CloudLink Ideas Portal

1 Vote

Reprinting the invoice the same day as it is invoiced

Currently is is one of 18 Functions that DBS is still required for that we we need to build

Created 22 Aug 05:14 by Hector Catre

ServiceLink

0
1 Vote

Change over time indicator after approval

Currently is is one of 18 Functions that DBS is still required for that we we need to build

Created 22 Aug 05:12 by Hector Catre

ServiceLink

0
1 Vote

Segment open/closed status in Service Link

Currently is is one of 18 Functions that DBS is still required for that we we need to build

Created 22 Aug 05:12 by Hector Catre

ServiceLink

0
1 Vote

Clear work order credit - not sure how easy this would be to do

Currently is is one of 18 Functions that DBS is still required for that we we need to build

Created 22 Aug 05:06 by Hector Catre

ServiceLink

0
1 Vote

Reopen invoiced work orders

Currently is is one of 18 Functions that DBS is still required for that we we need to build

Created 22 Aug 05:05 by Hector Catre

ServiceLink

0
1 Vote

Create Territory Zones will allow Reps to group Customers into sub-territories or Coverage Routes

Reps typically plan coverage trips along a route or area within their territory that encompace several towns/suburbs or group of postcodes that today can not be grouped for planning, analysis or reporting. From a territory coverage & planning ...

Created 21 Aug 23:24 by Mark Courtenay

SalesLink

0 Needs more votes
1 Vote

Add Commissions to Configuration

Source: Carter Machinery: Melissa Hodge We would like to add the sales rep's commission payout to the configuration worksheet in iQuote. We were wondering if you could use our commission table in the background and have the sales reps commission p...

Created 21 Aug 14:03 by Jayme James

iQuote

1
1 Vote

Improved payment terms options

When entering the payment terms of a quote, the only option we have for financing is ISC. We use other vendors besides CAT for financing. We would like to be able to add other finance vendors to the drop down list, or provide a free form field whe...

Created 15 Aug 15:15 by Jessica Mayher

iQuote

1
1 Vote

Add/Update/change COTI Link in Salesmen Left menu

Currently the link on the salesmens left menu "Customer Order to Invoice > Incomplete Deals" takes the salesman to his deals in COTI that Deal Details is not yet green. Salesman also need a link to any "Change Requests" assigned to them.

Created 12 Aug 13:13 by Dwayne botnick

SalesLink / New Functionality

0 Needs more votes
1 Vote

Add functionality for Pre-Approval (COTI) users to create Sales Link activity on quote submit.

We employ the new Pre-Approval version of COTI. When this was built, it broke the current process that creates an activity when the quote is submitted. We would like that function built for users of the COTI Pre-Approval configuration. When you su...

Created 11 Jul 14:08 by Mike Love

iQuote

2

CloudLink Ideas Portal

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Reprinting the invoice the same day as it is invoiced

Change over time indicator after approval

Segment open/closed status in Service Link

Clear work order credit - not sure how easy this would be to do

Reopen invoiced work orders

Create Territory Zones will allow Reps to group Customers into sub-territories or Coverage Routes

Add Commissions to Configuration

Improved payment terms options

Add/Update/change COTI Link in Salesmen Left menu

Add functionality for Pre-Approval (COTI) users to create Sales Link activity on quote submit.

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

Reprinting the invoice the same day as it is invoiced

Change over time indicator after approval

Segment open/closed status in Service Link

Clear work order credit - not sure how easy this would be to do

Reopen invoiced work orders

Create Territory Zones will allow Reps to group Customers into sub-territories or Coverage Routes

Add Commissions to Configuration

Improved payment terms options

Add/Update/change COTI Link in Salesmen Left menu

Add functionality for Pre-Approval (COTI) users to create Sales Link activity on quote submit.

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