CloudLink Ideas Portal

1 Vote

USD Post Sales Credits

We currently process Post Sales Credit in AUD. Moving to USD & AUD combination transactions, we also need to process these. This capability isn't available.

Created 11 Sep 02:44 by Darren McAllister

iQuote

0
1 Vote

Marketing Library

iQuote was enhanced some number of years ago to allow dealers to add Model Specific Marketing material uploads. The only way to get to the material as a Sales Rep is to start a quote, which makes no sense. In the version at Toromont, we had a Mark...

Created 04 Sep 12:45 by John Fennell

iQuote

0
1 Vote

Merge Sales Link Exec, Customer Search, Customer Hierarchy and SL Rep into one "Sales Link"

It would be nice to have one Sales Link that act differently depending on the users role.

Created 02 Sep 20:04 by Mike Love

SalesLink / Dealer Idea

0
1 Vote

Callable Configurator - add on to the API

There are a few new data point available -DCA Consist - Configuration Indicator (active component)

Created 24 Aug 21:43 by Hector Catre

iQuote

0
1 Vote

List multiple Influencer types in customer info screen

When adding multiple influencer types only the top type is showing in customer Info screen. It would be useful to show all types so each department knows who is their contacts. It could help keep details up to date as it is the various departments...

Created 24 Aug 00:23 by Darren McAllister

SalesLink / Dealer Idea

0
1 Vote

Expand Search capabilities in iQuote

When you search quotes by ID# (stock) or s/n in iQuote, it currently returns only first revision. I'd like it to be able to search and return if the ID or s/n was quoted on a 2nd, 3rd, 4th, ect revisions.

Created 18 Aug 21:12 by Kelly Kotara

iQuote / Dealer Idea

0
1 Vote

Competitor header mandatory delivery location.

There is only one option in this field (our state). would be better to have this set at default with the state.

Created 14 Aug 03:14 by Darren McAllister

iQuote

0
1 Vote

Emailing a case to a customer

No description provided

Created 07 Aug 14:57 by Hector Catre

Condition Monitoring Portal

0
1 Vote

Have EMT to sync with SalesLink

EMT Needs to sync with SalesLink - Contacts, Activities, etc. Problem to Solve: Scope: Not In Scope: Integration: Other Considerations:

Created 30 Jul 14:57 by Hector Catre

SalesLink

0
1 Vote

Ability to add event/activity to all calendars

Allow the SalesLink calendar to have an option to allow a super user to add company wide entries (activities) that would appear on everyone's calendar. For instance, at a corporate level we could add customer events/shows, holidays, etc.

Created 16 Jul 20:42 by Jessica Mayher

SalesLink / Dealer Idea

1

CloudLink Ideas Portal

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USD Post Sales Credits

Marketing Library

Merge Sales Link Exec, Customer Search, Customer Hierarchy and SL Rep into one "Sales Link"

Callable Configurator - add on to the API

List multiple Influencer types in customer info screen

Expand Search capabilities in iQuote

Competitor header mandatory delivery location.

Emailing a case to a customer

Have EMT to sync with SalesLink

Ability to add event/activity to all calendars

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

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USD Post Sales Credits

Marketing Library

Merge Sales Link Exec, Customer Search, Customer Hierarchy and SL Rep into one "Sales Link"

Callable Configurator - add on to the API

List multiple Influencer types in customer info screen

Expand Search capabilities in iQuote

Competitor header mandatory delivery location.

Emailing a case to a customer

Have EMT to sync with SalesLink

Ability to add event/activity to all calendars

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