CloudLink Ideas Portal

4 Vote

Defaulting Customer industry code on opportunities and transaction details - User Experience improvement

Generally the Customers industry code remains constant by division. By defaulting the industry code on opportunities and lost sale transaction details would improve the experience for users and generally improve consistency of reporting. The infor...

Created 12 Dec 02:37 by Greg Chard

SalesLink

0 Already exists
3 Vote

Change Excel format for exported reports to only have one sheet

When exporting reports from SalesLink the format of the excel creates three sheets - when only one is being used for the data. This create unnecessary clean ups of the excel workbook when merging data and files. We need the workbooks to only have ...

Created 22 Jul 01:49 by Darren McAllister

SalesLink / Dealer Idea

0
2 Vote

Improve Expiring Warranties Functionality

Add Expiring Warrantied to the Customer Asset Menu Add a clickable Totals Row to the existing expiring warranties Report

Created 28 Feb 23:53 by Mark Courtenay

SalesLink / API, Data or Reporting / New Functionality

1 Needs more votes
2 Vote

Customer Issue Management - Additional Point of Escalation

Is there any opportunity to add another escalation contact for “Issue Alert Recipients”? Currently, the CIM logic only allows one individual to be nominated for:• Manage – Issue Default Assignment – Individual whom the Customer Issue defaults to.•...

Created 25 Feb 22:46 by Court Laslop

SalesLink / New Functionality

0 Needs more votes
4 Vote

Branch select drop downs - Make consistent with other reports and multi select

To make the reports usable by regional operations managers, they need to be able to multi select branches on the reports such as issues, leads etc, the same way the opportunities report branch filter works.

Created 31 Oct 21:44 by Greg Chard

SalesLink / API, Data or Reporting

0 Needs more votes
4 Vote

Expiring Warranties - link from S/N & visibility to any additional (extended) warranties

When viewing expiring warranties, there needs to be visibility (link from S/N as well as customer number) to any active/open warranties. You wouldn't contact the customer on an expiring warranty, if there was an extended that will take over covera...

Created 24 Oct 21:05 by Kari Cannaday

SalesLink

1 Already exists
2 Vote

Drag/Drop Attachments

The ability to grab multiple attachments/documents within a customer account would make things a lot more efficient and save time from a reps viewpoint.

Created 21 Jan 16:22 by Eric Bowers

SalesLink / New Functionality / User Experience and Useability

0 Needs more votes
3 Vote

Gatekeeper - Completed On field for Done Requests and Export Button for Analysis

It would be valuable to see when a request was Completed On from the Done Request screen. This will allow us to see how long it is taking for requests to be processed (without having to go into each request to see this information). It would also ...

Created 11 May 17:47 by Tracy DiStefano

SalesLink / Dealer Idea

0 Needs more votes
3 Vote

Add ability to sort the list of customers in a Campaign alphabetically

When you add a list of customers into a Campaign the default sort is by customer number - would like ability to also change to sort by customer name A-Z or Z-A like most other lists in saleslink

Created 11 May 16:54 by Greg DeWalt

SalesLink / Dealer Idea

0
4 Vote

Integrate Qualtrics IP Survey into SalesLink (similar to Transactional Survey)

Having the results enables us to manage the issues via SalesLink, giving us better insights into the customer. This issue is only valid for Australian dealers.

Created 17 Aug 04:37 by Paul Meyer

SalesLink

1 Already exists

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