CloudLink Ideas Portal

3 Vote

(WesTrac) Details in the Cliams Pipeline under the heading Warranty within Service Link. To incorporate warranty claims into the GetChanges API for automatic retrieval from DBS.

To incorporate warranty claims into the GetChanges API for automatic retrieval from DBS.

Created 16 Jan 02:50 by Dayton Robson

ServiceLink

0 Needs more votes
14 Vote

(WesTrac) Backlog to generate a segment on update like it does with PIP/PSP's

currently in service link when the user assigns the PSP or PIP to the ticket when updated the system generates a segment 80 for that task. This functionality should also be available when selecting a Backlog to generate a segment on update

Created 08 Apr 00:21 by Travis Satur

ServiceLink

2 Needs more votes
3 Vote

Attachment edit screen allows users to update fields that are not supported by Gatekeeper functionality

To grey out Serial Number and Manufacturer in the edit popup window for Attachments similar to machine edit window.

Created 15 Jan 00:13 by Darren McAllister

SalesLink

0 Needs more votes
4 Vote

ability to customise the tech layout on scheduler

to have the ability to reagange your techs in the scheduler view into a prefered order besides alphabetical order

Created 20 Dec 03:26 by Travis Satur

ServiceLink

2 Needs more votes
14 Vote

Multiple API Keys & ability to control which keys access what API's to enhance data security

Currently there is a single API key that grants access to all Texada API's. We are needing a better way to securely manage API access within the business and with third party software providers. Require the ability to have multiple API access keys...

Created 03 Apr 05:48 by Dan Ham

Reporting API

0 Needs review
14 Vote

When Preventative Maintenance was selected at the segment level in PSQ and the work order created, there is an indictor "P" that is pushed from PSQ to DBSi. Then when the program / indicator is removed in PSQ and work order update from PSQ, the work order in DBSi does not remove the indicator "P" this is preventing the work order from being invoiced. PSQ is allowing the end user to remove the program / indicator and allows the user to update the work order from PSQ, but does not remove the Indicator in DBS. Dealer will need to go to the back end of DBS to clear the indicator and allow user to invoice the work order..

If PSQ is allowing the end user to remove the program / indicator at the segment level and update the work order then the update needs to be pushed and changed in DBSi. This will improve the efficiency of WIP management which helps with CAT excell...

Created 26 Mar 23:53 by Dayton Robson

PSQuoter

1 Needs more votes
11 Vote

(WesTrac) Financials Tab Enhancement

The financial tab on service link currently does not display accurate details to the total end costings of the work order to the customer - taxes and any additional service charges are not captured this gives an icorrect assumption of the costing ...

Created 13 Jun 05:44 by Travis Satur

ServiceLink

1 Planned - to be scheduled
6 Vote

Enable the ability to transfer equipment from one customer to another

To enable on the spot transfer of assets within the customer base while discussing the MPOP with the customer. This will ensure changes are captured immediately and not requiring updates later.

Created 23 Oct 21:14 by Darren McAllister

SalesLink Flex

1 Planned - to be scheduled
2 Vote

Can we add a recurring meeting ability to setting up meetings on the sales rep calendar

Ethan Fisher one of the reps would like the ability to set up recurring meetings when is is setting up his calendar, right now he is using the follow up item, but it is labor intensive.

Created 07 Feb 16:44 by Janet Perry

SalesLink

2 Needs more votes
7 Vote

Import ServiceLink User Info>CWS ID from DBS>Employee File

User Info>External System Employee ID is populated from DBS>Employee File>Address 2. Error "WEB0005 - cwsId is a required field" is called up when a user tries to order parts if their User Info>CWS ID is blank. Rather than manually ent...

Created 25 Sep 02:17 by James Miller

ServiceLink

0 Needs more votes

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(WesTrac) Details in the Cliams Pipeline under the heading Warranty within Service Link. To incorporate warranty claims into the GetChanges API for automatic retrieval from DBS.

(WesTrac) Backlog to generate a segment on update like it does with PIP/PSP's

Attachment edit screen allows users to update fields that are not supported by Gatekeeper functionality

ability to customise the tech layout on scheduler

Multiple API Keys & ability to control which keys access what API's to enhance data security

(WesTrac) Financials Tab Enhancement

Enable the ability to transfer equipment from one customer to another

Can we add a recurring meeting ability to setting up meetings on the sales rep calendar

Import ServiceLink User Info>CWS ID from DBS>Employee File

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(WesTrac) Details in the Cliams Pipeline under the heading Warranty within Service Link. To incorporate warranty claims into the GetChanges API for automatic retrieval from DBS.

(WesTrac) Backlog to generate a segment on update like it does with PIP/PSP's

Attachment edit screen allows users to update fields that are not supported by Gatekeeper functionality

ability to customise the tech layout on scheduler

Multiple API Keys & ability to control which keys access what API's to enhance data security

(WesTrac) Financials Tab Enhancement

Enable the ability to transfer equipment from one customer to another

Can we add a recurring meeting ability to setting up meetings on the sales rep calendar

Import ServiceLink User Info>CWS ID from DBS>Employee File

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