CloudLink Ideas Portal

3 Vote

Gatekeeper - Completed On field for Done Requests and Export Button for Analysis

It would be valuable to see when a request was Completed On from the Done Request screen. This will allow us to see how long it is taking for requests to be processed (without having to go into each request to see this information). It would also ...

Created 11 May 17:47 by Tracy DiStefano

SalesLink / Dealer Idea

0 Needs more votes
2 Vote

Add the Overall Cm Status and notes to the "Alerts Review Summary"

Make the overall cm status viewable in the alerts by month page. This would allow us to track trends with the machines we are maintaining as well as know at a glance if a healthy machine is throwing "higher" or red level codes faster. There by inc...

Created 18 Jan 21:51 by Cody Skaggs

Condition Monitoring Portal / API, Data or Reporting

0 Needs more votes
1 Vote

Add Block Labor Discount in ServiceLink

We would like to add the option to have block labor functionality in ServiceLink. This function would be bale to handle the ability to set a discount on a number of hours of labor sold to a customer. This function is available in DBS but not in Se...

Created 25 Sep 19:05 by Lynn Chou

ServiceLink

0 Needs more votes
2 Vote

Blog yourself

Have the ability to blog yourself to help keep track of various to do's on work orders, such as follow up on part back orders or credits.

Created 27 Dec 23:35 by Krystal Goodchild

ServiceLink / New Functionality

1 Needs more votes
4 Vote

Improved Lead and Opportunity Sales Funnel Report

Marketing Managers and Sales Managers need better visibility around the performance of a reps Sales Funnel and/or specific sources and campaigns. If we had a view similar to the attachment then we'd be able to quantify the results at a single glan...

Created 16 Jul 16:38 by Wendy Spalding

SalesLink / API, Data or Reporting

0 Needs more votes
2 Vote

Show Future Programs as Options when Selecting Future Delivery date

When quoting with an estimated delivery date in 2022 iQuote does not pull in the 2022 programs. It only shows 2021 available.

Created 13 Dec 15:41 by Joseph Abbas

COTI / New Functionality

0 Needs more votes
1 Vote

Make it so more than 2 attachments can be included in a rental

Currently there can be up to two attachments included in a quote. Some companies rent more than two attachments along with prime product. Add the ability to add more than two attachments.

Created 06 Sep 14:15 by Michael Doughty

iQuote

0 Needs more votes
1 Vote

Gross trade allowance and amount owing values now use a pipe delimiter in the purchase agreement document

If there are multiple values for gross trade allowance, those values are shown in the purchase agreement document with a pipe delimiter . The same applies for amount owing values.

Created 05 Sep 19:05 by David Vuong

iQuote

0 Needs more votes
1 Vote

Make the Technician Data Entry Screen Fullscreen

Instead of the data entry screen being a small screen on top of another screen, make it fullscreen.

Created 29 Aug 14:42 by Krystal Goodchild

ServiceLink

0 Needs more votes
1 Vote

Add the Equipment Tab to Technician Data Entry Screen

Add the Equipment tab to the technician data entry screen

Created 29 Aug 14:39 by Krystal Goodchild

ServiceLink

0 Needs more votes

CloudLink Ideas Portal

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Gatekeeper - Completed On field for Done Requests and Export Button for Analysis

Add the Overall Cm Status and notes to the "Alerts Review Summary"

Add Block Labor Discount in ServiceLink

Blog yourself

Improved Lead and Opportunity Sales Funnel Report

Show Future Programs as Options when Selecting Future Delivery date

Make it so more than 2 attachments can be included in a rental

Gross trade allowance and amount owing values now use a pipe delimiter in the purchase agreement document

Make the Technician Data Entry Screen Fullscreen

Add the Equipment Tab to Technician Data Entry Screen

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

Gatekeeper - Completed On field for Done Requests and Export Button for Analysis

Add the Overall Cm Status and notes to the "Alerts Review Summary"

Add Block Labor Discount in ServiceLink

Blog yourself

Improved Lead and Opportunity Sales Funnel Report

Show Future Programs as Options when Selecting Future Delivery date

Make it so more than 2 attachments can be included in a rental

Gross trade allowance and amount owing values now use a pipe delimiter in the purchase agreement document

Make the Technician Data Entry Screen Fullscreen

Add the Equipment Tab to Technician Data Entry Screen

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