CloudLink Ideas Portal

7 Vote

Default Display Operations on Invoice within segment to No

In the segment header, the Display Operations on Invoice needs to be defaulted to No, currently defaulted to Yes.

Created 30 May 22:20 by Adam Young

ServiceLink

1 Needs more votes
2 Vote

Bulk PAR Reminder Setting

Ability to set PAR reminders for the year for all customers at one time instead of having to go into each customer individually to set PAR reminders within a rep's calendar

Created 15 Jan 19:40 by Sarah Cenedella

SalesLink

2 Needs more votes
9 Vote

Estimated By search function.

To have an Estimated By search function in the Advanced Search

Created 15 Feb 03:48 by Richard Betts

ServiceLink

0 Needs more votes
5 Vote

Enable mobile phone field to be mandatory

The recent move for Cavpower to transfer phone and email data from "extra Details" to the specific Contact fields was done on the basis that the fields could be set as mandatory. It has since been revealed that it it not possible

Created 12 Aug 03:49 by Darren McAllister

SalesLink

1 Planned - to be scheduled
8 Vote

View and modify your COTI notification configuration

Today in COTI, it is not clear what logic is applied to which fields under what conditions -- most notably, notification configurations. This enhancement will show COTI administrators the logic of how it has been configured.

Created 15 Mar 13:56 by David Vuong

COTI

0 Needs more votes
1 Vote

Dialogue boxes able to be moved off screen and become inaccessible

For the admin > management > left menu popup windows, make sure the edit popup windows can’t be moved up off the screen. When the windows are up, they should be stopped when they reach the top edge of the screen so the close x button always ...

Created 27 Feb 19:25 by Stephen Cavanagh

ServiceLink

0 Needs more votes
1 Vote

Work order that is scheduled to a technician, have the visibility to the Dispatcher's name that opened the work order

We were wondering if there was a way for us to add into these dashboard cell views the dispatcher that opened the WO on the cell? Like for example, we can somehow see the lead tech assigned at the bottom, instead of that could we maybe get the dis...

Created 27 Feb 16:34 by Arlette Costa

ServiceLink

2 Needs clarification
3 Vote

Add Machine to Prospect's Equipment List from a Lost Opportunity / Quote

Allow Dealers to automatically record a competitive machine record for a Prospect from a lost sale/opportunity. This could be a configuration key allowing dealers to choose if they wish to allow or not.

Created 19 Nov 05:37 by Mark Courtenay

SalesLink

0 Needs more votes
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
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

CloudLink Ideas Portal

Filter by status

Filter by category

Default Display Operations on Invoice within segment to No

Bulk PAR Reminder Setting

Estimated By search function.

Enable mobile phone field to be mandatory

View and modify your COTI notification configuration

Dialogue boxes able to be moved off screen and become inaccessible

Work order that is scheduled to a technician, have the visibility to the Dispatcher's name that opened the work order

Add Machine to Prospect's Equipment List from a Lost Opportunity / Quote

Ability to close a segment in ServiceLink

Flex - My Work - Map Work order locations

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

Default Display Operations on Invoice within segment to No

Bulk PAR Reminder Setting

Estimated By search function.

Enable mobile phone field to be mandatory

View and modify your COTI notification configuration

Dialogue boxes able to be moved off screen and become inaccessible

Work order that is scheduled to a technician, have the visibility to the Dispatcher's name that opened the work order

Add Machine to Prospect's Equipment List from a Lost Opportunity / Quote

Ability to close a segment in ServiceLink

Flex - My Work - Map Work order locations

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