CloudLink Ideas Portal

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
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
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
2 Vote

Add an option to include EL notes in the case download to Excel function

We would like to incorporate "EL notes" in the CMP cases downloaded using Excel feature.

Created 29 Jul 01:44 by Mark Knight

Condition Monitoring Portal

1 Needs more votes
6 Vote

Upload Videos in App

Be able to upload videos in app. They can be uploaded online in ServiceLink, but not through the app.

Created 16 Jun 17:48 by Krystal Goodchild

ServiceLink Flex / Dealer Idea

0 Needs more votes
9 Vote

Switching from Corporate to Private customer GP% settings

Quoting a customer as Corporate forces the GP% to default to 0, but when you change the customer type to Private the GP% remains at 0 instead of reverting back to the system default GP. It would be really nice to have the option to toggle a custom...

Created 06 Nov 19:34 by Danielle Ricketson

iQuote / Dealer Idea

3 Needs more votes
1 Vote

Tying multiple work orders to a lead OR customizing the $ amount different than that of the WO

When we go to tie a work order to a closed won lead, we are not able to enter a dollar amount that is different than what the work order shows. This is an issue because sometimes we have the work split between multiple work orders. We cannot tie m...

Created 29 Jan 17:07 by McKinsey Frederick

SalesLink

0 Needs more votes
1 Vote

Filter WOs by type of WO

We have 2 types of work orders at our dealership, we have regular work orders as well as monthly work orders. It has been brought to our attention that it would be useful to add a security setting in ServiceLink that prevents technicians from ente...

Created 29 Jan 00:25 by Lynn Chou

ServiceLink

1 Needs more votes

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