CloudLink Ideas Portal

2 Vote

Ability to Mark Quotes as NO DEAL in Mass

Have the ability to close out old quotes in mass when a rep has left the company, like closing past due activities or opportunities without linked quotes in mass.

Created 03 Apr 22:08 by Janet Colley

iQuote

1 Needs more votes
2 Vote

Create email notifications when new quotes are added in iQuote

Today, in Saleslink there is a function to setup users to receive emails when new leads or opportunities are created. However, this process does NOT work for iQuote opportunities for some reason even though when a quote is created in iQuote it cre...

Created 02 Apr 19:50 by Tony Lucini

iQuote

0 Needs more votes
2 Vote

Ship to information flows from IQuote to COTI even after the deal has been "Won" and then ship to is changed.

Having the system auto populate ship to changes done in IQuote over to COTI and vice versa even after the deal is won.

Created 20 Mar 21:39 by Jessica Carey

COTI

0 Needs more votes
2 Vote

Adding Equipment Physical Status (D365 dealer)

We migrated to D365 in 2023, Equipment has 3 different statuses - we currently have mapped the Agreement Status. We would also like to see Physical status in iQuote and the Inventory applications.

Created 18 Mar 18:40 by Tracy DiStefano

iQuote

0 Needs more votes
2 Vote

Add logging to ServiceLink Rosters

Someone moved an employee to a different roster during the current pay period causing havoc for sorting out this persons pay. This idea is to have a log to record how the employees are set up or which roster they are on and the history of rosters ...

Created 13 Mar 16:58 by Stephen Cavanagh

ServiceLink / API, Data or Reporting

1 Needs more votes
1 Vote

Ability to Search Customers using a Division Filter

We have multiple divisions some that use different customer numbers for a customer than the others. When searching for customers in Saleslink Flex, you get all division results and have to click into the Customer profile to see what divisions that...

Created 30 Aug 22:43 by Sarah Cenedella

SalesLink Flex

0 Needs more votes
5 Vote

Automatically close leads after one year

The ability to automatically close leads after one year in the system. This similar to how we auto close quotes after 90 days.

Created 11 Mar 13:23 by Erica Gladden

SalesLink / New Functionality

0 Needs more votes
1 Vote

Ability to export post sale credit claims

Ability to export post sale credit claims.

Created 13 Aug 20:37 by vincent frataccia

iQuote

2 Needs more votes
4 Vote

CMP Bulk ‘Add Equipment’ Upload Feature

Provide a bulk ‘Add Equipment’ upload feature to create or edit condition monitoring group.

Created 25 Aug 06:52 by Mark eddison

Condition Monitoring Portal / New Functionality

3 Needs more votes
4 Vote

Add the column "Total PAR Percentage" next to Annual Variance for Sales Representatives.

To add a "Total PAR Percentage" column in a Sales Representative Customer Coverage page. Preferably to the right of the "Annual Variance" column.

Created 16 Jun 18:16 by Ricky Lui

SalesLink / API, Data or Reporting

1 Needs more votes

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