CloudLink Ideas Portal

1 Vote

Bring DBS field "Equipment Location" into SVL Equipment Location tab

Request: Bring "Field Location" from DBS into SVL Overview tab at the equipment level. The field would be free text, not formatted as an address. It would not be editable in SVL. As these are power systems addresses they do not change often. Busin...

Created 08 Nov 19:33 by Mark Dearborn

ServiceLink / SOW

0 Needs more votes
1 Vote

Scheduling "Single Entry" Checkbox - Default to checked.

Scheduling "Single Entry" Checkbox - Can we configure the checkbox to be defaulted to checked for all New Bay Scheduling Events? Users are accidently creating entries for long periods that then require each day edited.

Created 31 Oct 22:16 by James Miller

ServiceLink

1 Needs more votes
2 Vote

Need PSE Type field to be optional for non-Cat manufacturers

When quoting a non-Cat machine with no SN or one that isn't on the customer's pop file, the PSE Type field is still mandatory. When a non-Cat machine is in the customer's pop file and is selected in the quote header, the PSE Type field becomes opt...

Created 16 Feb 20:43 by Justin VAhlborn

PSQuoter

0
8 Vote

Updated read of invoiced units

Currently there is a nightly job to read invoiced units in COTI under the Financials Section. The job runs once only at 5:00am daily. It takes less than 1 hr 1/2 to run. Is it possible to have the job update more than once? The business has reques...

Created 20 Nov 14:19 by Erica Gladden

COTI

1
3 Vote

Enhance Customer Coverage View in SalesLink - Sales Rep

Allow SalesLink - Sales Rep users to view more than just their Completed Activities on the Customer Coverage page. In particular, allowing users to view their completed Activities and any future dated activities when reviewing from a yearly view. ...

Created 31 May 16:55 by Dylan Lightfoot

SalesLink

1
7 Vote

Enable dealers to upload local items in the UI

Currently, when a dealer wants to upload a new local items file, they have to submit a ticket, which is frustrating for the customer and uses scarce internal resources.

Created 28 Jul 16:51 by Peter Le Mare

iQuote / New Functionality

3
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

1 Needs more votes
4 Vote

Have iQuote Signed Sales Agreement and Predefined Documents Flow into COTI

We would like to mirror the way our uploaded documents flow into COTI for the Signed Sales Agreement and Predefined Documents under the documents tab in iQuote.

Created 09 Sep 17:54 by Fallon Foale

iQuote / Integrations

0
8 Vote

Add Time to "Last Updated" Column in Sales Manager & Sales Rep view....also default sort oldest to newest.

It would be extremely helpful to the users working deals in this view to have the last updated column include the time as well as date. Especially towards the end of the month. Also, if the view could default sort oldest to newest, it would be hel...

Created 31 Oct 20:03 by Mike Love

COTI / User Experience and Useability

0 Needs more votes
3 Vote

SVL Flex - Show Notifications

The request is to indicate to users when there is (e.g. new work order assigned, blog, etc.) like other apps do. Having a notification window show as well as an indicator on the application icon on the home screen. This could be something for SVL ...

Created 23 May 20:41 by Roxanne Smith

ServiceLink Flex / Dealer Idea

0 Needs more votes

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