CloudLink Ideas Portal

1 Vote

Add asking price, hours & YOM to Inventory Web for on order used machines.

Make additional fields visible on inventory web for used machines. Shop Hours, Asking Price and Dealer Defined Field 3 for Year of Manufacture.

Created 04 Dec 00:34 by Mark Knight

Inventory

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1 Vote

Reduce effort needed to use dropdowns

Some dropdowns such as Sales Territory sort their values by the internal ID which makes finding the correct value difficult for users. Some potential solutions: Default to sort all dropdowns alphabetically Allow users to search within a dropdown f...

Created 30 Nov 21:49 by David Vuong

iQuote

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4 Vote

Sales Reps Incomplete Deals should not be removed from Saleslink until COTI checklist items are completed

Incomplete Deals are being removed from sales rep's view before checklist phases have been completed. We would like the incomplete deals to stay incomplete until all checklist items have been completed

Created 10 May 14:48 by Erica Gladden

COTI / API, Data or Reporting

1 Needs more votes
1 Vote

Support for partial invoicing

Power system sales do partial invoicing based on milestones. Currently, SalesLink only supports full invoicing.

Created 24 Nov 19:21 by David Vuong

SalesLink

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1 Vote

Administrators can now manage who has deletion privileges for customer issues

No description provided

Created 22 Nov 15:40 by David Vuong

SalesLink

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1 Vote

Increase the number of the attachments visible for rental quotes in the configuration tab in iQuote

No description provided

Created 22 Nov 15:39 by David Vuong

iQuote

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1 Vote

Gross trade allowance, payout to, and amount owing fields now use a pipe delimiter in the purchase agreement document

Currently, there is no separator, making it difficult to read

Created 22 Nov 15:38 by David Vuong

iQuote / User Experience and Useability

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1 Vote

"Date Verified" in the "Add Equipment" and "Edit Equipment" screens can now be configured to be mandatory

No description provided

Created 22 Nov 15:36 by David Vuong

SalesLink / User Experience and Useability

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2 Vote

Add Push to DBS feature in Gatekeeper when creating new customer

Navigate to Saleslink Exec on Ohiocat Sandbox Go to ZABER POOLS OF COLUMBUS INC (3095445) Added a new influencer and switched it to Separate Address as the address Indicator Edit the Influencer and change address indicator as Same as Cust Name. Go...

Created 29 Apr 22:14 by Jessica Mayher

SalesLink / New Functionality

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4 Vote

Create OLGA button on the Equipment List within Saleslink

To get quick access to relevant OLGA alerts it would help to have an OLGA button on the equipment list. This would provide quick access to OLGA alerts similar to viewing workorders or SL's by serial number.

Created 20 Mar 04:02 by Greg Chard

SalesLink

0 Needs more votes

CloudLink Ideas Portal

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Add asking price, hours & YOM to Inventory Web for on order used machines.

Reduce effort needed to use dropdowns

Sales Reps Incomplete Deals should not be removed from Saleslink until COTI checklist items are completed

Support for partial invoicing

Administrators can now manage who has deletion privileges for customer issues

Increase the number of the attachments visible for rental quotes in the configuration tab in iQuote

Gross trade allowance, payout to, and amount owing fields now use a pipe delimiter in the purchase agreement document

"Date Verified" in the "Add Equipment" and "Edit Equipment" screens can now be configured to be mandatory

Add Push to DBS feature in Gatekeeper when creating new customer

Create OLGA button on the Equipment List within Saleslink

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

Add asking price, hours & YOM to Inventory Web for on order used machines.

Reduce effort needed to use dropdowns

Sales Reps Incomplete Deals should not be removed from Saleslink until COTI checklist items are completed

Support for partial invoicing

Administrators can now manage who has deletion privileges for customer issues

Increase the number of the attachments visible for rental quotes in the configuration tab in iQuote

Gross trade allowance, payout to, and amount owing fields now use a pipe delimiter in the purchase agreement document

"Date Verified" in the "Add Equipment" and "Edit Equipment" screens can now be configured to be mandatory

Add Push to DBS feature in Gatekeeper when creating new customer

Create OLGA button on the Equipment List within Saleslink

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