CloudLink Ideas Portal

2 Vote

Create a configuration to remove the ability to delete quotes for Power Users in iQuote.

Currently we can only remove the ability to delete quotes for Sales Rep users. We would also like to remove the ability for power users to delete quotes in iQuote.

Created 11 Sep 18:56 by Jessica Mayher

iQuote

0
2 Vote

Adding Activity smarts

Some functionality in Flex does not respond to adding activity as smart as previous mobile did. When searching the search feature use to narrow down the list based on searched letters, now you need to click search (an extra step). Selection custom...

Created 11 Sep 01:11 by Darren McAllister

SalesLink Flex / Dealer Idea

0
3 Vote

Add Activity-type filters to the PAR Percentage Report

We'd like the ability to filter the PAR Percentage report based on type of activity recorded that mirrors the Customer Coverage Report. Please add filters to select: Face to Face, Phone, E-Communication and Other. This is needed because non-face t...

Created 22 Mar 13:43 by Wendy Spalding

SalesLink

1 Already exists
1 Vote

Include notes from AX for PM Agreements

We want the contract notes from AX to show in a field in the PM/CSA page in CMP and SalesLink.

Created 28 Feb 13:34 by Corbin Buchholz

Condition Monitoring Portal

0
3 Vote

Create visibility that customer account is a corporate account

Every DBS dealer uses the TEPS Dealer Code field and Account Type field to identify the account as a Corporate Account. Can we use these fields to create an on-screen notification that the account viewed is a corporate account?

Created 09 Mar 15:23 by Wendy Spalding

SalesLink Flex

2 Will not implement
3 Vote

Remove default date and change name of field 'Opportunity Close Date' to 'Delivery Date' when entering a Lost Sale.

In SL when adding a lost sale report the “Opportunity Close Date” is blank. When filing a Lost Sale from iQuote the “Opportunity Close Date” defaults to the day the quote is closed. This should not happen, the date should be blank. Also, we would ...

Created 07 Mar 16:55 by Mandy Turnbaugh

SalesLink

1 Already exists
2 Vote

Flagged for Deletion needs to be more apparent

The flagged for deletion insignia needs to be more clearly identifiable. Users will bypass this information because it is tucked within the billing address. I suggest changing the color of the Customer name to Red, or to make the "Flagged for Dele...

Created 26 Aug 20:18 by Brad Grove

SalesLink / Dealer Idea

0
2 Vote

Improve EMT Sync with ServiceLink Tickets

Problem to Solve: There are issues with how the tickets and work orders in ServiceLink are kept in sync with the EMT events. This causes issues with having the wrong status, future items not being updated and some items being marked as missed. Sco...

Created 26 Aug 16:49 by Brent Christensen

EMT

0
2 Vote

Allow rep to click/call from the lead/opportunity from "phone" field.

Pushed Flex out to our reps and immediately got this request back, which is a good one. If we're using the native functionality of the phone, we should try and enable it everywhere.

Created 26 Aug 12:16 by Mike Love

SalesLink Flex / Dealer Idea

0
2 Vote

Add home store number to customer search results screen

Add a column to display the home store for the customer in the customer search results screen. For multiple uses we need to locate the customers home/default store and this would make the process more efficient. Currently you have to select the cu...

Created 25 Aug 13:52 by Joe Swayne

Customer Search / Dealer Idea

1 Already exists

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