CloudLink Ideas Portal

2 Vote

Update the GetChanges API to show the WO invoice status more quickly

Currently if you Invoice Immediately, the work order status goes to Invoiced, however the ticket status stays in Closed until the next day. This means that the work order stays in the Closed section of the Pipeline, and doesn't move to the invoice...

Created 01 Sep 19:05 by Jenna McStotts

ServiceLink

0 Needs more votes
7 Vote

View or print a proforma without having to initiate a print out in DBS

Currently is is one of 18 Functions that DBS is still required for that we we need to build

Created 22 Aug 05:05 by Hector Catre

ServiceLink

0
2 Vote

Limit of Rental inventory attachments in iQuote

Definition: Currently it is hard coded in the system to show only two attachments for rentals. We should have the ability to show more than 2 attachments for rentals. Reasoning: Currently it provides an incomplete accounting of all the attachments...

Created 28 Aug 15:42 by Andreas Kanitz

iQuote / Dealer Idea / New Functionality

0 Needs more votes
2 Vote

Showing the Agreement Customer in SalesLink Flex

Definition: Sometimes names are missing from SalesLink Flex. This is because it is showing the equipment attached to the customer and the internal inventory customer name from DBS. It should display the agreement customer name if one is available....

Created 25 Aug 23:04 by Andreas Kanitz

SalesLink Flex / Dealer Idea

0
2 Vote

Option to print out the Financial summary to present to our customers

With PSQ, I think it would be a great idea if there was an option to print a 1 page summary of the quote.

Created 21 Aug 20:11 by John Ngo

PSQuoter

0
3 Vote

Ability to add links into Document section or quote

Ability to not only attach documents to the quote but also links

Created 28 Oct 07:06 by Dan Ham

PSQuoter / New Functionality

1 Needs review
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
5 Vote

Modern Integration - Phase 4

Background: Modern is a communications technology that we want to utilize to maintain two way communication We started by doing the development to send out SVL communications via Modern as another way to send communications. This has been talked a...

Created 19 Feb 15:54 by Hector Catre

ServiceLink / Integrations

0
3 Vote

Be able to pull one segment to work order from header of segment in WO.

Have option to pull one segment in wo segment header from a PSQ quote.

Created 28 Sep 14:05 by Jesse Lindgren

PSQuoter / Integrations

0 Needs review
3 Vote

Include Physical Address in Results when Searching by Address

When trying to locate a customer by physical address in Customer Search, the results bring back billing address only. Numerous customers use different addresses for billing than their physical address, i.e. PO Box. We then have their physical addr...

Created 21 Sep 11:47 by Tonya Blessing

Customer Search

0 Needs more votes

CloudLink Ideas Portal

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Update the GetChanges API to show the WO invoice status more quickly

View or print a proforma without having to initiate a print out in DBS

Limit of Rental inventory attachments in iQuote

Showing the Agreement Customer in SalesLink Flex

Option to print out the Financial summary to present to our customers

Ability to add links into Document section or quote

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

Modern Integration - Phase 4

Be able to pull one segment to work order from header of segment in WO.

Include Physical Address in Results when Searching by Address

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

Update the GetChanges API to show the WO invoice status more quickly

View or print a proforma without having to initiate a print out in DBS

Limit of Rental inventory attachments in iQuote

Showing the Agreement Customer in SalesLink Flex

Option to print out the Financial summary to present to our customers

Ability to add links into Document section or quote

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

Modern Integration - Phase 4

Be able to pull one segment to work order from header of segment in WO.

Include Physical Address in Results when Searching by Address

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