CloudLink Ideas Portal

1 Vote

Include attachments in Territory Rentals hyperlink on SalesLink landing page

Territory Managers, Inside Sales Reps and Outside Rental Reps rent standalone attachments. As of today, they're excluded from the Territory Rentals page in SalesLink. Including attachments in this view would give the rep a full summary of their ac...

Created 16 May 14:19 by Corbin Buchholz

SalesLink / New Functionality

0 Needs more votes
1 Vote

Monthly Expense WO's automatically have the date update each month

It would be very helpful if the monthly work orders could have the promise date automatically populate versus having to manually enter/update the promise date at the beginning of each month.

Created 05 May 15:33 by Jen Thompson

ServiceLink / New Functionality / User Experience and Useability

0
1 Vote

Add EquipmentLink hyperlink in iQuote

We would like to see EquipmentLink hyperlinks in iQuote when users are looking at the Equipment Related Tasks when viewing product inventory.

Created 29 Apr 15:30 by Jessica Mayher

iQuote / Integrations

0
1 Vote

ADD the ability to update the equipment STATUS in DBS in the work order

Add the ability to update the machine status in the work order.

Created 28 Apr 21:48 by Joe Swayne

ServiceLink / New Functionality

2
1 Vote

UTILIZE THE SCHEDULING LEGEND (ADD ANOTHER COLOR UNDERLINE) FOR VISIBILITY OF MANUAL HELD UPS ADDED TO A WORK ORDER

When we schedule a ticket that contains a manual held up, the ticket should have a specific color underline on the ticket in the scheduler as per the legend. This specific colored underline would represent a MANUAL HELD UP that exists on a WIP Wor...

Created 21 Apr 22:00 by Arlette costa

ServiceLink / User Experience and Useability

0
1 Vote

JHA creation required to proceed with work on a work order

Blanchard now requires the completion of a JHA (Job Hazard Analysis) prior to work starting on any job. A JHA is a safety mechanism that is intended to help a technician recognize hazards prior to starting a repair in both the shop and in the fiel...

Created 19 Apr 13:09 by Barry Brandes

ServiceLink / New Functionality

0
1 Vote

When adding a new Contact it automatically is sent to the Gatekeeper

When in SVL on a work order overview, when you select '+' to add a new contact, once you enter the contact information in all fields, it automatically sends to the Gatekeeper without having to select the 'Send to Gatekeeper' icon.

Created 18 Apr 20:07 by Jen Thompson

ServiceLink

1
1 Vote

Add a separate row for calling out Service Contract revenue rather than inside the Rental bucket

Currently revenue for service contracts is being shown in the Rent bucket in Sales Analysis, can we get this to show in a seperate row specific to Service Contracts? This is understood to be a code change/enhancement and should be prioritized behi...

Created 18 Apr 15:37 by Douglas Miller

SalesLink / API, Data or Reporting

0 Needs more votes
1 Vote

Emissions and Track Warranty added to Popsicle Stick

It would be very helpful if SVL could pull emissions and track assurance warranties into the WO Popsicle stick so it can be noted and see at the onset of the WO creation prior to work being started. Currently the user has to check and go into SIMS...

Created 13 Apr 16:55 by Jen Thompson

ServiceLink / Integrations

1
1 Vote

Categorize reason codes by prime vs PSE for no lead, lost & no deal

We currently have a list of reason codes for both prime & PSE leads from CAT for No Lead, Lost & No Deal. Our users see the entire list regardless of the opportunity type. It would be ideal if when we create the reason code we can link it ...

Created 07 Apr 13:26 by Jessica Mayher

SalesLink / API, Data or Reporting / User Experience and Useability

0 Needs more votes

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