CloudLink Ideas Portal

1 Vote

Add Contact to Advance Search

Leslie Newman and Kim Mclain from Yancey are looking for a quote on adding the Contact Name field to the Advanced Search in ServiceLink. Their use-case is to allow the Service Coordinator to use the Advanced Search to find and export all of the re...

Created 11 Feb 21:51 by Stephen Cavanagh

ServiceLink / SOW

0 Needs clarification
2 Vote

Ability to add technicians from other stores into the scheduling view

Currently in the scheduling section of servicelink if you have a filter on for a specific store the tech selection will only allow you to view techs assigned to that store - we need to have the ability to add techs or apprentices into a schedule v...

Created 18 Oct 03:38 by Travis Satur

ServiceLink

0 Needs more votes
6 Vote

Add Estimated By as a filter in scheduling

Add the ability to filter by who opened the work order within the Scheduler

Created 14 Jul 21:02 by Jenna McStotts

ServiceLink

0 Needs more votes
1 Vote

A COTI deal can update its opportunity's estimated revenue

Background Estimated revenue values on opportunity records can become inaccurate due to changes later in a deal's lifecycle. This compromises won opportunity reporting accuracy, especially where a dealership / division is only using SalesLink and ...

Created 10 Feb 14:47 by David Vuong

COTI / SOW

0 Needs clarification
1 Vote

The std job add option and checkbox needs to be hidden once the std job has been selected

Once the std job has been selected the check box and add function should not be visible. Only std jobs that have not been selected should have the check box and add functionality, similar to how local items work.

Created 10 Feb 00:10 by Mark Knight

iQuote

1 Needs more votes
20 Vote

Upload standard warranties

Right now, we manually update the standard warranty for every model within iQuote. It would be useful to have a way to upload standard warranties in a similar way to what we have for Extended Warranties. CAT provides a standard warranty file, just...

Created 08 Jan 19:21 by Bryan Nelson

iQuote

4
7 Vote

Redirect Mapping for FPC Fields for Base Model Mapping

To configure iQuote with the new DBS Product Group Enhancement to be more specific about organizing products such as Work Tools.

Created 07 Mar 22:32 by Fallon Foale

iQuote

0
1 Vote

Ability to see difference between a rental contract and an RPO contract in SalesLink.

Provide some kind of simple designation or add a field in SalesLink for customers Renting Equipment that would distinguish rental contracts that are either, 1) Rent to Rent contracts vs. 2) RPO Rental contracts that would allow users to easily tel...

Created 07 Feb 22:08 by Ryan Stevenson

SalesLink

0 Needs more votes
2 Vote

UCC BuyZIP Enhancements

1) Create a file export for easier review of UCC BuyZIP to SalesLink Customer Number assignment. Or create search by ZIP or SalesLink Customer Number assignment. Current process is very manual and not easy to use. 2) Create a batch upload to chang...

Created 11 Oct 16:13 by Nick Gluski

SalesLink

0 Needs more votes
2 Vote

Enable email sync between SalesLink/Flex influencers and SalesLink Contacts

SalesLink contacts (contact list) do not sync email addresses listed on customer profile in SalesLink desktop or Flex.

Created 10 Oct 15:43 by Michael Doughty

SalesLink Flex

1 Already exists

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