CloudLink Ideas Portal

7 Vote

Import ServiceLink User Info>CWS ID from DBS>Employee File

User Info>External System Employee ID is populated from DBS>Employee File>Address 2. Error "WEB0005 - cwsId is a required field" is called up when a user tries to order parts if their User Info>CWS ID is blank. Rather than manually ent...

Created 25 Sep 02:17 by James Miller

ServiceLink

0 Needs more votes
7 Vote

Symptoms CCCC's auto populating the notes field in the linked segment

It would be a great idea to have the CCCC's entered in the Symptoms, auto populate the note's field in the linked segment

Created 18 Sep 23:43 by Richard Betts

ServiceLink

0 Needs more votes
7 Vote

Additional hyperlink in the Need By Date tab pop out window.

Additional hyperlink in the Need By Date tab pop out window to take you to the Exception/held up screen to be able to action the issue (ref Ticket # 3054153984)

Created 17 Sep 23:48 by Richard Betts

ServiceLink

1 Needs more votes
4 Vote

(WesTrac) Standard hours on Segments to be factored in on scheduler hours

The opportunity to streamline our operations by aligning technician schedules with segment standard hours on work orders. So if we schedule a 6 hour work order to a tech the system is able to identify that the standard hours are 6 hours and it ass...

Created 22 Jan 01:16 by Travis Satur

ServiceLink

0 Needs more votes
11 Vote

Quote Revision - Show or highlight only the new revision price for the customer

Ability to only show or highlight the new added/adjusted costs on a revision for the customer rather than the entire quote. On large work orders issuing an entire revision can confuse customers. Customers have requested in some instances they only...

Created 26 Mar 03:16 by Dan Ham

PSQuoter

1 Needs more votes
6 Vote

Create a find option within a customer account to easily find a machine to edit.

For customers that have large equipment listings it is difficult to find a specific machine to edit or transfer to another customer.

Created 25 Oct 06:31 by Mark Knight

SalesLink

3 Needs more votes
5 Vote

Include Estimated Close Date in Opportunities overview

To show the estimated close date in the opportunities overview in SalesLink Flex

Created 03 Dec 06:31 by Paul Meyer

SalesLink Flex

0 Needs more votes
9 Vote

Make Commissions self-serviceable

No description provided

Created 04 Jun 16:16 by Stephen Cavanagh

Commissions Framework / Internal Idea

0 Needs more votes
1 Vote

Hoping that there is a likelihood that a manual held up could prevent work order from moving into Request to Close status. (WesTrac)

Hoping that there is a likelihood that a manual held up could prevent work order from moving into Request to Close status. (WesTrac)

Created 28 May 02:40 by Dayton Robson

ServiceLink

0 Needs more votes
13 Vote

We require and API to create a ticket in SVL so that we can generate W/O's based on requirements from other Modules

We would like to be able to create a ticket in SVL via and API. This could be used to generate the Shop Get Ready Work Order based on Details from Iquote.

Created 04 Dec 00:01 by Sheldon Newey

ServiceLink

1 Needs more votes

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