CloudLink Ideas Portal

1 Vote

When adding a new labor entry, the ability to change the view to see all of my labor entries, not just the ones in the current work order

A technician may work on more than a single work order in a given day. Thus, When entering time you will want to review all of the time entries that you have made and not just the ones for a specific work order and segment.

Created 28 Sep 16:56 by Hector Catre

ServiceLink Flex

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1 Vote

Move PSE leads from queue to SalesLink

Move PSE leads from queue to SalesLink We are going to be downloading PSE leads from Cat. Platform will be downloading the leads.This epic is to move the leads from a 'staging' area into SalesLink.

Created 01 Sep 14:45 by Hector Catre

SalesLink

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1 Vote

Customer Profiles - Automation

Customer Profile - Definition Customer > Basics (left nav) > Customer Profile > Equipment Potential & Part and Service Potential Not the whole Customer Profile Page 1 elements to this:- Our swing or theirs Active . Dormant a/ New- Def...

Created 17 Aug 08:09 by Hector Catre

SalesLink

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1 Vote

Gatekeeper - Ability to edit incomplete/invalid change requests

More about automated. People that are doing it manually can do it as they're entering it. We need to refine requirements.

Created 17 Aug 08:07 by Hector Catre

SalesLink

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1 Vote

Roles for ServiceLink Flex

The ability for managers to impersonate a technician on SVL Flex

Created 21 Feb 17:40 by Hector Catre

ServiceLink Flex / Internal Idea

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You can now open leads from notification emails in SalesLink Flex

Problem When a new lead is created or modified, SalesLink can send an email to the assigned sales rep. As a busy sales rep on the road, I want a link that directly opens a lead from the lead notification email into SalesLink Flex so that I can qui...

Created 19 Mar 02:59 by David Vuong

SalesLink Flex

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CloudLink Ideas Portal

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When adding a new labor entry, the ability to change the view to see all of my labor entries, not just the ones in the current work order

Move PSE leads from queue to SalesLink

Customer Profiles - Automation

Gatekeeper - Ability to edit incomplete/invalid change requests

Roles for ServiceLink Flex

You can now open leads from notification emails in SalesLink Flex

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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When adding a new labor entry, the ability to change the view to see all of my labor entries, not just the ones in the current work order

Move PSE leads from queue to SalesLink

Customer Profiles - Automation

Gatekeeper - Ability to edit incomplete/invalid change requests

Roles for ServiceLink Flex

You can now open leads from notification emails in SalesLink Flex

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