CloudLink Ideas Portal

2 Vote

Make the Extended Warranty Report visible in iQuote to Sales Reps.

Give the sales people visibility to the Extended Warranty Report (Extended Warranty Matrix, which is normally accessed from the Model Admin tile > Manage Menu > Extended Warranty Report) directly from iQuote in order to see a machines' first...

Created 28 Aug 20:30 by Ryan Stevenson

iQuote

1 Needs more votes
2 Vote

Limit of Rental inventory attachments in iQuote

Definition: Currently it is hard coded in the system to show only two attachments for rentals. We should have the ability to show more than 2 attachments for rentals. Reasoning: Currently it provides an incomplete accounting of all the attachments...

Created 28 Aug 15:42 by Andreas Kanitz

iQuote / Dealer Idea / New Functionality

0 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
4 Vote

Assign and De-assign Customers

The ability to assign and de-assign customers. Currently this capability is for leads but not for customers.

Created 30 Jun 15:32 by Erica Gladden

SalesLink Flex / Dealer Idea

0 Needs more votes
4 Vote

Able to use the Saleslink Flex "Around Me" feature to filter on customers that we have not contacted

No description provided

Created 28 Jun 20:50 by Erica Gladden

SalesLink Flex / Dealer Idea

0 Needs more votes
3 Vote

Contracts with Partial Billing

SalesLink does not handle contracts with partial billings; this would be an enhancement.

Created 15 Jul 21:56 by Lori Ciccarelli

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
3 Vote

How to give Model Config, Local Item access to "Sales Rep" role

One of our sales reps detailed a scenario where he'd like to be able to look at the local items for a particular machine, without having to make a whole quote for that machine. Scenario is the customer has a machine but wants to buy a bucket and a...

Created 04 May 23:14 by michael groseclos

Model Admin / Dealer Idea

0 Needs more votes
3 Vote

Can we make the Non CAT Model be a dropdown and have that screen require a Serial Number?

Need to make the non cat Model a dropdown and make the serial Number required.

Created 29 Apr 22:21 by David Amin

SalesLink / New Functionality

0 Needs more votes
3 Vote

Parts and Service Leads Estimated Revenue

When linking a quote to a lead can the "ESTIMATED REVENUE" under the PRODUCT DETAILS at the bottom portion of the lead detail only show PARTS revenue and leave the Est. Revenue in the Lead details to (include Parts and Labour) as it does now (no c...

Created 28 Apr 23:28 by Lori Ciccarelli

SalesLink / Integrations / New Functionality

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