CloudLink Ideas Portal

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
15 Vote

Add the Ability to Merge Multiple Revisions of a Quote into one Quote Document

Today, when our reps quote both a cash option and a finance option we typically use multiple revisions of the quote to do this since the pricing is different (ie. 0% for 48 vs using RSA for a cash sale). This is most common with BCP but does occur...

Created 06 Feb 15:10 by Tony Lucini

iQuote / Dealer Idea

1
4 Vote

Allow for additional owner types when batch creating activities

Date of Request: Septempber 1, 2023 Company requesting Wagner Contact at company requesting Ashley Gross Timing of ask for this to be useful to the company As soon as it is useful we can adopt it within our process Products impacted SalesLink What...

Created 28 Sep 14:06 by Andreas Kanitz

SalesLink / Dealer Idea / New Functionality

1 Already exists
2 Vote

Have the ability to add Special Instructions to the Workorder Header in Service Link

Have the ability to add Special Instructions to the workorder header so they show up when we print the workorder.

Created 31 Jul 13:35 by Larry Rosenberg

ServiceLink

1 Already exists
4 Vote

Technicians Access Levels in ServiceLink

Within Service Link, it would be nice to have an option that allows Technicians to only edit the Work Orders they have been assigned to and view all other type of work orders that they are not associated with. This would leave only Supervisors, Le...

Created 25 Sep 18:50 by Lynn Chou

ServiceLink

0 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
3 Vote

Need to connect HCL Notes Calendar to SalesLink

Holt of California uses HCL Notes. We need to integrate the calendar from HCL notes with the Calendar in Saleslink. Same as outlook is working.

Created 23 Feb 00:49 by Gail Dryden

SalesLink

3
2 Vote

Texada Module Connection Status for Cloudlink Applications Console

Develop a system connection check for Texada Modules that is visible to users when they log in to Texada on the Applications dashboard. This could be a simple tick / cross identifier with text for any connection failures to external systems.

Created 25 Jul 01:09 by Shannan Jackson

CloudLink Console

0 Needs review
4 Vote

The ability to see Back Ordered parts in ServiceLink

On the home page there is a tab for "Heldups/Exceptions." Under that tab there is "Work in Progress Exceptions" and "Finalizing Exceptions." Under the work in progress there are 3 parts items. It doesn't have a "parts are back ordered" item. It wo...

Created 13 Sep 17:44 by Lynn Chou

ServiceLink

1 Needs more votes

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