer / Editor for iMACS - Phase 2

Make Shop Get Ready Form and BOL more of a live Document

Include Last Service Date in the Equipment List Export within SalesLink

Usage monitoring *

SalesLink / Outlook - MS Graph integration

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