CloudLink Ideas Portal

2 Vote

Equipment Add function

Allowing the model box when adding equipment to be a drop down feature of models in dealers database rather than a type in fitler

Created 05 Jun 18:26 by Eric Bowers

SalesLink

6 Already exists
2 Vote

Link an approved PSQ quote to iQuote so it updates the pricing and local items automatically.

When quoting new machine builds or revisions in PSQ there is no way to link the approved quote or revision back to iQuote, the items need to be manually entered.

Created 05 Jun 07:29 by Mark Knight

PSQuoter

1 Needs more votes
3 Vote

Standard jobs with FR exchange in PSQ does not show the parts list

Standard jobs with FR exchange in PSQ does not show the parts list. Creating quotes from these standard jobs do not bring over the parts list but does bring over the parts amount. Dealers have parts lists for flat rate exchange for various jobs pa...

Created 03 Jan 22:31 by Stephen Cavanagh

PSQuoter

0
2 Vote

You can now bulk delete standard jobs and local items

No description provided

Created 28 May 14:19 by David Vuong

iQuote

4 Planned - to be scheduled
1 Vote

Scheduling "Single Entry" Checkbox - Default to checked.

Scheduling "Single Entry" Checkbox - Can we configure the checkbox to be defaulted to checked for all New Bay Scheduling Events? Users are accidently creating entries for long periods that then require each day edited.

Created 31 Oct 22:16 by James Miller

ServiceLink

1 Needs more votes
3 Vote

Migrate Exchange Web Services integration to instead use Microsoft Graph

Background Requests to Exchange Web Services (EWS) will be blocked starting October 1, 2026 (see announcement here). Microsoft recommends that vendors use Microsoft Graph instead.

Created 14 Dec 17:13 by David Vuong

SalesLink

0 Needs more votes
7 Vote

REMOVE THE POP UP "DO YOU WANT TO GET THE DEFAULT CUSTOMER CONTACT INFORMATION"

In EMT, on the machine information tab, when clicking Get Default, a pop up comes up that says "Do you want to get the default customer contact information". The options are Ok and Cancel. You have to click this on all three sections when clicking...

Created 08 Mar 22:06 by Tonya Blessing

EMT

0
2 Vote

RP - To develop a “post-load” so that samples with D-350 are excluded from the results.

Add an exclusion to the _D350 of SOS Serial Numbers to allow them to be tied to the actual Serial Numbers. Run a batch update to correct all historical data with _D350 suffixes.

Created 15 May 18:40 by Deborah Babington

Condition Monitoring Portal / Internal Idea

1 Needs more votes
1 Vote

Service Pipeline $ Amount for Parts, Labour and Misc filter update

$ Amount Parts, Labour and Misc filter checkboxes on Service Pipeline do not filter data correctly. Data displayed on Pipeline is correct but list of WIP when clicking on data points is entire list.

Created 22 Oct 23:18 by Shannan Jackson

ServiceLink

1 Needs more votes
3 Vote

Only active sales reps appear in sales rep dropdowns when inputting data

Currently, all sales reps appear in data entry dropdowns

Created 22 Nov 15:43 by David Vuong

SalesLink

1 Needs clarification

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