CloudLink Ideas Portal

2 Vote

Misc. Entries not Repricing as per the Sell Rate Table

When we apply a Customer override the Misc. Entries not repricing as per the Sell Rate Table. The way Servicelink currently writes miscellaneous details to DBS when the work order is initially pushed prevents DBS from functioning as intended. User...

Created 01 Nov 15:47 by Deborah Babington

ServiceLink / Dealer Idea

1 Planned - to be scheduled
5 Vote

Add Customer Requested Start Date field to ServiceLink

We are requesting to add a new field to ServiceLink for Customer Requested Start Date and an API to report that data back to us. We would like it to be a calendar field with the ability to have a default date set or be left blank.

Created 30 Aug 18:20 by Melissa Bonney

ServiceLink

2 Planned - to be scheduled
9 Vote

Drag/Drop Activities

The ability to drag/drop activities to different working days on a calendar view would make things easier for reps instead of having to go into the activity then edit and save.

Created 21 Jan 16:18 by Eric Bowers

SalesLink / New Functionality

0 Planned - to be scheduled
14 Vote

Include PAR in SalesLink Flex.

Include the rep's PAR information in SalesLink Flex. Allow reps to view & edit their PARs

Created 29 Jan 19:21 by Jessica Mayher

SalesLink Flex

5 Planned - to be scheduled
4 Vote

EMT to use Model instead of Price Model for Model field in Machine Information

The EMT Model Information page currently uses the Price Model field value from DBS for the Model field. It should be changed to use the Display Model which is what CMP uses.

Created 05 Jan 19:52 by Stephen Cavanagh

EMT

3 Planned - to be scheduled
9 Vote

Lost Service Opportunities

Problem Statement: Cat are requiring Dealers to more accurately report on Lost Parts & Service Sales. Competitive Repairs are also becoming our largest Parts Customers however we do not have a system to record & analyse this customer group...

Created 17 Oct 23:10 by Mark Courtenay

SalesLink / API, Data or Reporting / Dealer Idea / New Functionality

2 Planned - to be scheduled
2 Vote

You can now bulk delete standard jobs and local items

No description provided

Created 28 May 14:19 by David Vuong

iQuote

4 Planned - to be scheduled
6 Vote

Add PAR Percentage Report to SalesLink Flex

We would like the PAR Percentage report that is available in Saleslink Executive to be available for Saleslink Sales Rep App

Created 28 Sep 22:37 by Lori Ciccarelli

SalesLink / API, Data or Reporting / Dealer Idea

10 Planned - to be scheduled
9 Vote

Add ability to 'email' a Note from SalesLink.

Similar to how COTI works today. If someone adds a Note to an opportunity in SalesLink and need to communicate that Note, it would be extremely helpful if they can click an 'Email Recipients' button to select users who would receive an immediate e...

Created 17 May 16:06 by Deborah Styring

SalesLink

0 Planned - to be scheduled
4 Vote

Estimated arrival date utilization on field jobs

Currently, the 'Promise date' and 'Est. Unit Arrival' fields are required when opening a Shop job and only the 'Promise date' is required when opening a Field job. Can SVL be configured so both the 'Promise date' and 'Est. Unit arrival' (or) 'Arri...

Created 11 Mar 00:20 by Russ Holindrake

ServiceLink

1 Planned - to be scheduled

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