CloudLink Ideas Portal

3 Vote

Can we make the Non CAT Model be a dropdown and have that screen require a Serial Number?

Need to make the non cat Model a dropdown and make the serial Number required.

Created 29 Apr 22:21 by David Amin

SalesLink / New Functionality

0 Needs more votes
3 Vote

Parts and Service Leads Estimated Revenue

When linking a quote to a lead can the "ESTIMATED REVENUE" under the PRODUCT DETAILS at the bottom portion of the lead detail only show PARTS revenue and leave the Est. Revenue in the Lead details to (include Parts and Labour) as it does now (no c...

Created 28 Apr 23:28 by Lori Ciccarelli

SalesLink / Integrations / New Functionality

0 Needs more votes
5 Vote

Create some sort of notification/alert when Lead marked No Lead but no Actvity in lastXX days

We want to make sure that our reps are doing their due dilligence on marketing generated leads and not just automatically marking them NO LEAD because they might think they know what the customer wants without asking. For example - we want reps to...

Created 07 Apr 20:12 by Greg DeWalt

SalesLink / Dealer Idea

0
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
1 Vote

Gatekeeper queue to display what application the request came from

We need to be able to determine when a request is coming from ServiceLink. It appears that they all get lumped into the Customer Search bucket

Created 13 May 19:45 by Jessica Mayher

SalesLink

0 Needs more votes
5 Vote

Display Lost Sales Comment field when exporting the data

Many times our reps will document comments about the lost deal without putting deal specific details in the appropriate fields. We would like to have visibility to these notes collectively so we can address them with the lost sales record creator ...

Created 27 Mar 19:26 by Wendy Spalding

SalesLink / Dealer Idea

0
1 Vote

Add Write Off total to Customer AR Screen

We would like to see Total Write Offs ($ Amount) somewere in the header of the Accounts Receivable screen at the customer account level.

Created 30 Apr 12:28 by Mike Love

SalesLink

0 Needs more votes
5 Vote

Advance Search Export Issue

When exporting in CloudLink from the Advanced Search view, the fields returned do not mirror the fields returned in SalesLink. In the attachment below, Melissa has screenshot views from both CloudLink and SalesLink Advanced Search with exports fro...

Created 06 Jan 19:16 by Hector Catre

SalesLink

0
1 Vote

Made Notes

Create a page similar to Made Activities for Notes so you can view all your Notes you created in either an Opportunity or a Lead for a specific month.

Created 22 Apr 23:30 by Marciano Vasquez

SalesLink

1 Already exists
5 Vote

Cat Equipment Requests Add/Edit- connect to SIMSi for accurate equipment information

It would be a great feature when adding or editing Cat Equipment that the data pulls in from SIMSi once the serial number is populated.

Created 09 Dec 22:10 by Tracy DiStefano

SalesLink

3 Needs more votes

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