CloudLink Ideas Portal

21 Vote

More Flexibility needed in Advanced Search

The Advanced Search feature that's currently in SalesLink is valuable - however it lacks flexibility. Key improvements needed include multi-select options (rather than a one at a time, and then cumbersome V-lookup efforts); and capability to deter...

Created 01 Feb 21:44 by Kari Cannaday

SalesLink / API, Data or Reporting

4 Will not implement
19 Vote

Customer Coverage calculation change

The current Customer Coverage Report simply total's activities over the last 12 months & compares against the assigned PAR to determine if coverage is on PAR or not. The issue with this is multiple activities within a short period (i.e. buyin...

Created 23 Aug 07:20 by Mark Courtenay

SalesLink / API, Data or Reporting

4 On Hold
9 Vote

Lost Service Opportunities

Problem Statement: Cat are requiring Dealers to more accurately report on Lost Parts & Service Sales. Competitive Repairs are also becoming our largest Parts Customers however we do not have a system to record & analyse this customer group...

Created 17 Oct 23:10 by Mark Courtenay

SalesLink / API, Data or Reporting / Dealer Idea / New Functionality

2 Planned - to be scheduled
13 Vote

Expiring Warranties - better visibility/mapping if multiple warranties open

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 con...

Created 02 Feb 17:32 by Kari Cannaday

SalesLink / API, Data or Reporting

0 Needs more votes
6 Vote

Add PAR Percentage Report to SalesLink Flex

We would like the PAR Percentage report that is available in Saleslink Executive to be available for Saleslink Sales Rep App

Created 28 Sep 22:37 by Lori Ciccarelli

SalesLink / API, Data or Reporting / Dealer Idea

10 Planned - to be scheduled
4 Vote

Add the column "Total PAR Percentage" next to Annual Variance for Sales Representatives.

To add a "Total PAR Percentage" column in a Sales Representative Customer Coverage page. Preferably to the right of the "Annual Variance" column.

Created 16 Jun 18:16 by Ricky Lui

SalesLink / API, Data or Reporting

1 Needs more votes
5 Vote

Have a file management module as a part of Saleslink.

Module gives Saleslink users the ability to quickly find CVA agreements, Data Governance Forms, Warranty Forms or any other document saved to a customer's account in Saleslink.

Created 02 Mar 20:47 by Larry Rosenberg

SalesLink / API, Data or Reporting / Dealer Idea / New Functionality

1 Needs more votes
3 Vote

Need UCID Extra Detail field to be searchable and referenced in Advanced Search reporting

We need to be able to search by UCID and have the UCID listed in Advanced Search reports such as the Account List.

Created 26 Apr 22:51 by Court Laslop

SalesLink / API, Data or Reporting

0 Needs more votes
4 Vote

OLGA - By Industry - add filter to see complete Industry (or sort by)

It would be helpful to be able to filter OLGA - By Industry - the complete Industry (or sort by). We are using the CIC provided by CAT to assign our industries. The descriptions in the current report are listed by name not code so it is not easy t...

Created 07 Jan 21:50 by Tracy DiStefano

SalesLink / API, Data or Reporting

0 Will not implement
5 Vote

Transform multiple DBS division specific records for Machine Division into a consolidated view within SalesLink

Holt operates under 6 separate division codes for our Machine Division business: G, H, R, S, T, WCan we transform all records from DBS using these division codes to aggregate into a single Division G view in SalesLink? Without it, our Machine Divi...

Created 23 Apr 16:48 by Wendy Spalding

SalesLink / API, Data or Reporting

2 Needs more votes

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