CloudLink Ideas Portal

0 Vote

Lock notes in Opportunities

Original Ticket TOR-59004 Created 07/10/2021 By Account Cavpower CAT Is there a configuration to stop notes being updated when added to Opportunities?

Created 03 Dec 22:43 by Court Laslop

SalesLink

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0 Vote

Hastings - SalesLink - Indicator for Flagged for Deletion on the Customer List

Original Ticket TOR-59055 Created 08/10/2021 By Account Hastings Deering-Australia Somewhat related to ticket #64273, Hastings would also like for customer who are flagged for deletion to have some sort of indicator on the customer search / list r...

Created 03 Dec 22:43 by Court Laslop

SalesLink

0
0 Vote

Est Close dates in Opportunity list view for sales reps

Original Ticket TOR-59250 Created 15/10/2021 By Account Cavpower CAT When reps look at their open opportunities they have an Est year and Month listed.1. at the moment this is the est. delivery date. as reps they want to control their pipeline qui...

Created 03 Dec 22:43 by Court Laslop

SalesLink

0
0 Vote

Estimated close date to be populated in PSQ when opportunity created.

Original Ticket TOR-59251 Created 15/10/2021 By Account Cavpower CAT Attached document.When creating a PSQ/opportunity the delivery date is mandatory.However the Est close date (which is in the opportunity and helps manage the pipeline timing etc....

Created 03 Dec 22:43 by Court Laslop

SalesLink

0
0 Vote

Request to be able to multi-select divisions to provide a Sales Analysis total

Original Ticket TOR-59397 Created 21/10/2021 By Account Ring Power Manager requesting that he be able to multi-select only divisions C and R in the Sales Analysis view. He doesn't want all divisions together, but the option to choose multiple divi...

Created 03 Dec 22:43 by Court Laslop

SalesLink

0
0 Vote

There is no address or option for directions to a machine - see attached

Original Ticket TOR-56120 Created 08/07/2021 By Account Ring Power When looking at the machine details from a customer's account, we see a map, but no address appears when you tap on the pin on the map, and there is no option to get directions. Is...

Created 15 Oct 22:16 by Court Laslop

SalesLink Flex

0
0 Vote

Can't link an Activity to an Opportunity in Flex

Original Ticket TOR-54752 Created 20/05/2021 By Account Hastings Deering-Australia Users can create an activity from a lead or Opportunity however they can not link an opportunity to an activity. When a user creates an activity from the customer v...

Created 22 Sep 23:20 by Court Laslop

SalesLink Flex

0
0 Vote

AGCO quick quote function

We are interested in utilizing the AGCO quick quote function to send quotes to iQuote. We currently have the API to send quotes that are built in the AGCO quote builder pages. We would like to also be able to send a quick quote from AGCO directly ...

Created 09 Oct 19:49 by Jessica Mayher

iQuote / Dealer Idea

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0 Vote

Decimal places for overtime hours

Can you please change all overtime settings to allow decimal places for overtime hours. Please refer to attached correspondence with Brent. Thanks

Created 18 Nov 04:44 by Hector Catre

ServiceLink

0

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