CloudLink Ideas Portal

3 Vote

DocuSign - Change to the agreement document

For Dealers who don't need to get initials on their sales agreements, it would be nice to have the configuration to remove the boxes that say "initial here". - Relates to DocuSign

Created 11 Jun 21:47 by Kari Cannaday

iQuote

0
3 Vote

Docusign - Bug: customer name in subject field is putting contact name not customer name

Bug - The customer in the subject field needs to be the customer name, Right now it is the contact name which is wrong.

Created 11 Jun 21:43 by Kari Cannaday

iQuote

0
3 Vote

Docusign - change the 'send to docusign link' for multiple roles not just one

Right now you have to chose one role that has the ability to click "Send to DocuSign"This should be a config key for multi-choice of the iQuote roles to utilize the functionality****

Created 11 Jun 21:42 by Kari Cannaday

iQuote

2
3 Vote

Docusign - adding the sales rep email in the CC field by default

Otherwise they don't get notifications because it's being sent by a single generic email address.

Created 11 Jun 21:38 by Kari Cannaday

iQuote

0
1 Vote

Add equipment number / unit number to attachment dialogs

Equipment number shows up on equipment lists but is not available for entry nor edit in the attachment dialog.

Created 05 Sep 17:12 by David Vuong

SalesLink

0
2 Vote

Drag/Drop Attachments

The ability to grab multiple attachments/documents within a customer account would make things a lot more efficient and save time from a reps viewpoint.

Created 21 Jan 16:22 by Eric Bowers

SalesLink / New Functionality / User Experience and Useability

0 Needs more votes
3 Vote

Ability to mark a segment a not complete from a complete status

all new

Created 08 Jun 21:17 by Hector Catre

ServiceLink Flex

0
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
2 Vote

Collaboration Needed (PSQ Changes)

Wagner Equipment is working with Uptake to add the following functions to PSQ. We would like to open a discussion about this and are looking for collaboration and to share the cost of the SOW. New Functions Included in the SOW: Linking segments in...

Created 11 Jan 14:23 by Scott Merrill

PSQuoter

1
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

CloudLink Ideas Portal

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DocuSign - Change to the agreement document

Docusign - Bug: customer name in subject field is putting contact name not customer name

Docusign - change the 'send to docusign link' for multiple roles not just one

Docusign - adding the sales rep email in the CC field by default

Add equipment number / unit number to attachment dialogs

Drag/Drop Attachments

Ability to mark a segment a not complete from a complete status

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

Collaboration Needed (PSQ Changes)

Make the Technician Data Entry Screen Fullscreen

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

DocuSign - Change to the agreement document

Docusign - Bug: customer name in subject field is putting contact name not customer name

Docusign - change the 'send to docusign link' for multiple roles not just one

Docusign - adding the sales rep email in the CC field by default

Add equipment number / unit number to attachment dialogs

Drag/Drop Attachments

Ability to mark a segment a not complete from a complete status

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

Collaboration Needed (PSQ Changes)

Make the Technician Data Entry Screen Fullscreen

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