CloudLink Ideas Portal

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
2 Vote

Ability to open work order segments from PSQuoter

Ability to open work order segments from PSQuoter

Created 08 Mar 15:20 by Austin Cunningham

PSQuoter

1 Needs more votes
1 Vote

The ability to add multiple Standard Jobs at one time.

Within ServiceLink, the ability to select multiple Standard Jobs to add at one time.

Created 20 Oct 23:08 by Aj Vos

ServiceLink

3 Needs more votes
5 Vote

Automatically close leads after one year

The ability to automatically close leads after one year in the system. This similar to how we auto close quotes after 90 days.

Created 11 Mar 13:23 by Erica Gladden

SalesLink / New Functionality

0 Needs more votes
1 Vote

Advanced Search - Additional Search Fields

Add additional fields to Advanced Search function; Work order status. Include Segments Allow multiple selections for Ticket Status field (or all drop down menus). Additional fields to show in advanced search table; Actual and estimates for Parts/L...

Created 11 Oct 03:38 by James Miller

ServiceLink

0 Needs more votes
1 Vote

Blog - Subject field

Add a subject field to blogs.

Created 11 Oct 02:31 by James Miller

ServiceLink

0 Needs more votes
5 Vote

Mandatory fields in an opportunity is not the same in iQuote

When creating a new opportunity in iQuote (quote creation process) there are the following fields that is not mandatory in iQuote that is Mandatory in Sales Link Branch Description Industry CodeIf the quote is won in iQuote can the status of the o...

Created 25 Feb 23:07 by Daniel Matthews

iQuote / Integrations

4 Needs more votes
1 Vote

Add Color for Warranty Type on the scheduler screen so Techs can identify a Warranty job fast

Techs need to hold onto parts that belong to warranty jobs, as CAT requires to send those parts back most of the time. The tech can easily identify a Warranty job if the job had a red color or any bright color to know he should not throw those par...

Created 08 Oct 17:43 by Diego Brousset

ServiceLink

0 Needs more votes
3 Vote

SVL Flex - Show Notifications

The request is to indicate to users when there is (e.g. new work order assigned, blog, etc.) like other apps do. Having a notification window show as well as an indicator on the application icon on the home screen. This could be something for SVL ...

Created 23 May 20:41 by Roxanne Smith

ServiceLink Flex / Dealer Idea

0 Needs more votes
4 Vote

ADD Edit button for Serial number update

Add an edit button to the serial number page in Condition monitoring similar to the edit button in SalesLink or Customer search, to send serial number/asset updates to the gate keeper.

Created 12 Sep 15:29 by Joe Swayne

Condition Monitoring Portal / New Functionality

1 Needs more votes

CloudLink Ideas Portal

Filter by status

Filter by category

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

Ability to open work order segments from PSQuoter

The ability to add multiple Standard Jobs at one time.

Automatically close leads after one year

Advanced Search - Additional Search Fields

Blog - Subject field

Mandatory fields in an opportunity is not the same in iQuote

Add Color for Warranty Type on the scheduler screen so Techs can identify a Warranty job fast

SVL Flex - Show Notifications

ADD Edit button for Serial number update

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

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

Ability to open work order segments from PSQuoter

The ability to add multiple Standard Jobs at one time.

Automatically close leads after one year

Advanced Search - Additional Search Fields

Blog - Subject field

Mandatory fields in an opportunity is not the same in iQuote

Add Color for Warranty Type on the scheduler screen so Techs can identify a Warranty job fast

SVL Flex - Show Notifications

ADD Edit button for Serial number update

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