CloudLink Ideas Portal

3 Vote

Gatekeeper - Mass Deassign of prospects

Need functionality to mass upload a de-assignment list just like how the upload list works. .

Created 17 Dec 22:28 by Justin VAhlborn

SalesLink / Dealer Idea

4
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
3 Vote

After requesting an edit or transfer of an asset, an indicator alongside the asset to flag request sent

Currently when updating assets in SalesLink the process is very quick to transfer or edit as required. It would be helpful to have a symbol along side the asset to show that there is a gatekeeper request in progress - anyone's request, but especia...

Created 28 Oct 02:18 by Darren McAllister

SalesLink / Dealer Idea

0
1 Vote

AX - Customer Parts discounts mapped to SalesLink

Customers with AX ERP systems have a field to capture the customers discount type. The idea is to use the Terms Code field for the discount information or even consider the use of a another field such as the Acct Type concatenating this informatio...

Created 15 Dec 09:33 by Stephen Cavanagh

SalesLink / Dealer Idea / Integrations

0
4 Vote

Create OLGA button on the Equipment List within Saleslink

To get quick access to relevant OLGA alerts it would help to have an OLGA button on the equipment list. This would provide quick access to OLGA alerts similar to viewing workorders or SL's by serial number.

Created 20 Mar 04:02 by Greg Chard

SalesLink

0 Needs more votes
4 Vote

CIM - Ability to search Saleslink by Issue Number using the search bar

We often have people collaborating on issue resolutions and currently to get into a specific issue record you need to first search for a Customer and then the issue. It would speed up the process if we could search for an issue like we can an oppo...

Created 13 Mar 21:57 by Greg Chard

SalesLink / New Functionality

0 Needs more votes
3 Vote

Add two columns to Advanced Search Account List: • Account Created Date • PAR (just the set PAR, not the actuals)

Please add two columns to Advanced Search Account List: • Account Created Date • PAR (just the set PAR, not the actuals)

Created 01 Oct 00:09 by Justin VAhlborn

SalesLink / Dealer Idea

0
1 Vote

Ability to Select Multiple Campaigns for a Lead

It would be great to be able to select multiple campaigns as the source of a lead - we utilize campaigns for keeping a close eye on some leads based on how we received the lead but we also have campaigns based on the marketing that brought the lea...

Created 08 Dec 16:35 by Sarah Cenedella

SalesLink

0
2 Vote

Add Push to DBS feature in Gatekeeper when creating new customer

Navigate to Saleslink Exec on Ohiocat Sandbox Go to ZABER POOLS OF COLUMBUS INC (3095445) Added a new influencer and switched it to Separate Address as the address Indicator Edit the Influencer and change address indicator as Same as Cust Name. Go...

Created 29 Apr 22:14 by Jessica Mayher

SalesLink / New Functionality

0 Needs more votes
2 Vote

Machine & Attachment Configuration Notes

We have noticed the new added configuration notes section is not available on Attachments. The same function as Equipment Notes should be available for Attachments. Dealers use this info to record what GET is fitted to customers Buckets & Atta...

Created 27 Apr 22:58 by Mark Courtenay

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

0 Needs more votes

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