CloudLink Ideas Portal

13 Vote

Need the ability to select multiple or all standard jobs in the standard job section to delete or update pricing.

This will save a lot of time when standard job prices get updated in DBS

Created 19 Mar 06:50 by Mark Knight

iQuote

8 Shipped
4 Vote

A Suggestion for the "Find Equipment" Popup for Service Leads and Opportunities we would like to have the Equipment number added

Currently the list includes the FPC which is only showing as a letter (not really meaning much). It would be better to show the Equipment number that the customer has nominated so 1. a cross check of machine data can be completed, 2. the right mac...

Created 12 Sep 06:16 by Darren McAllister

SalesLink

3 Shipped
1 Vote

Users can edit their name and email in CloudLink

Problem: Users periodically want/need to update their name and email in CloudLink. Current process: Log into CloudLink with a new email address creates a second account, which then prompts a Support ticket to merge the old and new account. Sometim...

Created 31 Jan 15:22 by Stephen Cavanagh

SalesLink / Internal Idea

1 Shipped
7 Vote

Move a model to another base model

Previously you would have to delete a model and re-create it elsewhere. Not only did this cause loss of history but with recent security enhancements, deletion of a model with associated data (e.g. quotes) is no longer possible. This enhancement w...

Created 16 Jan 17:32 by David Vuong

Model Admin

1 Shipped
6 Vote

Operation numbers can be edited after creation which results in duplicated operations on work orders. Need to restrict functionality.

Operation numbers need to locked without functionality to amend the operation number once created. Segment numbers are locked and we require the same configuration for operations to prevent data duplication in DBSi and SVL.

Created 06 Mar 06:26 by Adam Young

ServiceLink

1 Shipped
2 Vote

Store dealer code overrides in branches

For dealers that have multiple dealer codes, we will allow branch configurations to contain a "dealer code override" which the system will use instead of the configuration key whenever a dealer code is required.

Created 05 Nov 20:49 by David Vuong

SalesLink

0 Shipped
3 Vote

Last Blog date column

It would be nice to have a last blog date added as a column in Service Link.

Created 20 Jun 20:25 by Brandy Kearney

ServiceLink

1 Shipped
4 Vote

Ability to Disable Opportunity Sources without needing to move opportunities associated with the source.

Provide the ability to disable an opportunity source in SalesLink without needed to move all the opportunities a off of that source to another

Created 04 Mar 16:58 by Alex Ingram

SalesLink

1 Shipped
4 Vote

Update the UCC CAIS file format

The file format seems to have changed with no workaround possible to support UCC uploads.

Created 20 Feb 14:22 by David Vuong

SalesLink

1 Shipped
3 Vote

Add more filtering and bulk editing capabilities on Leads / Opportunities

A user in the Manage - Opportunity Activity and Issue Status page will be able to filter the list of opportunities using the additional criteria: Source Group Source Campaign Assigned to Lead/Opportunity Status In this view, the user will addition...

Created 16 Jan 23:30 by David Vuong

SalesLink

1 Shipped

CloudLink Ideas Portal

Filter by status

Filter by category

Need the ability to select multiple or all standard jobs in the standard job section to delete or update pricing.

A Suggestion for the "Find Equipment" Popup for Service Leads and Opportunities we would like to have the Equipment number added

Users can edit their name and email in CloudLink

Move a model to another base model

Operation numbers can be edited after creation which results in duplicated operations on work orders. Need to restrict functionality.

Store dealer code overrides in branches

Last Blog date column

Ability to Disable Opportunity Sources without needing to move opportunities associated with the source.

Update the UCC CAIS file format

Add more filtering and bulk editing capabilities on Leads / Opportunities

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

Need the ability to select multiple or all standard jobs in the standard job section to delete or update pricing.

A Suggestion for the "Find Equipment" Popup for Service Leads and Opportunities we would like to have the Equipment number added

Users can edit their name and email in CloudLink

Move a model to another base model

Operation numbers can be edited after creation which results in duplicated operations on work orders. Need to restrict functionality.

Store dealer code overrides in branches

Last Blog date column

Ability to Disable Opportunity Sources without needing to move opportunities associated with the source.

Update the UCC CAIS file format

Add more filtering and bulk editing capabilities on Leads / Opportunities

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