CloudLink Ideas Portal

2 Vote

Improve Expiring Warranties Functionality

Add Expiring Warrantied to the Customer Asset Menu Add a clickable Totals Row to the existing expiring warranties Report

Created 28 Feb 23:53 by Mark Courtenay

SalesLink / API, Data or Reporting / New Functionality

1 Needs more votes
2 Vote

Customer Issue Management - Additional Point of Escalation

Is there any opportunity to add another escalation contact for “Issue Alert Recipients”? Currently, the CIM logic only allows one individual to be nominated for:• Manage – Issue Default Assignment – Individual whom the Customer Issue defaults to.•...

Created 25 Feb 22:46 by Court Laslop

SalesLink / New Functionality

0 Needs more votes
3 Vote

Gatekeeper - Completed On field for Done Requests and Export Button for Analysis

It would be valuable to see when a request was Completed On from the Done Request screen. This will allow us to see how long it is taking for requests to be processed (without having to go into each request to see this information). It would also ...

Created 11 May 17:47 by Tracy DiStefano

SalesLink / Dealer Idea

0 Needs more votes
3 Vote

Add ability to sort the list of customers in a Campaign alphabetically

When you add a list of customers into a Campaign the default sort is by customer number - would like ability to also change to sort by customer name A-Z or Z-A like most other lists in saleslink

Created 11 May 16:54 by Greg DeWalt

SalesLink / Dealer Idea

0
2 Vote

Drag/Drop Attachments

The ability to grab multiple attachments/documents within a customer account would make things a lot more efficient and save time from a reps viewpoint.

Created 21 Jan 16:22 by Eric Bowers

SalesLink / New Functionality / User Experience and Useability

0 Needs more votes
4 Vote

Improved Lead and Opportunity Sales Funnel Report

Marketing Managers and Sales Managers need better visibility around the performance of a reps Sales Funnel and/or specific sources and campaigns. If we had a view similar to the attachment then we'd be able to quantify the results at a single glan...

Created 16 Jul 16:38 by Wendy Spalding

SalesLink / API, Data or Reporting

0 Needs more votes
4 Vote

Create a Task Option in SalesLink

Create a Task Option which would be a cross between an Issue and an Activity. One that can be assigned from one person to another that warrants action but is not at the urgent level of a issue.We would like the task notification to be emailed to b...

Created 11 Apr 20:48 by Mandy Turnbaugh

SalesLink / New Functionality

3 Needs more votes
4 Vote

Default to Current Year on PAR percentage Report and Customer Coverage Report.

We look at current YTD when considering if a rep is current on PAR. We have trained the reps to go into SalesLink to see where they stand on PAR goals, if we could change the default from '12 months back' to the current year, this would eliminate ...

Created 05 Apr 14:01 by Mandy Turnbaugh

SalesLink / API, Data or Reporting

0 Needs more votes
2 Vote

Add ability to multi-select divisions when viewing a customer's information, instead of just 'one' or 'all'.

We have some divisions that overlap each other and cross sell frequently and the management team would like the ability to multi-select those divisions to see the roll up on Sales Analysis, etc. I don't see a way to do this in Customer Hierarchy e...

Created 27 Oct 19:33 by Deborah Styring

SalesLink / New Functionality

0 Needs more votes
2 Vote

Improve Quick search to allow for trailing spaces

When copying and pasting in a serial number into search there is often spaces trailing the data. When this happens the search does not return any value. When removing the trailing spaces the search will return the right form/data. This inhibits us...

Created 10 Oct 23:58 by Darren McAllister

SalesLink / Dealer Idea

0 Needs more votes

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