CloudLink Ideas Portal

1 Vote

Gatekeeper - Ability to edit incomplete/invalid change requests

More about automated. People that are doing it manually can do it as they're entering it. We need to refine requirements.

Created 17 Aug 08:07 by Hector Catre

SalesLink

0 Shipped
1 Vote

Roles for ServiceLink Flex

The ability for managers to impersonate a technician on SVL Flex

Created 21 Feb 17:40 by Hector Catre

ServiceLink Flex / Internal Idea

0 Shipped
1 Vote

Make Customer Suggestions configurable

If we wanted to hide/remove the 'expiring warranty' suggestions only, is that possible? Additionally, can we do this for only one division or would it affect all divisions?

Created 05 Sep 15:37 by Jayme James

SalesLink

1 Shipped
1 Vote

Add an export to excel button

We need an export to excel button on the customer rental equipment page.

Created 29 Aug 19:13 by Jessica Mayher

SalesLink

0 Shipped
1 Vote

Apply manufacturer configurations from SalesLink desktop to the mobile version

Is it possible to use the manufacturer configurations created in SalesLink desktop version and apply that to the mobile version in the Lost Sale form? In SalesLink, we have our manufacturers organized by divisions so our reps don't have to scroll ...

Created 01 Jul 14:44 by Jessica Mayher

SalesLink Flex

1 Shipped
1 Vote

The ability to add an attachment to an opportunity

Cannot add a media attachment to an opportunity

Created 16 Apr 13:18 by Deleted User

SalesLink Flex

0 Shipped
1 Vote

Lead List Enhancements

Need to be able to see product model on this screen. Currently have to click into opp then continue to an additional screen

Created 16 Apr 13:03 by Deleted User

SalesLink Flex

0 Shipped
1 Vote

Contact Screen Enhancements

I should be able to create an activity from a contact’s page. (Holt) Need a button to add new activities through contact screen (Carolina) I can’t add an activity directly from the contact. It was much easier in the old app as it pulled in the cus...

Created 16 Apr 12:53 by Deleted User

SalesLink Flex

2 Shipped
1 Vote

Customer Detail Screen Enhancements

Can we see assigned reps on the customers accounts? (Carolina) Need to be able to view completed activities on this screen (Carolina) Need to be able to add an activity from this screen (Carolina)

Created 16 Apr 12:52 by Deleted User

SalesLink Flex

1 Shipped
1 Vote

Create Activity Form - Create Activity not customer related

Trying to import a activity not customer related. Type special event subject special event notes branch meeting time 10:30 AM. Looks like there is not a not customer related category. Can’t input activity if there is no contact (Carolina) Ability ...

Created 16 Apr 12:50 by Deleted User

SalesLink Flex

1 Shipped

CloudLink Ideas Portal

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Gatekeeper - Ability to edit incomplete/invalid change requests

Roles for ServiceLink Flex

Make Customer Suggestions configurable

Add an export to excel button

Apply manufacturer configurations from SalesLink desktop to the mobile version

The ability to add an attachment to an opportunity

Lead List Enhancements

Contact Screen Enhancements

Customer Detail Screen Enhancements

Create Activity Form - Create Activity not customer related

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

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Gatekeeper - Ability to edit incomplete/invalid change requests

Roles for ServiceLink Flex

Make Customer Suggestions configurable

Add an export to excel button

Apply manufacturer configurations from SalesLink desktop to the mobile version

The ability to add an attachment to an opportunity

Lead List Enhancements

Contact Screen Enhancements

Customer Detail Screen Enhancements

Create Activity Form - Create Activity not customer related

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