CloudLink Ideas Portal

2 Vote

Improve the visibility/accuracy of customer credit situation in Sales Link/Texada Suite

We previously asked for a quote to customize this and were told to add it to ideas portal: Our finance leaders are having issues with the fact that the Sales Link AR screen customized for William Adams only shows invoices and AR buckets from Unit ...

Created 14 Aug 03:09 by Jonathan Slome

SalesLink

1 Needs clarification
1 Vote

Show Scheduled Checkbox to filter Monthly Work orders

Currently the "Show Scheduled" checkbox does not filter the segments/ops displayed on the Technician Dashboard and shows all monthly segments and operations regardless of whether they are scheduled or not. Ideally the Show Scheduled checkbox shoul...

Created 08 Jan 03:42 by Shannan Jackson

ServiceLink

1 Needs more votes
3 Vote

EMT - Tickets in WO missing charge codes

When EMT is opening a WO, it is not inputting the charge codes. Our default is to have 2 header charge codes (SF3 and SF6). EMT WOs are only adding one header charge code (SF6).

Created 14 Mar 16:39 by Deborah Babington

EMT / Internal Idea

0 Needs more votes
6 Vote

Easily reprice Labour and Misc

Problem: Currently there is no easy way to reprice labour and misc. This applies for when a quote is copied to new revision or quote and when customer class or customer details are changed at either a header, segment levels.Proposed functionality:...

Created 20 Dec 06:54 by Dan Ham

PSQuoter

0 Needs more votes
5 Vote

Health dashboard for ERP connections

Request to enhance health reporting in the Cloudlink Console to show the health of integrations to the back end ERP system such as DBS. Eg: the integration between ServiceLink and DBS is down for synchronizing workorders. The existing health repor...

Created 15 May 17:23 by Stephen Cavanagh

CloudLink Console / Dealer Idea / Internal Idea

0 Needs review
11 Vote

iQuote User Management

Currently iQuote is using the SalesLink Secured Module for Managers as the source of Managers to show in iQuote. There should be an additional level of filtering or selection applied, either based on Division, Rep Type, or perhaps with a key or us...

Created 20 Nov 23:23 by Jayme James

iQuote

1
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
3 Vote

Proper iQuote product manual

We need a proper product manual for this product.

Created 05 Mar 01:57 by Stephen Cavanagh

iQuote

0 Needs more votes
3 Vote

Improve 3rd party API error messaging

Improve error messaging for API failures from sources CloudLink integrates with by adding who provides the API, what the API name is and an attached XML "request response" file that third parties find helpful in order to troubleshoot what is causi...

Created 04 Mar 17:09 by Stephen Cavanagh

ServiceLink

0 Planned - to be scheduled
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

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