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
1 Vote

The logic to manage Base Model/Display Model/Compatibility Code for visibility in iQuote should be consistent in Commissions.

Change current Commissions module logic to calculate the commission on a machine regardless of if the Display Model is set up in Model Admin OR the Compatibility Code is set up in Model Admin. It should be consistent with how it works for iQuote/M...

Created 19 Feb 21:39 by Mike Love

Commissions Framework

1 Will not implement
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
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
6 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

1 Needs review
3 Vote

Standard jobs with FR exchange in PSQ does not show the parts list

Standard jobs with FR exchange in PSQ does not show the parts list. Creating quotes from these standard jobs do not bring over the parts list but does bring over the parts amount. Dealers have parts lists for flat rate exchange for various jobs pa...

Created 03 Jan 22:31 by Stephen Cavanagh

PSQuoter

0
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
9 Vote

Create Regional Mgr Approval Workflow Process for Rep Assignment and Deassignment Requests

Regional managers want to approve/reject account assignment and de-assignment requests before they are submitted to a Gatekeeper for processing in DBS. Today these requests are pushed straight to the Gatekeeper whereby the Gatekeeper sends a scree...

Created 30 Jul 14:03 by Wendy Spalding

SalesLink / Dealer Idea

0 Needs more votes
1 Vote

Bulk assign leads by customer county and zip code

To be able to filter by customer county and zip code in the "Manage - Opportunity, Activity and Issue Status scree

Created 13 Feb 20:46 by Stephen Cavanagh

SalesLink

0 Needs more votes

CloudLink Ideas Portal

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Default Follow Up Date to Estimated Customer Reply Date

Remove the standard package option from the top of the model menu as it is a duplicate of what's under the sales model.

The logic to manage Base Model/Display Model/Compatibility Code for visibility in iQuote should be consistent in Commissions.

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

Add an option to include EL notes in the case download to Excel function

More Detail in the Audit Report

Standard jobs with FR exchange in PSQ does not show the parts list

Texada Module Connection Status for Cloudlink Applications Console

Create Regional Mgr Approval Workflow Process for Rep Assignment and Deassignment Requests

Bulk assign leads by customer county and zip code

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

Default Follow Up Date to Estimated Customer Reply Date

Remove the standard package option from the top of the model menu as it is a duplicate of what's under the sales model.

The logic to manage Base Model/Display Model/Compatibility Code for visibility in iQuote should be consistent in Commissions.

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

Add an option to include EL notes in the case download to Excel function

More Detail in the Audit Report

Standard jobs with FR exchange in PSQ does not show the parts list

Texada Module Connection Status for Cloudlink Applications Console

Create Regional Mgr Approval Workflow Process for Rep Assignment and Deassignment Requests

Bulk assign leads by customer county and zip code

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