CloudLink Ideas Portal

4 Vote

Make customers purchase order number searchable

It would help save our users and customer some time if the customers purchase order number in iMacs was searchable.

Created 05 Jun 23:21 by Lynn Chou

iMacs

0 Needs review
1 Vote

Add a field on the project summary page labeled estimate amount

To add field on the project summary page for estimated services and materials.

Created 25 Jun 13:04 by Brett Porterfield

iMacs

0 Needs review
1 Vote

Create Sales Agreement Number prior to invoicing

The idea is to generate the sales agreement number prior to the star of the invoicing process.

Created 25 Jun 12:57 by Brett Porterfield

iMacs

0 Needs review
1 Vote

Need a field added to imacs to track the sales agreement number

The idea is to add a field in iMacs to track the sales agreement number as at present there is not a place available to do this.

Created 25 Jun 12:48 by Brett Porterfield

iMacs

0 Needs review
1 Vote

Another idea is to allow the user to tab down one line when adding new comments to some of the fields. The main Project Comments field referenced above allows for this already, but other fields do not, and again, this can make it challenging for users to reach through any notes.

Another idea is to allow the user to tab down one line when adding new comments to some of the fields. The main Project Comments field referenced above allows for this already, but other fields do not, and again, this can make it challenging for u...

Created 03 Apr 15:07 by Janet Perry

iMacs

1 Needs review
1 Vote

One that has surfaced again recently is to have 'rich text' formatting in the main Project Information page "Comments" field. We use that field extensively to track information that iMACS doesn't accommodate, and it can be hard to reach through all the notes at times.

One that has surfaced again recently is to have 'rich text' formatting in the main Project Information page "Comments" field. We use that field extensively to track information that iMACS doesn't accommodate, and it can be hard to reach through al...

Created 03 Apr 15:06 by Janet Perry

iMacs

1 Needs review
3 Vote

The ability to create a custom task

PMs will have the ability to: Create a custom task that is outside of the normal task list for a stock number, or project overview, so that they can manage specialized needs.

Created 20 Jan 07:00 by Hector Catre

iMacs

0
2 Vote

The ability to select the viewability of a task within the Date Viewer/Editor

PMs will have the ability to: View an administration page (future discussion if this should be at the individual level, or wider) On the administration page have the ability to select which date are and are not viewable.

Created 20 Jan 06:57 by Hector Catre

iMacs

0
2 Vote

The ability to create, group, view and edit phases within a stock number

Background: In looking at dates in iMacs for a stock number, those dates can be grouped together in phases to help convey the specific status of that stock number. The vision in iMACS is the ability to create phases, then tag a date as a member of...

Created 20 Jan 06:54 by Hector Catre

iMacs

0
2 Vote

Date Viewer / Editor for iMACS - Phase 4

Description The Goal of the iMACS Date Viewer / Editor is to give iMACS Users the ability to view all of the dates within a project in a coherent manner, while enabling the ability to edit multiple dates at the same time. Phase 4 - Phase editing (...

Created 26 Oct 21:10 by Hector Catre

iMacs / Dealer Idea / Internal Idea

2 Will not implement

CloudLink Ideas Portal

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Make customers purchase order number searchable

Add a field on the project summary page labeled estimate amount

Create Sales Agreement Number prior to invoicing

Need a field added to imacs to track the sales agreement number

Another idea is to allow the user to tab down one line when adding new comments to some of the fields. The main Project Comments field referenced above allows for this already, but other fields do not, and again, this can make it challenging for users to reach through any notes.

One that has surfaced again recently is to have 'rich text' formatting in the main Project Information page "Comments" field. We use that field extensively to track information that iMACS doesn't accommodate, and it can be hard to reach through all the notes at times.

The ability to create a custom task

The ability to select the viewability of a task within the Date Viewer/Editor

The ability to create, group, view and edit phases within a stock number

Date Viewer / Editor for iMACS - Phase 4

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

Make customers purchase order number searchable

Add a field on the project summary page labeled estimate amount

Create Sales Agreement Number prior to invoicing

Need a field added to imacs to track the sales agreement number

Another idea is to allow the user to tab down one line when adding new comments to some of the fields. The main Project Comments field referenced above allows for this already, but other fields do not, and again, this can make it challenging for users to reach through any notes.

One that has surfaced again recently is to have 'rich text' formatting in the main Project Information page "Comments" field. We use that field extensively to track information that iMACS doesn't accommodate, and it can be hard to reach through all the notes at times.

The ability to create a custom task

The ability to select the viewability of a task within the Date Viewer/Editor

The ability to create, group, view and edit phases within a stock number

Date Viewer / Editor for iMACS - Phase 4

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