CloudLink Ideas Portal

3 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 review
5 Vote

More Detail in the Audit Report

Servicelink needs to add more detail to the Audit log for Misc and Work Order Header. We need to know what was changed like cost, sell, and quantity.

Created 05 May 15:15 by Robert Cox

ServiceLink / API, Data or Reporting

0 Needs review
4 Vote

ADD Edit button for Serial number update

Add an edit button to the serial number page in Condition monitoring similar to the edit button in SalesLink or Customer search, to send serial number/asset updates to the gate keeper.

Created 12 Sep 15:29 by Joe Swayne

Condition Monitoring Portal / New Functionality

0 Needs review
2 Vote

Security Matrix item for Special Instructions

Can a Security Matrix selection be added to restrict the access to Special Instructions edit/create

Created 27 Nov 00:28 by Richard Betts

ServiceLink

0 Needs review
2 Vote

TRANSFER MEDIA FILES FROM ONE WORK ORDER TO ANOTHER

The ability to transfer media files from one work order to another

Created 03 Oct 15:35 by Arlette Costa

ServiceLink

0 Needs review
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 review
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 review
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 review
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
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

CloudLink Ideas Portal

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The ability to see Back Ordered parts in ServiceLink

More Detail in the Audit Report

ADD Edit button for Serial number update

Security Matrix item for Special Instructions

TRANSFER MEDIA FILES FROM ONE WORK ORDER TO ANOTHER

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

Ability to add links into Document section or quote

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

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

The ability to see Back Ordered parts in ServiceLink

More Detail in the Audit Report

ADD Edit button for Serial number update

Security Matrix item for Special Instructions

TRANSFER MEDIA FILES FROM ONE WORK ORDER TO ANOTHER

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

Ability to add links into Document section or quote

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

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