CloudLink Ideas Portal

4 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
1 Vote

Sales Assistant improvement

There are numerous opportunities for improvement to Sales Assistant. This is the thread to discuss where we go next with this agentic AI feature.

Created 27 Jun 16:17 by David Vuong

SalesLink Flex

2 Needs clarification
7 Vote

Symptoms CCCC's auto populating the notes field in the linked segment

It would be a great idea to have the CCCC's entered in the Symptoms, auto populate the note's field in the linked segment

Created 18 Sep 23:43 by Richard Betts

ServiceLink

0 Needs more votes
7 Vote

Additional hyperlink in the Need By Date tab pop out window.

Additional hyperlink in the Need By Date tab pop out window to take you to the Exception/held up screen to be able to action the issue (ref Ticket # 3054153984)

Created 17 Sep 23:48 by Richard Betts

ServiceLink

1 Needs more votes
13 Vote

We require and API to create a ticket in SVL so that we can generate W/O's based on requirements from other Modules

We would like to be able to create a ticket in SVL via and API. This could be used to generate the Shop Get Ready Work Order based on Details from Iquote.

Created 04 Dec 00:01 by Sheldon Newey

ServiceLink

1 Needs more votes
9 Vote

Make Commissions self-serviceable

No description provided

Created 04 Jun 16:16 by Stephen Cavanagh

Commissions Framework / Internal Idea

0 Needs more votes
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
6 Vote

Create a find option within a customer account to easily find a machine to edit.

For customers that have large equipment listings it is difficult to find a specific machine to edit or transfer to another customer.

Created 25 Oct 06:31 by Mark Knight

SalesLink

3 Needs more votes
2 Vote

the warranty % on segments to default to 0.00%

When using the segment customer table in ServiceLink to split costs from the ticket customer to Warranty, the default percentage is set to 100%. This results in the invoice showing the segment costs being sent to Warranty to the ticket customer in...

Created 07 May 01:28 by Travis Satur

ServiceLink

0 Needs more votes
17 Vote

Add in Cat Interact functionality to share quotes directly with customers and receive customer responses

Ability to share quotes directly with customers, receive any customer feedback and also have digital authorisation to proceed with quoted work. All can be tracked and documented within the PSQ quote using Cat Interact

Created 26 Apr 05:13 by Dan Ham

PSQuoter

0 Needs review

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