CloudLink Ideas Portal

5 Vote

Section to view PSEs associated with the Serial Number

Have a section to view all PSEs - no matter the status - associated with that Serial Number, like the Work Order section.

Created 07 Apr 16:05 by Sarah Cenedella

Condition Monitoring Portal

1 Needs more votes
4 Vote

The ability to see Back Ordered parts in ServiceLink

On the home page there is a tab for "Heldups/Exceptions." Under that tab there is "Work in Progress Exceptions" and "Finalizing Exceptions." Under the work in progress there are 3 parts items. It doesn't have a "parts are back ordered" item. It wo...

Created 13 Sep 17:44 by Lynn Chou

ServiceLink

1 Needs more votes
2 Vote

Move Division Column next to the Customer Number Column for search results

To enhance the UX of SalesLink and prevent users from accidentally clicking on the incorrect division for a customer number, it would be better if we could have the Division identifier moved to alongside the Customer number in the display table. R...

Created 06 Aug 02:16 by Stuart Bell

SalesLink

1 Needs more votes
4 Vote

SVL & SVL Flex - Custom Hyperlinks on Home Page

We would like to be able to add Hyperlinks to the home page of ServiceLink (and Flex) similar to what we have on Saleslink. See attachment.

Created 30 Aug 04:35 by Sheldon Newey

ServiceLink

0 Needs more votes
1 Vote

Stop PSQ Notes Overwriting Notes Entered in DBS/ServiceLink

When Updating the Work Order from PSQ could there be a configure to not send notes after the initial creation of the work order or an option to only send certain segment notes or the notes write over but underneath what is already loaded?

Created 23 Jan 04:59 by Marita Lucas

PSQuoter

0 Needs more votes
1 Vote

Add Customer Terms Code to the display configuration in ServiceLink

It would be helpful to provide the Customer Terms Code for each WO in the display configuration in ServiceLink.

Created 22 Jan 18:58 by Lynn Chou

ServiceLink

0 Needs more votes
1 Vote

(WesTrac) Flag to review CM cases when the ticket is created

currently Servicelink has a flag on creating a ticket to advise the user to review any outstanding PSP/PIP or backlog items. it would be great if the system also highlighted if there was an outstanding CM case that needs resolution at this stage

Created 22 Jan 02:59 by Travis Satur

ServiceLink

1 Needs more votes
2 Vote

Default to Yes for Follow up Activity

When creating a quote in iQuote, currently "Follow Up Activity" is defaulted to no. We would like this to default to yes to encourage reps to create a follow up activity.

Created 02 Aug 18:26 by Sarah Cenedella

iQuote

1 Needs more votes
2 Vote

Default Follow Up Date to Estimated Customer Reply Date

In iQuote, and a follow up activity is selected after submitting a quote to a customer, the default date for that activity should be the Estimated Customer Reply date

Created 02 Aug 18:24 by Sarah Cenedella

iQuote

0 Needs more votes
2 Vote

Remove the standard package option from the top of the model menu as it is a duplicate of what's under the sales model.

Remove the standard package option from the top of the model menu as it is a duplicate of what's under the sales model. There's is no difference between these.

Created 02 Aug 01:09 by Mark Knight

iQuote

0 Needs more votes

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