CloudLink Ideas Portal

Current issue is that a rep will contact a customer based on the 'Expiring Warranty' functionality in SL - however, there could still be an extended warranty open. There needs to be visibility or a better work flow around this process to avoid confusion with reps and customers.

From https://cloudlink.ideas.aha.io/ideas/SLSLNK-I-70

We’ve noticed that some of the expiring warranties that show up on the Expiring Warranties report and the SalesLink Suggestions do not take into consideration if that machine has an extended warranty that will roll over once the standard warranty expires.

Basically, both reports show machines that shouldn't show up because those machines have extended warranties that will come into effect. Is there a way to filter these out and only show machines that either have an expiring standard warranty and no extended warranty OR an expiring extended warranty?

Also on the Expiring Warranties Report, is there a way to filter out expiring warranties based on the kind of warranty (ie: Under Carriage, Emissions)?

Without these, the report and suggestions would throw more work on our reps since they would need to validate if these are expiring warranties we can generate business from.

From https://cloudlink.ideas.aha.io/ideas/SLSLNK-I-227

The current logic in this view is too simplistic. It only looks for any machine with ANY expiring warranty type in a given month. In one example, the standard warranty did expire in March 2020, BUT it has an extended warranty that goes out to 2022. Any ideas on smarter logic to account for this?