CloudLink Ideas Portal

2 Vote

Pre-production environments - Different coloured screens or warning when logging in

Hello, Having different versions of the cloudlink products that people log into via a weblink can be confusing and at times we have noted individuals have been updating pre-production enviornments thinking it was production, and visa-versa. It wou...

Created 26 Sep 03:25 by Greg Chard

SalesLink / User Experience and Useability

0 Shipped
2 Vote

Customer Size in the ALL division to show the size of the customer as a whole

Currently the ALL division shows the customer size as ZERO MACHINES (ZZ). We would like SalesLink to sum the machines across all divisions and show the overall Customer Size in the ALL division. Please see the attached screenshot.

Created 30 Aug 22:48 by Michael Green

SalesLink

0 Shipped
2 Vote

Add configuration to make 'Contact' field on Activities mandatory

When pulling Marketing lists, we would like to be able to determine the proper contact by using the Activity History. Some reps are not populating the Contact field and we have no way currently to make that field mandatory. It should be considered...

Created 06 Jun 16:03 by Deborah Styring

SalesLink

1 Shipped
2 Vote

Shipped but not invoiced Filter

I'd like to see a filter applied to the main workflow page that give you the option to filter out that have shipped but aren't showing invoiced.

Created 03 May 15:16 by Kelly Kotara

COTI

1 Shipped
2 Vote

Increase change request functionality

Our dealership is utilizing change requests to track what could be causing a delay in the invoicing process so we can better drill down into training opportunities and track delivery to invoice timelines. We'd like to assign categories to change r...

Created 10 Apr 15:02 by Kelly Kotara

COTI

1 Shipped
1 Vote

Create a lead for a temp customer in SalesLink Flex

The ability to create a temporary customer in SalesLink Flex. Currently you can only add a lead to Customers or Prospects in SalesLink Flex.

Created 04 Jan 19:38 by Hector Catre

SalesLink Flex

1 Shipped
1 Vote

Customer Plans

In Edit Customer Plan in SalesLink Sales Rep there is a Save button to save any changes made. This Save button does not exist in Edit Customer Plan in SalesLink Executive. See attached screen shots.

Created 17 Dec 21:08 by Hector Catre

SalesLink

1 Shipped
1 Vote

SalesLink Executive add a new activity contact is not mandatory

When added an new activity in Saleslink Executive the contact is not mandatory

Created 17 Dec 20:59 by Hector Catre

SalesLink

1 Shipped
1 Vote

Set Contact Field as Mandatory When Creating an Opportunity

A new configuration to set the contact field as mandatory when creating an Opportunity.

Created 17 Dec 20:34 by Hector Catre

SalesLink

0 Shipped
1 Vote

Ability to edit labor entries that have not been accepted from the activities tab

Currently you can view today's entries (read only) Need to have the ability to edit rejected and not reviewed entries from the Activities tab

Created 02 Dec 15:51 by Hector Catre

ServiceLink Flex

0 Shipped

CloudLink Ideas Portal

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Pre-production environments - Different coloured screens or warning when logging in

Customer Size in the ALL division to show the size of the customer as a whole

Add configuration to make 'Contact' field on Activities mandatory

Shipped but not invoiced Filter

Increase change request functionality

Create a lead for a temp customer in SalesLink Flex

Customer Plans

SalesLink Executive add a new activity contact is not mandatory

Set Contact Field as Mandatory When Creating an Opportunity

Ability to edit labor entries that have not been accepted from the activities tab

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

Pre-production environments - Different coloured screens or warning when logging in

Customer Size in the ALL division to show the size of the customer as a whole

Add configuration to make 'Contact' field on Activities mandatory

Shipped but not invoiced Filter

Increase change request functionality

Create a lead for a temp customer in SalesLink Flex

Customer Plans

SalesLink Executive add a new activity contact is not mandatory

Set Contact Field as Mandatory When Creating an Opportunity

Ability to edit labor entries that have not been accepted from the activities tab

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