CloudLink Ideas Portal

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
18 Vote

Upload CVA pricing

Today, CVA pricing must be updated by filling out a spreadsheet and asking Texada staff to update the pricing which typically happens on an annual basis. This enhancement will add the ability for customers to this themselves in the application.

Created 29 Nov 22:39 by David Vuong

iQuote

0 Planned - to be scheduled
2 Vote

Add Employee Number field to Submit to Payroll View and export file.

The Employee Number is already in Sales Link when you set up a Sales Rep so why not make it visibile/available in the Submit to Payroll View and export file.

Created 20 Feb 13:41 by Mike Love

Commissions Framework

1 Will not implement
3 Vote

(WesTrac) Standard hours on Segments to be factored in on scheduler hours

The opportunity to streamline our operations by aligning technician schedules with segment standard hours on work orders. So if we schedule a 6 hour work order to a tech the system is able to identify that the standard hours are 6 hours and it ass...

Created 22 Jan 01:16 by Travis Satur

ServiceLink

0 Needs more votes
1 Vote

Competitive sell price logic change to accommodate multi-currency quotes

The competitive sell price is populated by default using logic that currently works best for mono-currency quotes. This enhancement will update the logic so that the competitive sell price is Foreign currency Sell Price converted to local currency...

Created 20 Mar 16:20 by David Vuong

iQuote / New Functionality

0 Planned - to be scheduled
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
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
4 Vote

EMT Communication History page view

Improve the design of the way additional Communication History records are viewed.

Created 19 Dec 18:59 by Stephen Cavanagh

EMT / Internal Idea

0 Planned - to be scheduled
7 Vote

Symptoms CCCC's auto populating the notes field in the linked segment

It would be a great idea to have the CCCC's entered in the Symptoms, auto populate the note's field in the linked segment

Created 18 Sep 23:43 by Richard Betts

ServiceLink

0 Needs more votes
7 Vote

Additional hyperlink in the Need By Date tab pop out window.

Additional hyperlink in the Need By Date tab pop out window to take you to the Exception/held up screen to be able to action the issue (ref Ticket # 3054153984)

Created 17 Sep 23:48 by Richard Betts

ServiceLink

1 Needs more votes

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