CloudLink Ideas Portal

2 Vote

Add Employee Number field to Submit to Payroll View and export file.

The Employee Number is already in Sales Link when you set up a Sales Rep so why not make it visibile/available in the Submit to Payroll View and export file.

Created 20 Feb 13:41 by Mike Love

Commissions Framework

1 Will not implement
1 Vote

The logic to manage Base Model/Display Model/Compatibility Code for visibility in iQuote should be consistent in Commissions.

Change current Commissions module logic to calculate the commission on a machine regardless of if the Display Model is set up in Model Admin OR the Compatibility Code is set up in Model Admin. It should be consistent with how it works for iQuote/M...

Created 19 Feb 21:39 by Mike Love

Commissions Framework

1 Will not implement
1 Vote

Add 'Model' in search criteria when searching for Equipment in Search box

Have the ability to look for models in the entire population

Created 21 Nov 06:27 by Paul Meyer

SalesLink

1 Will not implement
1 Vote

several dealers who did not upgrade their dbs are gettng double state in influence addresses from automated gatekeeper

correct the mapping for automated gatekeeper so that when there is an influencer add or address add, the two state fields don't get picked up from dbs and populate two state names

Created 14 Nov 20:12 by Janet Perry

SalesLink

1 Will not implement
2 Vote

Notes section in Equipment Transfer Pop Ups & Adds

It would be nice to have a required notes section added the equipment or asset transfer pop up to explain why it is being transferred.

Created 14 Jun 21:26 by Sarah Cenedella

SalesLink

1 Will not implement
1 Vote

Service Pipeline Tickets List Tab Relocation

Separate Service Pipeline Tickets List tab from the Scheduling Function tabs.

Created 11 Oct 02:49 by James Miller

ServiceLink

0 Will not implement
6 Vote

Parts Availability column in Internal Quotes

We would like the Parts Availability column to be added to the quotes, so that when you download or print a quote we can see what is available or not. Or can we have a way to download the Parts details sections of the quote for internal use?

Created 09 Dec 22:44 by Kaelah Sherman

PSQuoter / Dealer Idea

3 Will not implement
1 Vote

Ability to add more than 1 Approver Group

Instead of having only 1 approver group per service writer/manager/scheduler, it would be ideal to be able to have more than one approver group per person because this would help the service department out when it comes to approving labor/time for...

Created 06 Aug 17:27 by Lynn Chou

ServiceLink

1 Will not implement
3 Vote

Recognise Inbound Calls & prompt an action

Currently users can make calls from Flex & be prompted to enter an activity at the end of the call however, inbound calls are not recognised unless the user has the contact recorded in their personal address book & there is no prompt to ad...

Created 07 Oct 02:14 by Mark Courtenay

SalesLink Flex / Dealer Idea

1 Will not implement
1 Vote

Enhance Vehicle Make error message to be more descriptive

"Vehicle make required when vehicle number is entered Something along those lines when vehicle number is not entered and Accenture sends back "Make Required" and "Cannot create DBS Work Order" error message.

Created 21 Dec 20:55 by Phil Mau

ServiceLink / Dealer Idea

0 Will not implement

CloudLink Ideas Portal

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Add Employee Number field to Submit to Payroll View and export file.

The logic to manage Base Model/Display Model/Compatibility Code for visibility in iQuote should be consistent in Commissions.

Add 'Model' in search criteria when searching for Equipment in Search box

several dealers who did not upgrade their dbs are gettng double state in influence addresses from automated gatekeeper

Notes section in Equipment Transfer Pop Ups & Adds

Service Pipeline Tickets List Tab Relocation

Parts Availability column in Internal Quotes

Ability to add more than 1 Approver Group

Recognise Inbound Calls & prompt an action

Enhance Vehicle Make error message to be more descriptive

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

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Filter by category

Identify yourself with your email address

Add Employee Number field to Submit to Payroll View and export file.

The logic to manage Base Model/Display Model/Compatibility Code for visibility in iQuote should be consistent in Commissions.

Add 'Model' in search criteria when searching for Equipment in Search box

several dealers who did not upgrade their dbs are gettng double state in influence addresses from automated gatekeeper

Notes section in Equipment Transfer Pop Ups & Adds

Service Pipeline Tickets List Tab Relocation

Parts Availability column in Internal Quotes

Ability to add more than 1 Approver Group

Recognise Inbound Calls & prompt an action

Enhance Vehicle Make error message to be more descriptive

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