CloudLink Ideas Portal

1 Vote

The ability to add multiple Standard Jobs at one time.

Within ServiceLink, the ability to select multiple Standard Jobs to add at one time.

Created 20 Oct 23:08 by Aj Vos

ServiceLink

3 Needs more votes
7 Vote

Connect a specific campaign to Activity/Lead/Opp

Enable similar functionality to the desktop app where a specific campaign can be selected as purpose in activity and source in lead/opp

Created 14 Nov 18:25 by Guest

SalesLink Flex

1 Already exists
6 Vote

Reprice Quote when copied

Situation: User has copied an old quote and would like to update the pricing. Expected Solution: A button or menu item to allow quote to pull system current pricing (where available) for all line items in quote.

Created 27 Aug 21:37 by Court Laslop

iQuote

0
9 Vote

Need an easier way to quote a corporate account

PLEASE!!!!! Need new quote document showing List less Discount, need different configuration options...

Created 30 Jan 22:16 by Kari Cannaday

iQuote / Internal Idea

3
9 Vote

Mobile 'Quick Quote' App

Dealers have been asking for a simplified way to do quick quotes for years. We need a mobile app that allows the rep to quote from Inventory, Standard Packages… we should incorporate Public Quotes (which have already been set up for Inventory unit...

Created 30 Jan 17:36 by Kari Cannaday

iQuote / New Functionality

1
1 Vote

Add competive data to this report for won sales reporting

We would like to be able to add some fields where the reps can add competive data on won sales. When they have a won sale we would like for them to be able to tell us the competitor, the model and the price.

Created 11 Oct 15:41 by Janet Perry

COTI

2 Needs clarification
1 Vote

Advanced Search - Additional Search Fields

Add additional fields to Advanced Search function; Work order status. Include Segments Allow multiple selections for Ticket Status field (or all drop down menus). Additional fields to show in advanced search table; Actual and estimates for Parts/L...

Created 11 Oct 03:38 by James Miller

ServiceLink

0 Needs more votes
1 Vote

Service Pipeline Tickets List Tab Relocation

Separate Service Pipeline Tickets List tab from the Scheduling Function tabs.

Created 11 Oct 02:49 by James Miller

ServiceLink

0 Will not implement
1 Vote

Blog - Subject field

Add a subject field to blogs.

Created 11 Oct 02:31 by James Miller

ServiceLink

0 Needs more votes
2 Vote

AMS DAT Feed into Customer Info

Display Customer consent status somewhere in Customer Info/Customer Profile from CAT DAT Tools (Digitial Authorization Tools) Digital Authorization: Agreed Last Authorized date: Oct 20, 2017 CAT® Remote Services: Agreed Last Authorized date: Oct 2...

Created 07 Dec 04:53 by Michael Wong

Customer Search

3 Already exists

CloudLink Ideas Portal

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The ability to add multiple Standard Jobs at one time.

Connect a specific campaign to Activity/Lead/Opp

Reprice Quote when copied

Need an easier way to quote a corporate account

Mobile 'Quick Quote' App

Add competive data to this report for won sales reporting

Advanced Search - Additional Search Fields

Service Pipeline Tickets List Tab Relocation

Blog - Subject field

AMS DAT Feed into Customer Info

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

The ability to add multiple Standard Jobs at one time.

Connect a specific campaign to Activity/Lead/Opp

Reprice Quote when copied

Need an easier way to quote a corporate account

Mobile 'Quick Quote' App

Add competive data to this report for won sales reporting

Advanced Search - Additional Search Fields

Service Pipeline Tickets List Tab Relocation

Blog - Subject field

AMS DAT Feed into Customer Info

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