CloudLink Ideas Portal

1 Vote

Non-DBS Activities Transfer to Prospect Account Activities

Activities connected to Non DBS Leads transfer to show under the activties tab if that Non DBS lead customer turns into a Prospect account

Created 24 Oct 20:58 by Sarah Cenedella

SalesLink / New Functionality

0 Needs more votes
1 Vote

Auto populate the engine number into the delivery service record

To get the engine number from the machine configuration to auto populate into the machine delivery service record.

Created 24 Oct 02:41 by Mark Knight

iQuote / API, Data or Reporting

0 Needs more votes
2 Vote

ServiceLink - Auto-Send scheduled messages

Description Right now when the user schedules a message to be sent, it gets pushed into a queue, but then a user has to log into ServiceLink in order to actually send the message. We would like to add a checkbox which will automatically send the m...

Created 04 Mar 20:16 by Hector Catre

ServiceLink / Internal Idea

0
2 Vote

EMT UX and Performance Clean Up

No description provided

Created 28 Feb 19:03 by Hector Catre

EMT / Internal Idea

1 Needs more votes
2 Vote

Integration with Service Scheduler

Added Dec 5 2019Maybe Brent, Peter or Kari can help define what this means iMACS did have some basic functionality to schedule field service, we can make that integrate with SVL. We would have to talk to the dealers and see if they need any more i...

Created 28 Feb 19:01 by Hector Catre

iMacs / Internal Idea

0 Needs more votes
2 Vote

EMT - CSQ PM event integration

Implement the PM event integration with EMT.

Created 30 Jan 20:15 by Andrew Judd

Service Agreement Quoter

0
1 Vote

Alert functionality in Condition Monitoring

It would be helpful if there was an alert feature in Condition Monitoring whenever a unit receives a new alert something could trigger and send a "flag" or "alert" to a number of identified individuals that there is a new alert to view within Cond...

Created 30 Aug 14:56 by Jen Thompson

Condition Monitoring Portal / New Functionality

0 Needs more votes
2 Vote

DBS6 - Enhanced Credit Check for open Work Orders

Background Currently, when looking at an open work order, there is an existing Credit view on the right (popsicle stick). The information is updated nightly based on DBS accounts receivable, work orders, rental and machine sales. Currently the cre...

Created 09 Jan 21:13 by Hector Catre

ServiceLink

0
1 Vote

Enable Purchase and Product Experience Surveys

RDA is now Ipsos (Qualtrics) and it has been 5 years since that IP data has not been available for SalesLink. In recent discussions with Terra and other dealers it has been identifed that there is new survey data available in the form of PE1 and P...

Created 18 Aug 15:47 by Jayme James

SurveyHub / Dealer Idea

0
1 Vote

Backorder Parts System Heldup

Adding a new system heldup for backordered parts.

Created 16 Aug 17:34 by Krystal Goodchild

ServiceLink / Integrations

0

CloudLink Ideas Portal

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Non-DBS Activities Transfer to Prospect Account Activities

Auto populate the engine number into the delivery service record

ServiceLink - Auto-Send scheduled messages

EMT UX and Performance Clean Up

Integration with Service Scheduler

EMT - CSQ PM event integration

Alert functionality in Condition Monitoring

DBS6 - Enhanced Credit Check for open Work Orders

Enable Purchase and Product Experience Surveys

Backorder Parts System Heldup

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

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Filter by category

Identify yourself with your email address

Non-DBS Activities Transfer to Prospect Account Activities

Auto populate the engine number into the delivery service record

ServiceLink - Auto-Send scheduled messages

EMT UX and Performance Clean Up

Integration with Service Scheduler

EMT - CSQ PM event integration

Alert functionality in Condition Monitoring

DBS6 - Enhanced Credit Check for open Work Orders

Enable Purchase and Product Experience Surveys

Backorder Parts System Heldup

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