CloudLink Ideas Portal

1 Vote

Gatekeeper - Ability to edit requests submitted to Gatekeeper prior to pushing to DBS

Ability to edit requests submitted to Gatekeeper prior to pushing to DBS

Created 15 May 20:02 by Hector Catre

SalesLink

0
1 Vote

Add more detail to AR information in SalesLink

We have to go after outstanding AR for the PSSR team. We can see the aged AR, however, it would be nice if it could pull in the following information into the AR screen: DBS Document Number Work order Parts Counter Document Number Model Serial

Created 13 May 21:13 by Paul Phillips

SalesLink / Dealer Idea

0
1 Vote

Order of activities on rep's calendar

In a rep's calendar on the Day view, the order of how activities appear are in chronological order, regardless of the status of the activity. Is there any way to have the completed activities move to the bottom? A lot of our reps don't actually se...

Created 29 Apr 20:18 by Jessica Mayher

SalesLink / Dealer Idea

0
1 Vote

UX - Update the Uptake Logo to be the same size in every application

This is a design issue that we need to document and plan to do.

Created 17 Apr 18:03 by Hector Catre

SalesLink

0
1 Vote

A/R Notes - Add to Outlook feature change

Our credit reps would like the "Add to Outlook" feature (found under A/R note add) to add the activity as a "task" to their calendar instead of a meeting. The current functionality, that adds the activity as a meeting, clutters up their calendars ...

Created 17 Apr 13:37 by Melissa Jarvis White

SalesLink / Dealer Idea

0
1 Vote

Survey HUB - Add Survey Type field to Advanced Search Report

We would like to see the Survey Types (At Risk/Loyal/Vulnerable/No Answer) added to the Advance Search for customer satisfaction values. Currently you have to click on the link and open the customer record to be able to see the survey types. Manag...

Created 09 Apr 21:09 by Erica Gladden

SalesLink / Dealer Idea

0
1 Vote

Survey Hub - Add hyperlink for invoice number column

Ease of opening the invoice related to survey

Created 09 Apr 12:54 by Erica Gladden

SalesLink / Dealer Idea

0
1 Vote

Add geolocation functionality to Equipment List view in SalesLink

When viewing a customers account and viewing their equipment list we want to look into adding a geolocation link over to the right where WO, SL, PM, etc show up?

Created 27 Mar 18:20 by Tony Lucini

SalesLink / Dealer Idea

1 Already exists
1 Vote

Dodge Integration - Indicate when an opportunity has been created

We would like the Dodge reports to indicate once an opportunity/lead has already been created. When we create an opportunity for a project and then return to the Dodge report list, the create Opportunity button is still available. This makes it ap...

Created 27 Mar 15:16 by Jessica Mayher

SalesLink

0
1 Vote

Need to change the drilldown screen from the Par Percentage main screen

When you go to Activities/PAR Percentage and then click on a Manager name you get that manager's list of reps...if you leave the date filter at Rolling 12 Months and click on a rep name it takes you to a list of that rep's customers and their PAR ...

Created 11 Mar 17:48 by Greg DeWalt

SalesLink / Dealer Idea

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