CloudLink Ideas Portal

1 Vote

TECH DASHBOARD DOCUMENTS

It would be great to have a place to upload all miscellaneous documents that a technician would need on the Technician Dashboard - these documents are not job specific, but just various forms they would need. Currently we use an Invalidated ticket...

Created 22 Nov 20:44 by Arlette costa

ServiceLink / User Experience and Useability

0
1 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

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1 Vote

Add ability to multi-select divisions when viewing a customer's information, instead of just 'one' or 'all'.

We have some divisions that overlap each other and cross sell frequently and the management team would like the ability to multi-select those divisions to see the roll up on Sales Analysis, etc. I don't see a way to do this in Customer Hierarchy e...

Created 27 Oct 19:33 by Deborah Styring

SalesLink / New Functionality

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1 Vote

Need the ability to add a zero dollar payment milestone

For us, we adding a separate milestone to denote when deposit invoices are sent out and are having to enter them as $.001 because the system will not allow a zero dollar entry. Later in the project, if we have to adjust/add milestones due to parti...

Created 22 Oct 20:40 by Deborah Styring

iMacs / Dealer Idea

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1 Vote

Item Of Interest Check Box missing on the Create Activity in Flex

When adding a new activity we need the "Item of Interest" box visible to mark if needed when creating the activity.

Created 12 Oct 20:19 by Lori Ciccarelli

SalesLink Flex / Dealer Idea

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1 Vote

Create utility so Condition Monitoring Portal generate a written report with case details (customer, machine, recommendations) for internal/external distribution.

Having a formal Asset Condition Monitoring Case report available to send to internal personnel and customers creates a professional way to share case information with PSSRs and customers. Currently, we have to share this information by copying cas...

Created 08 Oct 13:25 by Larry Rosenberg

Condition Monitoring Portal / New Functionality

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1 Vote

Company / Global - Document Preferences / Print Configuration

Company / Global Document Preferences / Print Configuration 2 options that appear in each quote under the Documents Tab, Edit Document Layout, Customer Document Settings; 1. Show Basic Segment Details 2. Show Extended Segment Detail The above sett...

Created 05 Oct 04:56 by Marita Lucas

PSQuoter / Dealer Idea

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1 Vote

Territory assignment by geography instead of Account

Rental sales people and sales managers don't really care about the accounts. These guys manage to a patch of ground typically. If the jobsite is in my patch, I better call on it and rent something to somebody working on that jobsite. Goes hand in ...

Created 21 May 19:19 by Jon Bryant

SalesLink / Dealer Idea

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1 Vote

Rental & Equipment Counter

Add Rental and Equipment Counter on Customer Record/Display

Created 10 May 21:49 by Bradley Harrison

SalesLink / Dealer Idea

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1 Vote

when adding an activity, add influencer type in the drop down for contact name

Influencers may have multiple influencer types. Currently, when adding an influencer, it's impossible to know what the influencer type is. The request is, When adding an activity1) For contact selection, display it as <Influencer name > - &l...

Created 22 Feb 20:54 by Hector Catre

SalesLink

0

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TECH DASHBOARD DOCUMENTS

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

Add ability to multi-select divisions when viewing a customer's information, instead of just 'one' or 'all'.

Need the ability to add a zero dollar payment milestone

Item Of Interest Check Box missing on the Create Activity in Flex

Create utility so Condition Monitoring Portal generate a written report with case details (customer, machine, recommendations) for internal/external distribution.

Company / Global - Document Preferences / Print Configuration

Territory assignment by geography instead of Account

Rental & Equipment Counter

when adding an activity, add influencer type in the drop down for contact name

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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TECH DASHBOARD DOCUMENTS

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

Add ability to multi-select divisions when viewing a customer's information, instead of just 'one' or 'all'.

Need the ability to add a zero dollar payment milestone

Item Of Interest Check Box missing on the Create Activity in Flex

Create utility so Condition Monitoring Portal generate a written report with case details (customer, machine, recommendations) for internal/external distribution.

Company / Global - Document Preferences / Print Configuration

Territory assignment by geography instead of Account

Rental & Equipment Counter

when adding an activity, add influencer type in the drop down for contact name

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