CloudLink Ideas Portal

1 Vote

Add the Equipment Tab to Technician Data Entry Screen

Add the Equipment tab to the technician data entry screen

Created 29 Aug 14:39 by Krystal Goodchild

ServiceLink

0 Needs more votes
2 Vote

Add arrival date to the road map for field jobs

Shop jobs use the Promise Date and Est. Unit Arrival Date fields as indicated by the clock icon and road icon to populate the roadmap. Field jobs only use the promise date field in the road map. The arrival date field does not populate the roadmap...

Created 18 Nov 15:14 by Russ Holindrake

ServiceLink / User Experience and Useability

2
1 Vote

Make the Extended Warranty Report visible in iQuote to Sales Reps.

Give the sales people visibility to the Extended Warranty Report (Extended Warranty Matrix, which is normally accessed from the Model Admin tile > Manage Menu > Extended Warranty Report) directly from iQuote in order to see a machines' first...

Created 28 Aug 20:30 by Ryan Stevenson

iQuote

1 Needs more votes
1 Vote

COTI - Cancel Deal - DO NOT automatically create a change request for every role

Definition: Cancel Deal function needs to no longer automatically create a Change Request that is assigned to every role by default.Please see the referenced report for the overuse of this default setting: Reasoning: Inundating people with a large...

Created 28 Aug 15:44 by Andreas Kanitz

COTI / Dealer Idea / New Functionality

0
3 Vote

Add a multi-select filter field for finance terms

Finance managers asking for this so they can easily maintain visibility to just 'financed' type deals. This would be needed along with the ability to multi-select by Division so a report can be easily pulled for just the data they want to see.

Created 03 Feb 13:59 by Deborah Styring

COTI

1
1 Vote

PSQ - Labour Hrs window when selecting a std job not user friendly

Definition: When selecting the Labor Charge Codes when importing the standard job there are multiple scroll bars which make navigation awkward. Want to have a single scroll bar or have the window fit the detail without the need for one Reasoning: ...

Created 25 Aug 22:53 by Andreas Kanitz

PSQuoter / Dealer Idea / New Functionality

0
4 Vote

Create a Task Option in SalesLink

Create a Task Option which would be a cross between an Issue and an Activity. One that can be assigned from one person to another that warrants action but is not at the urgent level of a issue.We would like the task notification to be emailed to b...

Created 11 Apr 20:48 by Mandy Turnbaugh

SalesLink / New Functionality

3 Needs more votes
2 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

0 Needs more votes
1 Vote

Quantity of 2 for local items does not transfer into the shop get ready form

Definition: In iQuote, when you go to print the shop get ready form, if you have any local items with a quantity greater than 1 (2 or more), the cost on the shop get ready form does not match the total cost of local items in the local items config...

Created 23 Aug 23:34 by Andreas Kanitz

iQuote / Dealer Idea / New Functionality

0 Needs more votes
4 Vote

Default to Current Year on PAR percentage Report and Customer Coverage Report.

We look at current YTD when considering if a rep is current on PAR. We have trained the reps to go into SalesLink to see where they stand on PAR goals, if we could change the default from '12 months back' to the current year, this would eliminate ...

Created 05 Apr 14:01 by Mandy Turnbaugh

SalesLink / API, Data or Reporting

0 Needs more votes

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