CloudLink Ideas Portal

4 Vote

Make the PAR reminder in Calendar a hyperlink

Currently the PAR Reminder in Calendar is view only. It would be good if the expanded view had a hyperlink to the customers basic info page.

Created 07 Oct 02:25 by Mark Courtenay

SalesLink / Dealer Idea

3 Needs more votes
3 Vote

Contracts with Partial Billing

SalesLink does not handle contracts with partial billings; this would be an enhancement.

Created 15 Jul 21:56 by Lori Ciccarelli

SalesLink / New Functionality

0 Needs more votes
4 Vote

Assign and De-assign Customers

The ability to assign and de-assign customers. Currently this capability is for leads but not for customers.

Created 30 Jun 15:32 by Erica Gladden

SalesLink Flex / Dealer Idea

0 Needs more votes
4 Vote

Able to use the Saleslink Flex "Around Me" feature to filter on customers that we have not contacted

No description provided

Created 28 Jun 20:50 by Erica Gladden

SalesLink Flex / Dealer Idea

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
1 Vote

Add a field on the project summary page labeled estimate amount

To add field on the project summary page for estimated services and materials.

Created 25 Jun 13:04 by Brett Porterfield

iMacs

0 Needs more votes
1 Vote

Create Sales Agreement Number prior to invoicing

The idea is to generate the sales agreement number prior to the star of the invoicing process.

Created 25 Jun 12:57 by Brett Porterfield

iMacs

0 Needs more votes
1 Vote

Need a field added to imacs to track the sales agreement number

The idea is to add a field in iMacs to track the sales agreement number as at present there is not a place available to do this.

Created 25 Jun 12:48 by Brett Porterfield

iMacs

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
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

CloudLink Ideas Portal

Filter by status

Filter by category

Make the PAR reminder in Calendar a hyperlink

Contracts with Partial Billing

Assign and De-assign Customers

Able to use the Saleslink Flex "Around Me" feature to filter on customers that we have not contacted

API addition request

Add a field on the project summary page labeled estimate amount

Create Sales Agreement Number prior to invoicing

Need a field added to imacs to track the sales agreement number

MEDIA UPLOAD

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

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

Make the PAR reminder in Calendar a hyperlink

Contracts with Partial Billing

Assign and De-assign Customers

Able to use the Saleslink Flex "Around Me" feature to filter on customers that we have not contacted

API addition request

Add a field on the project summary page labeled estimate amount

Create Sales Agreement Number prior to invoicing

Need a field added to imacs to track the sales agreement number

MEDIA UPLOAD

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

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