CloudLink Ideas Portal

10 Vote

Manual Held Ups to be defined at Store level same as Note Templates

Update the Admin Management creation of Manual Held Ups to be the same as Note Templates so dealers can define Manual Held Ups specific to a single store, multiple stores or All stores.

Created 16 Apr 23:19 by Shannan Jackson

ServiceLink

1 Needs more votes
3 Vote

Have the ability to see backlogs when creating a PSQ quote

When creating a PSQ quote it would be beneficial to see the backlogs assigned to the machine serial number (in PSQ), this would allow us to quote any outstanding work at the time of the quote being raised. Submitted by WesTrac

Created 25 Feb 02:36 by Luke Williams

PSQuoter

0 Needs more votes
1 Vote

Cat Inspect - Fleet Report

It would be an awesome addition to have the Cat Inspect data included in the CM Portal area Fleet Reports.

Created 27 May 18:50 by Brandy Kearney

Condition Monitoring Portal

0 Needs more votes
1 Vote

RingCentral integration

Customer issues can manifest as RingCentral support tickets. Showing those customer issues in SalesLink in the existing Customer Issues area would provide Marketing and Sales teams with visibility into what customers are facing.

Created 27 May 15:18 by David Vuong

SalesLink

0 Needs more votes
1 Vote

Westrac- SIMS entries need to have the primary and secondary fields made mandatory

when entering SIMS on a segment the Primary field is a mandatory filed to save the entry this needs to also be set for the secondary field refer Texada Ticket: 23699978089

Created 27 May 01:48 by Travis Satur

ServiceLink

0 Needs more votes
11 Vote

Work Order Urgency Selector for Overview Page

The "Urgency" field in the Work Order Header Maintenance screen should be included in the work order Overview screen so users can assign and manage the priority of the work order. 1 = Urgent 2 = High 3 = Medium 4 = Low

Created 07 Feb 00:44 by Shannan Jackson

ServiceLink

1 Needs more votes
10 Vote

New work order view

the ability in the service pipeline for the Work in progress table to have an "opened this week" field to show newly created work orders for the selected store

Created 12 Mar 02:16 by Travis Satur

ServiceLink

1 Needs more votes
9 Vote

Technician data visability

Technician data visability - Make it possible to add aditional items on the Technichian user profiles to capture things such as tech A/C licenses, site inductions, contact details etc.

Created 29 Apr 06:19 by Travis Satur

ServiceLink

1 Needs more votes
1 Vote

Clearer verbiage for expired warranty opportunities

"Customer Accepted" is a confusing term in the UI with regards to expiring warranties. This enhancement will change the verbiage to Outstanding instead of Customer Accepted.

Created 23 May 17:55 by David Vuong

SalesLink

0 Needs more votes
1 Vote

Allow requiring the user to select a division when creating a lead

Currently, it defaults to the division that has been marked as default in the system. This idea is to allow for a configuration to force the user to select a division each time. This is to ensure that leads are assigned to the correct division by ...

Created 23 May 17:45 by David Vuong

SalesLink

0 Needs more votes

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