CloudLink Ideas Portal

2 Vote

Multiple batch uploads for one campaign

We would like the ability to do multiple batch uploads to a single campaign. Right now we have to create a new campaign for each batch upload that we do, even though it is part of the same campaign.

Created 29 Jun 16:43 by Melissa Jarvis White

SalesLink / Dealer Idea

1 Already exists
1 Vote

After a Part is ordered, update ServiceLink Availability field with the Facility field from DBS that indicates where the part was sourced from.

During parts lookup, the Availability field in the parts area shows the source from parts store. After a part is ordered, DBS is updated to reflect the source the part was actually ordered from which in a lot of cases is different than the origina...

Created 28 Jan 14:49 by Jim Ellis

ServiceLink

1
2 Vote

The ability to sort by the exact day in the Shipped Before Invoicing report in COTI

This will enable you to filter for gear that shipped the prior day but not invoiced.

Created 19 Jun 21:00 by Hector Catre

COTI

0
2 Vote

Docusign- changing the second signature to blank and have to choose from the drop down list

What happens is that the rep is defaulted there. Approval really is a manager. The rep really must choose a manager. The list already exists.

Created 11 Jun 21:40 by Kari Cannaday

iQuote

0
2 Vote

Deprecate Fax number and Tax number from the app

These fields aren't used.

Created 11 Jun 17:19 by Peter Le Mare

SalesLink Flex

0
2 Vote

Ability to update symptoms

No description provided

Created 08 Jun 21:17 by Hector Catre

ServiceLink Flex

0
1 Vote

Save Display Configuration to Warranty Drill Down Pages

When looking at the drill down pages in the Warranty Claims Pipeline, there is no gear or eye icon to be able to save the display configuration like there is on the Service Pipeline drill downs. Can we get this functionality added to the Warranty ...

Created 13 Jan 20:07 by Roxanne Smith

ServiceLink / User Experience and Useability

0
1 Vote

Limit quote "Type" field so only Service can be selected in PSQ

Remove the "Parts" option from the "Type" field in PSQ so it only displays "Service"

Created 11 Jan 02:52 by Dan Ham

PSQuoter

0 Needs more votes
2 Vote

Pre-filing the “Credit Approved” field when clicking "Grant Release No"

Clicking on “Grant Release No” then the “Credit Approved” field should fill in with that date it was approved. If it canceled then it should wipe out the date. Both items circled

Created 22 Apr 14:39 by Hector Catre

COTI

0
2 Vote

DocuSign - Multiple Signatories (With signing order).

The option to select how many signatures are required from the Customer and in which order they are to be processed. (eg. Procurement Manager and then CFO)

Created 06 Apr 23:13 by Hector Catre

iQuote

0

CloudLink Ideas Portal

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Multiple batch uploads for one campaign

After a Part is ordered, update ServiceLink Availability field with the Facility field from DBS that indicates where the part was sourced from.

The ability to sort by the exact day in the Shipped Before Invoicing report in COTI

Docusign- changing the second signature to blank and have to choose from the drop down list

Deprecate Fax number and Tax number from the app

Ability to update symptoms

Save Display Configuration to Warranty Drill Down Pages

Limit quote "Type" field so only Service can be selected in PSQ

Pre-filing the “Credit Approved” field when clicking "Grant Release No"

DocuSign - Multiple Signatories (With signing order).

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

Multiple batch uploads for one campaign

After a Part is ordered, update ServiceLink Availability field with the Facility field from DBS that indicates where the part was sourced from.

The ability to sort by the exact day in the Shipped Before Invoicing report in COTI

Docusign- changing the second signature to blank and have to choose from the drop down list

Deprecate Fax number and Tax number from the app

Ability to update symptoms

Save Display Configuration to Warranty Drill Down Pages

Limit quote "Type" field so only Service can be selected in PSQ

Pre-filing the “Credit Approved” field when clicking "Grant Release No"

DocuSign - Multiple Signatories (With signing order).

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