CloudLink Ideas Portal

2 Vote

Add the Unit Number and PO to the Advanced search

At Cavpower since they have a lot of mining focus it would help a lot if they could search on a unit number in the quick and advanced search. This would prevent them from going into DBS or having printed documents. Also add the PO number to the ad...

Created 18 Nov 04:44 by Hector Catre

ServiceLink

0
2 Vote

Audit Log entries need to be more specific

Some of the information in the audit log is not specific enough. I didn't delete the sims after entering the sims, yet the audit log says I did. After discussion with Brent, it appears that the audit log is recording that the local sims entry reco...

Created 18 Nov 04:44 by Hector Catre

ServiceLink

0
2 Vote

Capturing Customer Rental Volume Data

Sales, parts, service, and misc. data is being captured from DBS and displayed in SalesLink. We would like to likewise capture and display rental and lease data. An example is COP Construction - customer number 1638002. Attached is SalesLink scree...

Created 18 Nov 04:41 by Hector Catre

SalesLink

1
1 Vote

Add Source Group filter similar to SalesLink

Add Source Group filter similar to SalesLink

Created 26 Jul 16:42 by George Norton

PSQuoter / API, Data or Reporting

1 Needs more votes
1 Vote

Add Source Group filter similar to SalesLink

Add Source Group filter similar to SalesLink

Created 26 Jul 16:40 by George Norton

iQuote / Integrations

0
1 Vote

Is it possible to color code fleet vehicles by branch location?

Right now all fleet vehicles are respresented in the jobsite map with a yellow pin. It would be a lot easier to indicate what vehicles belong to a specific branch when dispatching so you can see who is closest to the jobsite.

Created 13 Jul 21:43 by Arlette costa

ServiceLink / New Functionality

0
2 Vote

Ability to click to save or send current coordinates

For Field Service, Dealers pay taxes based on where the job was done. If we could record where the job is done, that would help save a lot of time when figuring out the taxes for a work order.

Created 12 Sep 13:36 by Hector Catre

ServiceLink Flex

0
2 Vote

Fully control a parts return, we have work arounds

Currently is is one of 18 Functions that DBS is still required for that we we need to build

Created 22 Aug 05:06 by Hector Catre

ServiceLink

0
1 Vote

Salesman in Other panel of Overview page should verify valid salesman, or not be editable

Currently the salesman field is editable, but there is no verification. It should have a dropdown loaded from DBS, or not be input capable.

Created 06 Jun 15:01 by George Norton

ServiceLink / New Functionality

0
1 Vote

Rental Quotes - Ability to build rental quotes by model/rental class instead of by stock number

We need a simple way to quote 4week/weekly/daily rates by model or rental class. This is how the industry quotes rentals and we don't have that capability today.

Created 16 May 16:43 by Corbin Buchholz

iQuote / New Functionality

0

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