CloudLink Ideas Portal

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
1 Vote

Make the Extended Warranty Report visible in iQuote to Sales Reps.

Give the sales people visibility to the Extended Warranty Report (Extended Warranty Matrix, which is normally accessed from the Model Admin tile > Manage Menu > Extended Warranty Report) directly from iQuote in order to see a machines' first...

Created 28 Aug 20:30 by Ryan Stevenson

iQuote

1 Needs more votes
1 Vote

COTI - Cancel Deal - DO NOT automatically create a change request for every role

Definition: Cancel Deal function needs to no longer automatically create a Change Request that is assigned to every role by default.Please see the referenced report for the overuse of this default setting: Reasoning: Inundating people with a large...

Created 28 Aug 15:44 by Andreas Kanitz

COTI / Dealer Idea / New Functionality

0
1 Vote

PSQ - Labour Hrs window when selecting a std job not user friendly

Definition: When selecting the Labor Charge Codes when importing the standard job there are multiple scroll bars which make navigation awkward. Want to have a single scroll bar or have the window fit the detail without the need for one Reasoning: ...

Created 25 Aug 22:53 by Andreas Kanitz

PSQuoter / Dealer Idea / New Functionality

0
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
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

Configure Estimated Close Date to Delivery Date in new Service opportunities.

To save extra data entry by the Service department it is thought that when a Lead is changed to an opportunity for service work that the Est. Close Date (Which is a mandatory field) be configured to update to the Estimated delivery date as populat...

Created 10 Aug 00:13 by Darren McAllister

SalesLink

0
2 Vote

Add arrival date to the road map for field jobs

Shop jobs use the Promise Date and Est. Unit Arrival Date fields as indicated by the clock icon and road icon to populate the roadmap. Field jobs only use the promise date field in the road map. The arrival date field does not populate the roadmap...

Created 18 Nov 15:14 by Russ Holindrake

ServiceLink / User Experience and Useability

2
2 Vote

Make the "Remove All Pending Events" be just for Pending

Currently, when assigning a template and the "Remove All Pending Events" box is checked, it is also removing Missed Events. Either make it only remove pending or change the title to "Remove All Pending and Missed Events".

Created 08 Nov 14:17 by Tonya Blessing

EMT

0 Needs more votes
1 Vote

For the Sales Agreement FOB section, can this pull from the Winning Configuration "BRANCH" Selection

We would like the Sales Agreement FOB section to pull from the Winning Configuration "Branch Selection" not the FOB section in the Agreement Editor Section.

Created 25 Jul 18:13 by Lori Ciccarelli

iQuote

0 Needs more votes

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