CloudLink Ideas Portal

3 Vote

Segment-Specific Part Number Visibility in Quotes

The current quoting functionality in the Parts & Service Quoter (PSQ) system does not allow users to control the visibility of part numbers on a per-segment basis. This limitation restricts the ability to tailor quotes to customer needs, espec...

Created 13 Jun 03:13 by Travis Satur

PSQuoter

0 Needs more votes
1 Vote

Addition of 3 free text fields: Mileage(km), To, From fields in Activity screen & subsequent extraction of data by rep

If it's possible to add 3 free text fields in the Activity Screen: Mileage(km), To, From. Use case: Sales rep to input the distance travelled for that appointment, To & From location. He is then able to run and download an excel file listing t...

Created 04 Sep 00:32 by Guest

SalesLink

1 Needs clarification
4 Vote

Ability to save preferences in scheduler

When selecting between different views, day, week, monthly etc when you click out of the page the schedule defaults back to week view. To save time it would be great having the ability to save this view as per the user's preference.

Created 01 May 23:30 by Luke Williams

ServiceLink

0 Needs more votes
3 Vote

Having a pop-up display of previous invoices/work orders where same part was ordered.

Having a pop up or a notification of sorts be initiated to show that the part being ordered on a current work order segment has been previously ordered against the machine within a certain timeframe to avoid possible charging customer(s) for items...

Created 11 Jun 20:26 by Chris Hancock

ServiceLink

0 Needs more votes
2 Vote

Folder Expansion

When users go into any iMACs project and click on "Project Files" all folders should open to immediately show any files in the folders.

Created 22 Jul 19:09 by Lynn Chou

iMacs

1 Needs more votes
9 Vote

Press Enter when searching rather than having to click

In Inventory > hamburger > Search, you have to use the mouse to click search rather than just pressing Enter like in other apps.

Created 18 Sep 16:40 by Melissa Bonney

Inventory

0 Needs more votes
6 Vote

Ability to export Parts / Labour / Misc totals to excel

Ability to export Parts / Labour / Misc totals to excel (inc quantities), there is an export function currently, however only high-level segment detail is captured. We would like to capture all data like we currently do via a DBS showcase query. E...

Created 24 Jan 03:23 by Luke Williams

ServiceLink

3 Needs more votes
9 Vote

Blog search function in ServiceLink Flex App

Implementations of a search function in ServiceLink Flex similar to the functionality in the web app.

Created 12 Sep 05:05 by James Miller

ServiceLink Flex

1 Needs more votes
3 Vote

Email document audit trail

When using the email customer document option in PSQ, we would like an audit trail. Currently there is no tracking of emails being sent.

Created 04 Jun 12:43 by Jessica Mayher

PSQuoter

0 Needs more votes
3 Vote

Display Other items in the Schedule screen in Flex

Can the Vacation, Training, Sick/Off Day, Pending Work & Other categories be displayed in flex as they are on the web version of ServiceLink

Created 04 Jun 00:42 by Richard Betts

ServiceLink Flex

0 Needs more votes

CloudLink Ideas Portal

Filter by status

Filter by category

Segment-Specific Part Number Visibility in Quotes

Addition of 3 free text fields: Mileage(km), To, From fields in Activity screen & subsequent extraction of data by rep

Ability to save preferences in scheduler

Having a pop-up display of previous invoices/work orders where same part was ordered.

Folder Expansion

Press Enter when searching rather than having to click

Ability to export Parts / Labour / Misc totals to excel

Blog search function in ServiceLink Flex App

Email document audit trail

Display Other items in the Schedule screen in Flex

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

Segment-Specific Part Number Visibility in Quotes

Addition of 3 free text fields: Mileage(km), To, From fields in Activity screen & subsequent extraction of data by rep​

Ability to save preferences in scheduler

Having a pop-up display of previous invoices/work orders where same part was ordered.

Folder Expansion

Press Enter when searching rather than having to click

Ability to export Parts / Labour / Misc totals to excel

Blog search function in ServiceLink Flex App

Email document audit trail

Display Other items in the Schedule screen in Flex

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

Addition of 3 free text fields: Mileage(km), To, From fields in Activity screen & subsequent extraction of data by rep