CloudLink Ideas Portal

8 Vote

Ability to close a segment in ServiceLink

Have the ability to close a segment in ServiceLink to stop the segment from being altered one it has been reviewed. ServiceLink already has the ability to open a closed segment if changes are required.

Created 08 Mar 01:09 by Richard Betts

ServiceLink

0 Needs more votes
1 Vote

Bulk assign leads by customer county and zip code

To be able to filter by customer county and zip code in the "Manage - Opportunity, Activity and Issue Status scree

Created 13 Feb 20:46 by Stephen Cavanagh

SalesLink

0 Needs more votes
1 Vote

In the combined 'Machine-Inventory & Orders tab include the inventory age column

In the combined 'Machine-Inventory & Orders tab include the inventory age column. We should also do the same for attachments.

Created 13 Feb 06:27 by Mark Knight

Inventory

0 Needs more votes
8 Vote

Flex - My Work - Map Work order locations

Currently, ServiceLink Flex does not show a pin location on the My Work Map for Field work orders if the user just enters the jobsite address.The user is required to also then click the "Get Lat/Long based on address" button to manually add the ad...

Created 07 Mar 23:57 by Shannan Jackson

ServiceLink

0 Needs more votes
8 Vote

Pre-population of PIP/PSP details in segment header when opening from the PIP/PSP notification popstick menu

When creating a PIP/PSP segment via the service letter popstick menu thesome items should be pre-populated by service link for the service letter - for example is a service letter is selected the the Warranty button should automatically be selecte...

Created 26 Feb 23:58 by Travis Satur

ServiceLink

0 Needs more votes
1 Vote

'Sync Parts Holding File' button to Update Order Qty to Used Qty in Parts Holding DBS Menu

After the parts have been imported move them from 'Order Qty to Used Qty' like DBS currently functions to stop duplicate/triplicate parts being ordered.

Created 11 Feb 23:18 by Marita Lucas

ServiceLink

2 Needs more votes
1 Vote

The std job add option and checkbox needs to be hidden once the std job has been selected

Once the std job has been selected the check box and add function should not be visible. Only std jobs that have not been selected should have the check box and add functionality, similar to how local items work.

Created 10 Feb 00:10 by Mark Knight

iQuote

1 Needs more votes
6 Vote

Have an option to create an activity when sending an email to an influencer from the desktop app.

Have an option to create an activity when sending an email to an influencer from the desktop app, same as you can in Flex.

Created 24 May 01:06 by Mark Knight

SalesLink

3 Needs more votes
1 Vote

Ability to see difference between a rental contract and an RPO contract in SalesLink.

Provide some kind of simple designation or add a field in SalesLink for customers Renting Equipment that would distinguish rental contracts that are either, 1) Rent to Rent contracts vs. 2) RPO Rental contracts that would allow users to easily tel...

Created 07 Feb 22:08 by Ryan Stevenson

SalesLink

0 Needs more votes
7 Vote

Config key to have time period view start on Monday in Scheduler for Week and 2 Week View

Servicelink has a config key to define the Technician Dashboard start day as Monday or sunday. (SVL.Dashboard.WeekStart). However, The Scheduler screen view for "Weekly" and "2 Weekly" is limited to display the week starting on Sunday.

Created 07 Mar 21:12 by Shannan Jackson

ServiceLink

0 Needs more votes

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