CloudLink Ideas Portal

1 Vote

Option to only apply checklist changes to new deals

Currently, applying checklist changes to existing deals can create confusing results for customers, sometimes bringing deals back to the beginning of a workflow when they are done. A new option to only apply these changes to new deals would allevi...

Created 30 Nov 18:10 by David Vuong

COTI / User Experience and Useability

0 Shipped
1 Vote

Automated Gatekeeper now supports the "Physical Location Delete" request type

No description provided

Created 22 Nov 15:42 by David Vuong

SalesLink

0 Shipped
1 Vote

It's now possible to use .xlsx files when importing customers

Currently only .xls is supported

Created 22 Nov 15:37 by David Vuong

SalesLink / User Experience and Useability

0 Shipped
1 Vote

It's now possible to use .xlsx files when importing prospects

Currently, only .xls is supported

Created 22 Nov 15:36 by David Vuong

SalesLink / User Experience and Useability

1 Shipped
2 Vote

Display Customer Number

ServiceLink Flex currently doesn't display the Customer Number. Selected the required Work Order from 'My Work' screen. At the top of the 'Work Order' screen underneath the Customer Name, Could the Customer Number be added? See screen shots in the...

Created 23 May 01:45 by Marita Lucas

ServiceLink Flex / Dealer Idea

0 Shipped
3 Vote

The ability to Add and edit Misc

Misc is read-only. Request is to make it editable. WAdams use it to enter kms for field technicians - In the segment when viewing a list of MISC, We'll add a BBQ icon on the right to give the option to edit or delete. If edit then it will take the...

Created 02 Dec 15:53 by Hector Catre

ServiceLink Flex

0 Shipped
2 Vote

Admin Dashboard for Activity Main Purposes

Currently, a dealer needing Add or Edits to the list of Activity Main Purposes has to be managed through a ticket.

Created 22 Apr 16:06 by John Fennell

SalesLink / New Functionality

0 Shipped
1 Vote

Consignment - "yes" or "No"

Definition: The consignment field is hardcoded to 'No' and Harnish would like the default configuration for this field to be blank. Reasoning: It affects commission and coordinators can forget about it and move it to completed, but it can not be u...

Created 25 Aug 21:06 by Andreas Kanitz

COTI / Dealer Idea / New Functionality

0 Shipped
3 Vote

Date Viewer / Editor for iMACS

Description The Goal of the iMACS Date Viewer / Editor is to give iMACS Users the ability to view all of the dates within a project in a coherent manner, while enabling the ability to edit multiple dates at the same time. *note: an extensive amoun...

Created 02 Mar 20:57 by Hector Catre

iMacs / Dealer Idea / Internal Idea

1 Shipped
3 Vote

Offline Activity Logging

Background In rural areas, reception and connectivity is often poor. Sales reps still need to log their activities while working in these areas. Solution Save activities as drafts so that important information such as the notes on the activity are...

Created 18 Apr 13:38 by Hector Catre

SalesLink Flex

0 Shipped

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