CloudLink Ideas Portal

2 Vote

Streamline the quote process: From 'In Process' to 'Won or Lost'—track every step with clarity!

The idea is to implement a clear status-tracking system for quotes to eliminate confusion and ensure seamless communication between estimators and dispatchers. By defining each stage—"In Process," "Open/Completed," "Submitted," and "Won/Lost"—ever...

Created 03 Oct 19:14 by Hector Feliciano

PSQuoter

1 Already exists
2 Vote

Have the ability to add Special Instructions to the Workorder Header in Service Link

Have the ability to add Special Instructions to the workorder header so they show up when we print the workorder.

Created 31 Jul 13:35 by Larry Rosenberg

ServiceLink

1 Already exists
4 Vote

Allow for additional owner types when batch creating activities

Date of Request: Septempber 1, 2023 Company requesting Wagner Contact at company requesting Ashley Gross Timing of ask for this to be useful to the company As soon as it is useful we can adopt it within our process Products impacted SalesLink What...

Created 28 Sep 14:06 by Andreas Kanitz

SalesLink / Dealer Idea / New Functionality

1 Already exists
3 Vote

ServiceLink to display the correct local time for users

Show the local time

Created 19 Jan 15:44 by Kristi Seguin

ServiceLink

1 Already exists
2 Vote

Equipment Add function

Allowing the model box when adding equipment to be a drop down feature of models in dealers database rather than a type in fitler

Created 05 Jun 18:26 by Eric Bowers

SalesLink

6 Already exists
1 Vote

Enable email sync between SalesLink/Flex influencers and SalesLink Contacts

SalesLink contacts (contact list) do not sync email addresses listed on customer profile in SalesLink desktop or Flex.

Created 10 Oct 15:43 by Michael Doughty

SalesLink Flex

1 Already exists
2 Vote

Remove technicians once WO is completed/closed/invoiced

For all work orders, all technicians assigned to the work order in the scheduler have a start date followed by no end date. Right now, for all closed, completed, and invoiced work orders the technicians that were originally assigned are still on t...

Created 31 Jan 19:42 by Lynn Chou

ServiceLink

1 Already exists
2 Vote

AMS DAT Feed into Customer Info

Display Customer consent status somewhere in Customer Info/Customer Profile from CAT DAT Tools (Digitial Authorization Tools) Digital Authorization: Agreed Last Authorized date: Oct 20, 2017 CAT® Remote Services: Agreed Last Authorized date: Oct 2...

Created 07 Dec 04:53 by Michael Wong

Customer Search

3 Already exists
1 Vote

Made Notes

Create a page similar to Made Activities for Notes so you can view all your Notes you created in either an Opportunity or a Lead for a specific month.

Created 22 Apr 23:30 by Marciano Vasquez

SalesLink

1 Already exists
1 Vote

Have outlook communicate directly with CRM plus more

Could the saleslink calendar merge with the outlook calendar? Could we get an email reminder when a follow up is due or scheduled? Also other platforms connect to outlook and when a rep sends an email to a customer it automatically records that em...

Created 03 Jan 19:40 by Janet Perry

CloudLink Console

1 Already exists

CloudLink Ideas Portal

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Streamline the quote process: From 'In Process' to 'Won or Lost'—track every step with clarity!

Have the ability to add Special Instructions to the Workorder Header in Service Link

Allow for additional owner types when batch creating activities

ServiceLink to display the correct local time for users

Equipment Add function

Enable email sync between SalesLink/Flex influencers and SalesLink Contacts

Remove technicians once WO is completed/closed/invoiced

AMS DAT Feed into Customer Info

Made Notes

Have outlook communicate directly with CRM plus more

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

Streamline the quote process: From 'In Process' to 'Won or Lost'—track every step with clarity!

Have the ability to add Special Instructions to the Workorder Header in Service Link

Allow for additional owner types when batch creating activities

ServiceLink to display the correct local time for users

Equipment Add function

Enable email sync between SalesLink/Flex influencers and SalesLink Contacts

Remove technicians once WO is completed/closed/invoiced

AMS DAT Feed into Customer Info

Made Notes

Have outlook communicate directly with CRM plus more

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