CloudLink Ideas Portal

9 Vote

Drag/Drop Activities

The ability to drag/drop activities to different working days on a calendar view would make things easier for reps instead of having to go into the activity then edit and save.

Created 21 Jan 16:18 by Eric Bowers

SalesLink / New Functionality

0 Planned - to be scheduled
14 Vote

Include PAR in SalesLink Flex.

Include the rep's PAR information in SalesLink Flex. Allow reps to view & edit their PARs

Created 29 Jan 19:21 by Jessica Mayher

SalesLink Flex

5 Planned - to be scheduled
18 Vote

More comprehensive filtering capability

We’d like to see the ability for dealers to pick which filters show on which pages as well as re-label them as it would be applicable to how they need too. Some filters we currently have, are not useful to us, while there could be some others we’d...

Created 22 Mar 18:38 by Priscilla Fuentes

COTI / API, Data or Reporting

1 Planned - to be scheduled
9 Vote

Lost Service Opportunities

Problem Statement: Cat are requiring Dealers to more accurately report on Lost Parts & Service Sales. Competitive Repairs are also becoming our largest Parts Customers however we do not have a system to record & analyse this customer group...

Created 17 Oct 23:10 by Mark Courtenay

SalesLink / API, Data or Reporting / Dealer Idea / New Functionality

2 Planned - to be scheduled
3 Vote

Improve 3rd party API error messaging

Improve error messaging for API failures from sources CloudLink integrates with by adding who provides the API, what the API name is and an attached XML "request response" file that third parties find helpful in order to troubleshoot what is causi...

Created 04 Mar 17:09 by Stephen Cavanagh

ServiceLink

0 Planned - to be scheduled
1 Vote

We need to make a field called Data Sheet GP% editalbe, it used to be and something changed

the field in coti of data sheet GP % was editable by sales managers, we need this ability for edit to be turned back on refer to CLA-35147

Created 13 Dec 19:38 by Janet Perry

COTI

0 Planned - to be scheduled
2 Vote

You can now bulk delete standard jobs and local items

No description provided

Created 28 May 14:19 by David Vuong

iQuote

4 Planned - to be scheduled
8 Vote

Use the same financial calculations in both IQuote and COTI

Currently, in IQuote the Cost on a deal is calculated based on the sum of all Cost items and in COTI the Cost is calculated based on the GP percentage. This is causing deals to potentially be a few cents off between the two systems. We would like ...

Created 16 Mar 23:47 by Zachary Czarnecki

COTI / API, Data or Reporting / Dealer Idea

0 Planned - to be scheduled
2 Vote

Add functionality to hold the Std Jobs list in place so you don't have to restart the search process each time.

Add functionality to hold the Std Jobs list in place so you don't have to restart the search process each time.

Created 16 Apr 05:50 by Mark Knight

iQuote

0 Planned - to be scheduled
6 Vote

Add PAR Percentage Report to SalesLink Flex

We would like the PAR Percentage report that is available in Saleslink Executive to be available for Saleslink Sales Rep App

Created 28 Sep 22:37 by Lori Ciccarelli

SalesLink / API, Data or Reporting / Dealer Idea

10 Planned - to be scheduled

CloudLink Ideas Portal

Filter by status

Filter by category

Drag/Drop Activities

Include PAR in SalesLink Flex.

More comprehensive filtering capability

Lost Service Opportunities

Improve 3rd party API error messaging

We need to make a field called Data Sheet GP% editalbe, it used to be and something changed

You can now bulk delete standard jobs and local items

Use the same financial calculations in both IQuote and COTI

Add functionality to hold the Std Jobs list in place so you don't have to restart the search process each time.

Add PAR Percentage Report to SalesLink Flex

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

Drag/Drop Activities

Include PAR in SalesLink Flex.

More comprehensive filtering capability

Lost Service Opportunities

Improve 3rd party API error messaging

We need to make a field called Data Sheet GP% editalbe, it used to be and something changed

You can now bulk delete standard jobs and local items

Use the same financial calculations in both IQuote and COTI

Add functionality to hold the Std Jobs list in place so you don't have to restart the search process each time.

Add PAR Percentage Report to SalesLink Flex

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