CloudLink Ideas Portal

1 Vote

2nd Email Address Field as Default (instead of Extra Detail)

To have a secondary email address field for influencers (business email and personal email)

Created 11 Jun 18:22 by Rachel Roberts

SalesLink

0 Needs more votes
2 Vote

API addition request

Service Operations management have identified that it would be very helpful to see a report that shows work orders and the employee that has closed them. Currently this information is shown in the audit log in SVL on the WO so we can look at it at...

Created 13 Jun 16:53 by Jen Thompson

ServiceLink

0 Needs more votes
2 Vote

MEDIA UPLOAD

Currently our technician's upload their Product Status Reports into the media tab of the work order and then also turn around and upload into Condition Monitoring application - so that our TC's can get to the PSR's if needed without needing a WO #...

Created 07 Jun 21:38 by Arlette costa

ServiceLink

0 Needs more votes
2 Vote

SVL - Work Order Status Request to Close or Completed Should Not Allow Users to Add Items to Work Order

When the work order status in SVL is set to Request to Close or Completed, a user should not be allowed to add additional labor, parts, or misc to the work order in SVL. These statuses are in the Finalizing stage of a work order is on its way to c...

Created 23 May 20:49 by Roxanne Smith

ServiceLink / New Functionality

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1 Vote

Add RSR tab as an option when batching in leads.

When you create a campaign and go to batch in leads, you can only assign to a MSR or PSSR. There is no option to assign to an RSR. When creating campaign's based on the RSR, it is a pain to have to manually add in all of the representatives that a...

Created 28 May 18:52 by Kelsey Schauf

SalesLink

0 Needs more votes
3 Vote

How to give Model Config, Local Item access to "Sales Rep" role

One of our sales reps detailed a scenario where he'd like to be able to look at the local items for a particular machine, without having to make a whole quote for that machine. Scenario is the customer has a machine but wants to buy a bucket and a...

Created 04 May 23:14 by michael groseclos

Model Admin / Dealer Idea

0 Needs more votes
3 Vote

Can we make the Non CAT Model be a dropdown and have that screen require a Serial Number?

Need to make the non cat Model a dropdown and make the serial Number required.

Created 29 Apr 22:21 by David Amin

SalesLink / New Functionality

0 Needs more votes
3 Vote

Parts and Service Leads Estimated Revenue

When linking a quote to a lead can the "ESTIMATED REVENUE" under the PRODUCT DETAILS at the bottom portion of the lead detail only show PARTS revenue and leave the Est. Revenue in the Lead details to (include Parts and Labour) as it does now (no c...

Created 28 Apr 23:28 by Lori Ciccarelli

SalesLink / Integrations / New Functionality

0 Needs more votes
3 Vote

Need UCID Extra Detail field to be searchable and referenced in Advanced Search reporting

We need to be able to search by UCID and have the UCID listed in Advanced Search reports such as the Account List.

Created 26 Apr 22:51 by Court Laslop

SalesLink / API, Data or Reporting

0 Needs more votes
3 Vote

Change map to meaningful pins like older version

Google map pins can be edited. Currently the map pins are similar color and don't have any identifying letter (S=Store), etc .Change them back to the way the previous version was. See attached. We have two pins that are almost exactly the same col...

Created 26 Apr 22:49 by Joe Swayne

ServiceLink / User Experience and Useability

0 Needs more votes

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