CloudLink Ideas Portal

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
3 Vote

Influencer Divisions - Request for Creating and deleting information

Hi team - I have a couple of queries below in relation to how Influencers are created and deleted across divisions in SalesLink. The main issue we are facing is that all divisions are automatically selected when influencers are created, but when i...

Created 12 Jul 23:44 by Daniel Matthews

SalesLink / New Functionality

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
4 Vote

Ability to disable base models rather than delete them

It would be nice if we had the ability to disable old base models rather than delete them from Model Admin.

Created 09 Sep 23:59 by Dylan Lightfoot

Model Admin / Dealer Idea

2 Needs clarification
4 Vote

View to Customer Loyalty Status

If Dealers are using Customer Loyalty Discounts in DBS/ERPs a way to show the status on the Customer Page. This would highlight to Sales & or Marketing that Customer is "Gold Level Loyalty" etc. "PCC Discount" Should be visual on Customer Pa...

Created 01 Nov 14:53 by Jayme James

SalesLink

1 Needs clarification
1 Vote

Check Standard Job Button - Additional Criteria

Both PSQ and SVL. To improve the functionality of the "Check Standard Job" button in the Edit/New Segment Window, suggest expanding the search criteria to include the 7 SMCS codes and FR exchange Model.

Created 05 Jan 16:13 by John Ngo

ServiceLink

1 Needs clarification
2 Vote

Need to be able to assign prices by additional levels within division

Additional flexibility of pricing is needed within division. Should consider additional pricing by status and/or inventory account number.

Created 13 Aug 16:22 by George Norton

iQuote / Dealer Idea

1 Needs clarification

CloudLink Ideas Portal

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Filter by category

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

Recognize expired enrollments using hours

Influencer Divisions - Request for Creating and deleting information

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

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

Ability to disable base models rather than delete them

View to Customer Loyalty Status

Check Standard Job Button - Additional Criteria

Need to be able to assign prices by additional levels within division

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

Filter by status

Filter by category

Identify yourself with your email address

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

Recognize expired enrollments using hours

Influencer Divisions - Request for Creating and deleting information

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

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

Ability to disable base models rather than delete them

View to Customer Loyalty Status

Check Standard Job Button - Additional Criteria

Need to be able to assign prices by additional levels within division

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