CloudLink Ideas Portal

1 Vote

Add mandatory 'Type of Sale' field with picklist of 'Replacement Machine' and 'Addition to Fleet'

iQuote needs a mandatory field at quote named 'Type of Sale' at the header level requiring the rep to select from the following picklist of values: Addition to Fleet Replacement Machine The 'Type of Sale' field needs to be added to the Quote List ...

Created 06 Feb 19:48 by Justin VAhlborn

iQuote

0 Needs more votes
2 Vote

Add the customer's name into the cancelled deals report

Add the customer's name into the cancelled deals report in COTI.

Created 22 Nov 06:41 by Mark Knight

COTI / API, Data or Reporting / User Experience and Useability

0 Planned - to be scheduled
1 Vote

Enhance quote editor to allow changes to the model description.

Currently there is nowhere in the quote editor to change the model description and still send through DocuSign. For example, 305-WJ which is the price list model.

Created 12 Jan 05:48 by Mark Knight

iQuote

3 Needs more votes
1 Vote

Improved support for downloading large files

Large files in COTI can sometimes cause issues when the user is attempting to download them.

Created 10 Jan 21:22 by David Vuong

COTI

0 Needs more votes
1 Vote

Check Standard Job Button - Additional Criteria

Both PSQ and SVL. To improve the functionality of the "Check Standard Job" button in the Edit/New Segment Window, suggest expanding the search criteria to include the 7 SMCS codes and FR exchange Model.

Created 05 Jan 16:13 by John Ngo

ServiceLink

1 Needs clarification
1 Vote

Have outlook communicate directly with CRM plus more

Could the saleslink calendar merge with the outlook calendar? Could we get an email reminder when a follow up is due or scheduled? Also other platforms connect to outlook and when a rep sends an email to a customer it automatically records that em...

Created 03 Jan 19:40 by Janet Perry

CloudLink Console

1 Already exists
2 Vote

Automatic Segment added to work order for CAT Inspection

When a work order is opened to have an segment of (AA) for example automatically added to work order so that CAT inspection can be performed vs. having to manually add the segment in each work order. We do have templates created, but it would be m...

Created 16 Sep 21:52 by Arlette costa

ServiceLink / New Functionality

0
2 Vote

Abililty to add documents to a reservation request

have the ability to add supporting documents to a reservation request

Created 09 Sep 03:05 by Craig Pilcher

iQuote

1
1 Vote

Expand the window for labor detail when adding a standard job

When adding a standard job, it requires the user to review the labor detail page. The modal window is small and needs to be expanded to see all the details without having to use the scroll bar. Please make the default size wider.

Created 29 Dec 21:39 by Phil Mau

ServiceLink

0 Needs more votes
1 Vote

Add address to Equipment Map view

When viewing the equipment map on a ServiceLink Ticket, the coordinates are the only information we see. Can we get the address field to improve the UX of looking up the address?

Created 29 Dec 21:12 by Phil Mau

ServiceLink

0 Needs more votes

CloudLink Ideas Portal

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Add mandatory 'Type of Sale' field with picklist of 'Replacement Machine' and 'Addition to Fleet'

Add the customer's name into the cancelled deals report

Enhance quote editor to allow changes to the model description.

Improved support for downloading large files

Check Standard Job Button - Additional Criteria

Have outlook communicate directly with CRM plus more

Automatic Segment added to work order for CAT Inspection

Abililty to add documents to a reservation request

Expand the window for labor detail when adding a standard job

Add address to Equipment Map view

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

Add mandatory 'Type of Sale' field with picklist of 'Replacement Machine' and 'Addition to Fleet'

Add the customer's name into the cancelled deals report

Enhance quote editor to allow changes to the model description.

Improved support for downloading large files

Check Standard Job Button - Additional Criteria

Have outlook communicate directly with CRM plus more

Automatic Segment added to work order for CAT Inspection

Abililty to add documents to a reservation request

Expand the window for labor detail when adding a standard job

Add address to Equipment Map view

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