CloudLink Ideas Portal

4 Vote

Enhance UCC management with seamless API integration and AI/ML-driven matching, ensuring efficiency and accuracy

Uploading and matching UCC's in SalesLink is a tedious and mundane process month after month. We are proposing a solution that would not only streamline the upload process for UCC's, but also assist in the matching of UCC's to customer and prospec...

Created 02 Apr 16:25 by Dylan Lightfoot

SalesLink

2 Needs clarification
1 Vote

would like a pop up in iquote to inform salesman to check notes and docs in saleslink client acct

We would like a pop up message to appear to the salesman when they go to do a quick quote or quote in iquote... which either directs them to look at notes and docs on the saleslink acct level or shows the notes and docs in the pop up

Created 13 Dec 20:58 by Janet Perry

iQuote

1 Needs clarification
2 Vote

Improve the visibility/accuracy of customer credit situation in Sales Link/Texada Suite

We previously asked for a quote to customize this and were told to add it to ideas portal: Our finance leaders are having issues with the fact that the Sales Link AR screen customized for William Adams only shows invoices and AR buckets from Unit ...

Created 14 Aug 03:09 by Jonathan Slome

SalesLink

1 Needs clarification
2 Vote

Allow for additional sources for PSE Leads

We would like to have foresight leads sources as a separate drop-down for PSE Unite leads for easier monitoring on service leads.

Created 29 Jul 01:59 by Joanna Chua Li Hui

SalesLink

1 Needs clarification
3 Vote

Only active sales reps appear in sales rep dropdowns when inputting data

Currently, all sales reps appear in data entry dropdowns

Created 22 Nov 15:43 by David Vuong

SalesLink

1 Needs clarification
1 Vote

Add competive data to this report for won sales reporting

We would like to be able to add some fields where the reps can add competive data on won sales. When they have a won sale we would like for them to be able to tell us the competitor, the model and the price.

Created 11 Oct 15:41 by Janet Perry

COTI

2 Needs clarification
1 Vote

The owner of an account to receive alerts when opportunities are created for Service on that account

The owner of an account may not always know what other departments and Branches are arranging with their customers' fleet and so as new opportunities are created by service departments the Owner of the account (PSSR or ISR) would receive an alert/...

Created 08 Oct 05:26 by Darren McAllister

SalesLink

2 Needs clarification
1 Vote

Recognize expired enrollments using hours

The applications team has informed me that CloudLink does not have the functionality to recognize expired enrollments using hours. I want the system to be able to calculate all enrollment expirations by more than just date. SQL Solution:CASE WHEN ...

Created 15 Aug 16:58 by Enich McStotts

SalesLink

1 Needs clarification
2 Vote

When re-opening a quote have the option to keep the existing documents uploaded to the winning configuration

We want an option in iQuote to keep the documents uploaded to the winning configuration after the deal was won when it is re-opened.

Created 12 Jun 07:29 by Mark Knight

iQuote

3 Needs clarification
2 Vote

Quoting Templates that allow for a machine to be chosen when creating from the template

Sometimes we have units that are listed on our websites with specific configurations and/or work tools that we would like the ability to create a quote template for to streamline the process for our Sales Reps to quote these setups to customers.

Created 25 Apr 17:41 by Dylan Lightfoot

iQuote

1 Needs clarification

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