CloudLink Ideas Portal

1 Vote

Add CSS Competitive Rental Store list to the + Add Lost Sale function

Currently, the CSS Competitive Rental Stores will only populate in the lost sale form if the user has created an opportunity as a rental, and then marked the opportunity as lost. We would like the option to use the + Add Lost Sale option for lost ...

Created 19 Nov 18:29 by Jessica Mayher

SalesLink

0
1 Vote

Exported Excel file for Activity Purpose Report is pulling in all divisions

When exporting an Activity Purpose Report by division, the report is bringing in other divisions' activities. See Attached

Created 18 Nov 04:41 by Hector Catre

SalesLink

0
1 Vote

IMACS to SalesLink Issue

When updating the model from iMacs, the Family and Base Model are blanked out in the opportunity. they should be auto filled.

Created 18 Nov 04:41 by Hector Catre

SalesLink

0
1 Vote

Issues with goal calculations in territory plans

The goals in the territory plan performance outlook do not appear to be calculating correctly.

Created 18 Nov 04:41 by Hector Catre

SalesLink

0
1 Vote

OLGA Leads do not display equipment info when lead is saved

When creating a Lead from OLGA Alerts the equipment details are displayed in a yellow panel above the selected components however, when the Lead is saved the Equipment details disappear. This detail is critical for large customer fleets where the ...

Created 18 Nov 04:41 by Hector Catre

SalesLink

0
1 Vote

OLGA - new field from CAT

From CAT - One new field is being added to both of the XML documents (Opportunity.xml and Customer_History.xml), which are produced by this interface - ‘OLGA CRM Opportunity Interface’. Adding this new field will allow for additional filtering on ...

Created 18 Nov 04:41 by Hector Catre

SalesLink

0
1 Vote

Make Address Lines Required

See screenshots. When updating an influencer we need to make Address Line 2, City and State required (red) along with postal code just like if we were adding a new address/customer.

Created 18 Nov 04:41 by Hector Catre

SalesLink

0
1 Vote

Saleslink Jumbles The Address Lines For Job Sites

Saleslink jumbles the address lines for jobsites. Can we make the layout where it keeps Address line 1 on one line and address line 2 on the next and so forth. DBS doesn’t run these together and neither should Saleslink.

Created 18 Nov 04:41 by Hector Catre

SalesLink

0
1 Vote

Equipment on Demo or RPOs and Lease Agreements Display

Equipment on demo or RPOs and lease agreements does not seem to appear under the Inventory section. Is this set up correctly in our Production environment?

Created 18 Nov 04:41 by Hector Catre

SalesLink

0
1 Vote

Multiple Contacts/Influencers to a Activity

The ability to have more than one contact added to an activity. Reps will meet with more than one contact at their customer account at a time. They currently have to enter that activity multiple times and change the contact name in order to have t...

Created 01 Nov 14:48 by Jayme James

SalesLink

1 Already exists

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