CloudLink Ideas Portal

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
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
2 Vote

Add logging to ServiceLink Rosters

Someone moved an employee to a different roster during the current pay period causing havoc for sorting out this persons pay. This idea is to have a log to record how the employees are set up or which roster they are on and the history of rosters ...

Created 13 Mar 16:58 by Stephen Cavanagh

ServiceLink / API, Data or Reporting

1 Needs more votes
8 Vote

Retain Quote Editor and Agreement Editor Component changes when we change the Configuration of a quote

We are encountering a poor user experience in iQuote when changes are needed to the Configuration of an existing quote. These changes can often be very minor eg adding an additional standard job. The rep has already invested time in the Compon...

Created 15 Oct 04:48 by Michael Green

iQuote / New Functionality

0
2 Vote

Ability to open work order segments from PSQuoter

Ability to open work order segments from PSQuoter

Created 08 Mar 15:20 by Austin Cunningham

PSQuoter

1 Needs more votes
3 Vote

API addition request

Service Operations management have identified that it would be very helpful to see a report that shows work orders and the employee that has closed them. Currently this information is shown in the audit log in SVL on the WO so we can look at it at...

Created 13 Jun 16:53 by Jen Thompson

ServiceLink

0 Needs more votes
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
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

Automatically add products for campaigns batch leads

In campaigns, when using batch leads under product tab for known products, add product details automatically to the lead. This will help to add leads for a batch list of products such as CVA renewals in only few clicks and will save significant ti...

Created 22 May 04:21 by Alex Esi

SalesLink / Dealer Idea

1

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