CloudLink Ideas Portal

1 Vote

Add an Extra Column to OLGA

Background CAT added a new column to OLGA and didn't tell us. They announced the availability to dealers already. On 10 screens (in OLGA) add the filter. Acceptance Criteria Add Vertical as a drop down filter on the OLGA - By Target View Add Verti...

Created 22 Jan 15:40 by Hector Catre

SalesLink

0
1 Vote

Increase the frequency of PL Data updates

Frequency of PL data updates came up. Once a day is not often enough for them. We need to look into refreshing this data more often

Created 16 Jan 18:28 by Hector Catre

EquipmentLink

0
1 Vote

Integrate with EBA's API so that we can accept health data from the source.

Ferreyros Power Systems (generators, prime power engines for petroleum and gas compression) have a box like Product Link and EBA can accept health data from this source. We need to look into connecting up to this API

Created 16 Jan 18:27 by Hector Catre

EquipmentLink

0
1 Vote

Administrator approval before it could be sent to DocuSign

We should create a config key so that for some dealers, they have the ability to send to an administrator before sending out to a customer to get signed.

Created 08 Jan 19:30 by Hector Catre

iQuote

0
1 Vote

Docusign - Sending out multiple versions to be signed

There is a use case where if a document is sent out, then a revision is made, that a second document goes out to be be signed.The previous version should have the ability to cancel so that only one version us available.

Created 08 Jan 19:29 by Hector Catre

iQuote

0
1 Vote

API Support for Revenue (Expenditure) - Mobile Support

This is booked support for SalesLink Flex Development Support

Created 09 Dec 15:51 by Hector Catre

SalesLink

0
1 Vote

Touch - At a glance view

Reproduce the At A Glance view

Created 05 Dec 04:58 by Hector Catre

SalesLink Flex

0
1 Vote

locked notes*

There are notes that are locked from user entry based on conditions.

Created 04 Dec 05:18 by Hector Catre

ServiceLink Flex

0
1 Vote

Work Order Signatures

The abilty to do paperless and get a signature on glass on location.

Created 04 Dec 05:16 by Hector Catre

ServiceLink Flex

0
1 Vote

The ability to Capture Customer e-mail, name, # and signature

No description provided

Created 03 Dec 17:19 by Hector Catre

ServiceLink Flex

0

CloudLink Ideas Portal

Filter by status

Filter by category

Add an Extra Column to OLGA

Increase the frequency of PL Data updates

Integrate with EBA's API so that we can accept health data from the source.

Administrator approval before it could be sent to DocuSign

Docusign - Sending out multiple versions to be signed

API Support for Revenue (Expenditure) - Mobile Support

Touch - At a glance view

locked notes*

Work Order Signatures

The ability to Capture Customer e-mail, name, # and signature

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

Filter by status

Filter by category

Identify yourself with your email address

Add an Extra Column to OLGA

Increase the frequency of PL Data updates

Integrate with EBA's API so that we can accept health data from the source.

Administrator approval before it could be sent to DocuSign

Docusign - Sending out multiple versions to be signed

API Support for Revenue (Expenditure) - Mobile Support

Touch - At a glance view

locked notes*

Work Order Signatures

The ability to Capture Customer e-mail, name, # and signature

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