CloudLink Ideas Portal

4 Vote

Add "Date Verified" field to equipment list detail

With the importance of OLGA and machine pop accuracy, we have started using the "Date Verified" field on the machine record (EMPEQPD0, Field = DTVRF8 to place the last date the machine was validated to be accurate and belong to a customer. Can you...

Created 07 Mar 18:46 by Mike Love

SalesLink / API, Data or Reporting

2 Shipped
2 Vote

Admin Dashboard for Activity Main Purposes

Currently, a dealer needing Add or Edits to the list of Activity Main Purposes has to be managed through a ticket.

Created 22 Apr 16:06 by John Fennell

SalesLink / New Functionality

0 Shipped
4 Vote

Include Product Link indicator on equipment overview in Customer Equipment screen

Connectivity is one of our key strategic objectives. We currently don't have a way to easy indicate whether a customers' asset has a PL box or not. We have created an equipment extension file in DBS to store what PL box is fitted to a specific mac...

Created 11 Jan 01:20 by Paul Meyer

SalesLink / Integrations

1 Shipped
1 Vote

Automated Gatekeeper now supports the "Physical Location Delete" request type

No description provided

Created 22 Nov 15:42 by David Vuong

SalesLink

0 Shipped
1 Vote

It's now possible to use .xlsx files when importing customers

Currently only .xls is supported

Created 22 Nov 15:37 by David Vuong

SalesLink / User Experience and Useability

0 Shipped
1 Vote

It's now possible to use .xlsx files when importing prospects

Currently, only .xls is supported

Created 22 Nov 15:36 by David Vuong

SalesLink / User Experience and Useability

1 Shipped
4 Vote

When entering an new influencer pull physical address not billing address when clicking "Same as Cust Address'.

Currently in SL-Sales Rep when entering an influencer Sales Link automatically defaults to 'Same as Cust Address' if you want to enter a separate address you must click on the radio button for 'Separate Address'. When a rep leaves the default of '...

Created 07 Mar 16:47 by Mandy Turnbaugh

SalesLink

0 Shipped
2 Vote

Activity in Sales Link

Login as a Sale Rep and changed the status of an Activity to Completed and creating a Follow up activity. The system does display the parent activity, please refer to the two screen shots showing the original activity and the follow u p activity, ...

Created 17 Dec 21:10 by Hector Catre

SalesLink

2 Shipped
2 Vote

Bulk Change Status of Leads

We would like the ability to bulk change the status of the Leads from the SalesLink UI.

Created 12 Jun 14:32 by Melissa Jarvis White

SalesLink / Dealer Idea

0 Shipped
2 Vote

GateKeeper - Fully enable the addition and management of Influencers in gatekeeper

Fully enable the addition and management of Influencers in gatekeeperThrough Semi-automatic gatekeeper functionality Part A - The ability to Add an influencer in SalesLink and push it to DBS semi-automatically Part B - The ability to edit an influ...

Created 15 May 20:02 by Hector Catre

SalesLink

0 Shipped

CloudLink Ideas Portal

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Add "Date Verified" field to equipment list detail

Admin Dashboard for Activity Main Purposes

Include Product Link indicator on equipment overview in Customer Equipment screen

Automated Gatekeeper now supports the "Physical Location Delete" request type

It's now possible to use .xlsx files when importing customers

It's now possible to use .xlsx files when importing prospects

When entering an new influencer pull physical address not billing address when clicking "Same as Cust Address'.

Activity in Sales Link

Bulk Change Status of Leads

GateKeeper - Fully enable the addition and management of Influencers in gatekeeper

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 "Date Verified" field to equipment list detail

Admin Dashboard for Activity Main Purposes

Include Product Link indicator on equipment overview in Customer Equipment screen

Automated Gatekeeper now supports the "Physical Location Delete" request type

It's now possible to use .xlsx files when importing customers

It's now possible to use .xlsx files when importing prospects

When entering an new influencer pull physical address not billing address when clicking "Same as Cust Address'.

Activity in Sales Link

Bulk Change Status of Leads

GateKeeper - Fully enable the addition and management of Influencers in gatekeeper

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