CloudLink Ideas Portal

4 Vote

Ability to search for a technician in the Labor Inquiry functionality, of ServiceLink like what it is in Labor Approval functionality. There is a lot of scrolling to be done to find the technician.

On the Labour Inquiry, where you filter the technician it takes allot of time scrolling through all the dropdown names. Can the "type" search function be added to the technician filter and a multiple selection filter be available where you can sel...

Created 22 May 07:33 by Dayton Robson

ServiceLink

1 Needs more votes
4 Vote

Ability to search using customer PO # in ServiceLink (WesTrac)

We would like to be able to search by PO number in ServiceLink. This will make it easy to search in ServiceLink using the customer PO #

Created 22 May 06:50 by Dayton Robson

ServiceLink

0 Needs more votes
1 Vote

Retrieval of GPS data now prioritizes Physical Address values

When retrieving the lat/lon coordinates for a customer address, we will first use the Physical Location fields if they are available. This addresses situations where the billing address is a PO Box which causes the lat/lon coordinates to be incorr...

Created 23 May 17:57 by David Vuong

SalesLink Flex

0 Needs more votes
1 Vote

Clearer verbiage for expired warranty opportunities

"Customer Accepted" is a confusing term in the UI with regards to expiring warranties. This enhancement will change the verbiage to Outstanding instead of Customer Accepted.

Created 23 May 17:55 by David Vuong

SalesLink

0 Needs more votes
1 Vote

Allow requiring the user to select a division when creating a lead

Currently, it defaults to the division that has been marked as default in the system. This idea is to allow for a configuration to force the user to select a division each time. This is to ensure that leads are assigned to the correct division by ...

Created 23 May 17:45 by David Vuong

SalesLink

0 Needs more votes
2 Vote

Addition of Option to Transfer a Machine to a Different DCN

When in the CM Portal under a desired machine serial number consider adding in an option to transfer the machine over to a different DCN.

Created 22 May 15:06 by Trevor Rupiper

Condition Monitoring Portal

0 Needs more votes
2 Vote

More W/O Open error message information

The error message that is displayed when you have missing information when attempting to open a W/O needs to be more informative.Example: When there is missing information such as a missing cost center in a segment, we get told what segment caused...

Created 14 May 01:22 by Richard Betts

ServiceLink

0 Needs more votes
2 Vote

the warranty % on segments to default to 0.00%

When using the segment customer table in ServiceLink to split costs from the ticket customer to Warranty, the default percentage is set to 100%. This results in the invoice showing the segment costs being sent to Warranty to the ticket customer in...

Created 07 May 01:28 by Travis Satur

ServiceLink

0 Needs more votes
1 Vote

Batch Leads Enhancement - Product details.

When generating batch leads (campaign based), we are unable to select a PSE type (Category). The SN and make are also blank under the product details. Wondering if we can add functionality to pull SN, make, and category from the target equipment u...

Created 15 May 20:06 by Brett Heimerdinger

SalesLink

1 Needs more votes
2 Vote

WesTrac- The ability to add parts from separate work orders

To have an option in the parts edit screen to add parts list from work order

Created 06 May 02:55 by Travis Satur

ServiceLink

0 Needs more votes

CloudLink Ideas Portal

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Ability to search for a technician in the Labor Inquiry functionality, of ServiceLink like what it is in Labor Approval functionality. There is a lot of scrolling to be done to find the technician.

Ability to search using customer PO # in ServiceLink (WesTrac)

Retrieval of GPS data now prioritizes Physical Address values

Clearer verbiage for expired warranty opportunities

Allow requiring the user to select a division when creating a lead

Addition of Option to Transfer a Machine to a Different DCN

More W/O Open error message information

the warranty % on segments to default to 0.00%

Batch Leads Enhancement - Product details.

WesTrac- The ability to add parts from separate work orders

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

Ability to search for a technician in the Labor Inquiry functionality, of ServiceLink like what it is in Labor Approval functionality. There is a lot of scrolling to be done to find the technician.

Ability to search using customer PO # in ServiceLink (WesTrac)

Retrieval of GPS data now prioritizes Physical Address values

Clearer verbiage for expired warranty opportunities

Allow requiring the user to select a division when creating a lead

Addition of Option to Transfer a Machine to a Different DCN

More W/O Open error message information

the warranty % on segments to default to 0.00%

Batch Leads Enhancement - Product details.

WesTrac- The ability to add parts from separate work orders

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