CloudLink Ideas Portal

3 Vote

The return document number in the file name of the attachment for quick referencing

To improve efficiency and make it easier to identify the correct file at a glance, I recommend including the return document number in the attachment file name.

Created 15 Oct 05:54 by Dayton Robson

ServiceLink

0 Needs review
3 Vote

(WesTrac) The Link icon in SalesLink (top right)

(WesTrac)There is a "Manage Links" functionality that is within SalesLink, it would be nice if this functionality is there in all Texada modules especially ServiceLink PSQ, CMP and COTI to the drop-down list.

Created 03 Oct 01:43 by Dayton Robson

ServiceLink

0 Needs review
1 Vote

(WesTrac) Ability to automatically save Proformas to the media tab once they are generated?"

Implement a feature that automatically saves generated Proformas to the Media tab upon creation? This would help streamline access and reduce manual steps for users who rely on these documents for follow-up actions and reporting.

Created 08 Oct 03:07 by Dayton Robson

ServiceLink

0 Needs review
14 Vote

Write API for Contacts

Currently, our CRM platform offers API capabilities that allow customers to efficiently read and utilize contact data. However, the absence of corresponding write APIs limits automation opportunities and necessitates manual data management efforts...

Created 03 Jul 16:35 by David Vuong

SalesLink

2 Planned - to be scheduled
7 Vote

Enable Data Sharing via Snowflake Native Features Instead of APIs

Explore the feasibility of leveraging Snowflake’s native data sharing capabilities to exchange data across organizations, replacing or supplementing current API-based methods. This approach is inspired by practices already adopted by CAT and other...

Created 21 Aug 01:19 by vikram sharma

Reporting API

0 Needs review
6 Vote

Parts need by date to be displayed in the Parts tab of ServiceLink

In ServiceLink FLEX, after parts are ordered, it is essential to display the Required By Date associated with each document or part order. This visibility is particularly important as stores frequently place orders in advance of machine arrivals. ...

Created 28 Aug 05:56 by Travis Satur

ServiceLink

2 Needs more votes
3 Vote

Give Dealers system administrators the ability to review full work order audit log details (WesTrac)

Currently, when a change is made to a work order, the ServiceLink audit log does not consistently capture the update—even though the same change is clearly recorded in the DBS audit log. As a result, system administrators must engage with a Texada...

Created 17 Sep 07:40 by Travis Satur

ServiceLink

0 Needs more votes
2 Vote

Add Open Lead and Outstanding Opportunities "Link" to SalesLink Flex

If our sales team wants to use SalesLink Flex to action their leads and opportunities, it takes a few steps in the filter screen to pull up specific stages. My recommendation is to add two more "links", as seen in the screenshot, for open leads an...

Created 26 Sep 16:23 by Corbin Buchholz

SalesLink Flex

0 Needs review
11 Vote

When a DBS configuration is changed in DBS have the std package automatically update.

DBS machine configurations are regularly updated. We need these changes to automatically update any standard package that was built off the DBS configuration.

Created 01 Jul 00:11 by Mark Knight

iQuote

1 Needs more votes
8 Vote

Outstanding Cores Filter and Visual Highlighting in Parts Tab (WesTrac)

We propose the addition of an “Outstanding Cores” filter within the Parts tab of ServiceLink, along with a visual enhancement that bolds outstanding reman cores directly in the segment view. This improvement would significantly streamline the part...

Created 18 Jul 03:31 by Travis Satur

ServiceLink

0 Needs more votes

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