CloudLink Ideas Portal

4 Vote

Permanent search option under main menu bar

Search is the most used function in SalesLink and by hiding this behind a button slows down the process.

Created 30 Aug 06:19 by Paul Meyer

SalesLink

0 Already exists
4 Vote

Include more fields in the equipment population forms for Power Systems equipment

We would like to see more fields in the equipment population forms. Specifically from EMPEQPD0, we would like to see KWRAT (kW-Rating) and CAP (Capacity) for Power Systems equipment

Created 28 Aug 13:16 by Jessica Mayher

SalesLink

0 Needs more votes
2 Vote

Show serial number in "Transfer Equipment Popup" being transferred to ensure right asset is being moved

In the SalesLink equipment list, the dropdown to transfer equipment causes a box to popup to select which equipment to transfer. At the moment you just add the customer number for the asset to be transferred. If the Serial number could be shown in...

Created 19 Aug 05:01 by Darren McAllister

SalesLink

2 Will not implement
1 Vote

Include PSE Type on Resolved Leads export

Please include the PSE Type as a field on the Resolved Leads export. This would be added in Column Y of the export next to Cat's PSE ID (ExternalReferenceNo). Currently, we have no way of reporting or measuring our leads and opportunities based on...

Created 21 Feb 22:22 by Justin VAhlborn

SalesLink

0
4 Vote

Add product family and model fields to the parts and service opportunity formj

Our mining team (in particular expanded mining product team) manage some large component and rebuild opportunities that we need to track in relation to a product family and model. Can we have the opportunity form for parts and service updated to i...

Created 10 Jun 01:49 by Greg Chard

SalesLink / API, Data or Reporting / User Experience and Useability

3 Needs more votes
2 Vote

Saleslink completed items are showing up in Outlook calendar

Somehow Saleslink is adding items to my Outlook calendar. I've checked the saleslink app on my phone and online and I do not see how this was turned on or being imported. Could someone please let me know how this is configured so I can turn it off...

Created 15 Jul 21:59 by Chris Ramos

SalesLink / New Functionality

0 Needs more votes
2 Vote

Additional information in influencers

When reviewing our lists of Contacts and nominating who we should nominate as the main contact it occured to me that it would be good to nominate the prime contact in each type.Also when was the influencer added/updated last? a date stamp would al...

Created 15 Jul 21:47 by Darren McAllister

SalesLink / New Functionality

0 Needs more votes
2 Vote

Future Lost Sales are not Visible

SalesLink Executive - Lost Sales By RegionWhen a future lost sale is entered. e.g. we are already aware of sales in 2023 that have been lost to competitors, hence lost machine sales have been entered. When trying to view these in the Lost Sales By...

Created 14 Jul 22:51 by Guest

SalesLink / API, Data or Reporting

0 Needs more votes
2 Vote

Selecting & Saving Views for Opportunities

Sales Rep and Manager have asked if certain stages of opportunities (or other checked boxes) could be 'unchecked' from the attached screenshot and the remaining stages 'saved' so that next time the rep comes to this screen, he won't have to unchec...

Created 14 Jul 22:49 by Shari Graham

SalesLink / New Functionality / User Experience and Useability

0 Needs more votes
2 Vote

Add Issue Number to Search

Can we have this search updated to look for Issue (dispute) numbers?

Created 14 Jul 22:46 by Michael Wong

SalesLink / User Experience and Useability

0 Needs more votes

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