CloudLink Ideas Portal

13 Vote

Expiring Warranties - better visibility/mapping if multiple warranties open

Current issue is that a rep will contact a customer based on the 'Expiring Warranty' functionality in SL - however, there could still be an extended warranty open. There needs to be visibility or a better work flow around this process to avoid con...

Created 02 Feb 17:32 by Kari Cannaday

SalesLink / API, Data or Reporting

0 Needs more votes
9 Vote

Agmt. Editor mapping to all addresses associated with Customer record

There are many rules driving more accurate information on our documents...CQI, Revenue Recognition rules & the new Cat Financial rules requiring a street address. To this end, Agmt. Editor in iQuote needs some remapping to allow access to the ...

Created 04 May 17:52 by Mike Love

iQuote / Dealer Idea

5
5 Vote

CMP Bulk ‘Add Equipment’ Upload Feature

Provide a bulk ‘Add Equipment’ upload feature to create or edit condition monitoring group.

Created 25 Aug 06:52 by Mark eddison

Condition Monitoring Portal / New Functionality

3 Needs more votes
2 Vote

RP - To develop a “post-load” so that samples with D-350 are excluded from the results.

Add an exclusion to the _D350 of SOS Serial Numbers to allow them to be tied to the actual Serial Numbers. Run a batch update to correct all historical data with _D350 suffixes.

Created 15 May 18:40 by Deborah Babington

Condition Monitoring Portal / Internal Idea

1 Needs more votes
1 Vote

would like a pop up in iquote to inform salesman to check notes and docs in saleslink client acct

We would like a pop up message to appear to the salesman when they go to do a quick quote or quote in iquote... which either directs them to look at notes and docs on the saleslink acct level or shows the notes and docs in the pop up

Created 13 Dec 20:58 by Janet Perry

iQuote

1 Needs clarification
1 Vote

Have spell check enabled in all Texada modules

Having spell check integrated across all Texada modules, including Service Link & PSQ. The spell check function works if you're using Chrome and have the settings as Enhanced Spell Check. Edge doesn't work at all. I feel this functionality sho...

Created 11 Dec 05:43 by Luke Williams

ServiceLink

2 Needs more votes
4 Vote

Creating a way to add segments to a WO from a Quote

Adding a function when opening a new segment on an existing Work Oder that will allow you to pull in parts labor and misc from a quote.

Created 20 Feb 18:53 by Miranda Love

ServiceLink

1
6 Vote

Parts Availability column in Internal Quotes

We would like the Parts Availability column to be added to the quotes, so that when you download or print a quote we can see what is available or not. Or can we have a way to download the Parts details sections of the quote for internal use?

Created 09 Dec 22:44 by Kaelah Sherman

PSQuoter / Dealer Idea

3 Will not implement
3 Vote

Show Parts Price information on the APP and total of all parts.

Display more parts information on the parts section.

Created 21 Sep 20:46 by Joe Swayne

SalesLink Flex

0
9 Vote

Add contact within activity similar to desktop version

Users cannot add a contact once they are in the add activity screen. They can only select contacts that are currently on the account when adding activities

Created 14 Jan 20:35 by Jessica Mayher

SalesLink Flex

1 Already exists

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