CloudLink Ideas Portal

1 Vote

'Sync Parts Holding File' button to Update Order Qty to Used Qty in Parts Holding DBS Menu

After the parts have been imported move them from 'Order Qty to Used Qty' like DBS currently functions to stop duplicate/triplicate parts being ordered.

Created 11 Feb 23:18 by Marita Lucas

ServiceLink

2 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
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
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
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
4 Vote

Populate the agreement number in COTI, irrespective of whether a deal is invoiced or not

Currently, we only populate the sales agreement number from DBS once the deal has been invoiced. The ask is to have the Agreement number fetched from the Agreement Table in DBS irrespective of whether a deal is invoiced or not.

Created 24 May 21:19 by Peter Le Mare

COTI

1 Needs more votes
9 Vote

Create Regional Mgr Approval Workflow Process for Rep Assignment and Deassignment Requests

Regional managers want to approve/reject account assignment and de-assignment requests before they are submitted to a Gatekeeper for processing in DBS. Today these requests are pushed straight to the Gatekeeper whereby the Gatekeeper sends a scree...

Created 30 Jul 14:03 by Wendy Spalding

SalesLink / Dealer Idea

0 Needs more votes

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