CloudLink Ideas Portal

2 Vote

Gross profit percentages are now rounded to two decimal places in iQuote and COTI

Currently, some are rounded to zero decimal places while others are rounded to five decimal places, causing confusion.

Created 22 Nov 15:42 by David Vuong

iQuote

0 Planned - to be scheduled
2 Vote

Support for standard and custom credit claims in non-default currency in iQuote

No description provided

Created 22 Nov 15:32 by David Vuong

iQuote / New Functionality

0 Planned - to be scheduled
1 Vote

Ability to import post sale credit claims

Created 13 Aug 20:34 by vincent frataccia

iQuote

3 Planned - to be scheduled
9 Vote

Add ability to 'email' a Note from SalesLink.

Similar to how COTI works today. If someone adds a Note to an opportunity in SalesLink and need to communicate that Note, it would be extremely helpful if they can click an 'Email Recipients' button to select users who would receive an immediate e...

Created 17 May 16:06 by Deborah Styring

SalesLink

0 Planned - to be scheduled
4 Vote

Estimated arrival date utilization on field jobs

Currently, the 'Promise date' and 'Est. Unit Arrival' fields are required when opening a Shop job and only the 'Promise date' is required when opening a Field job. Can SVL be configured so both the 'Promise date' and 'Est. Unit arrival' (or) 'Arri...

Created 11 Mar 00:20 by Russ Holindrake

ServiceLink

1 Planned - to be scheduled
7 Vote

Would like to see RPO Agreement Information to populate in COTI

We manage all of our RPOs in COTI but the records are incomplete due to the fact that agreement information from DBS does not come over (Agreement #, start date, billing date(s), ect). I believe COTI could help us monitor our aging RPOs if this in...

Created 16 Jan 16:01 by Kelly Kotara

COTI

3 Planned - to be scheduled
2 Vote

Add the customer's name into the cancelled deals report

Add the customer's name into the cancelled deals report in COTI.

Created 22 Nov 06:41 by Mark Knight

COTI / API, Data or Reporting / User Experience and Useability

0 Planned - to be scheduled
4 Vote

Add a campaign selection field for logging an activity when the purpose is "campaign follow up"

When adding an activity and selecting campaign follow up as your source, Flex does not bring up the campaign list to select the campaign. Users have to be able to source their activities to campaigns.

Created 11 Feb 18:50 by Jessica Mayher

SalesLink Flex

2 Planned - to be scheduled
4 Vote

Lead sources by Division

The current lead source list contains many sources that are primarily used by one division vs. others (e.g., E Division utilizing Marine Work). Due to the volume of sources (and campaigns), many people simply elect the first source available inste...

Created 22 Jan 17:45 by Justin VAhlborn

SalesLink / Dealer Idea

0 Planned - to be scheduled
2 Vote

Enhanced Job Site functionality in CRM

Background Heavy equipment sales and rental businesses operate in a highly dynamic and competitive environment. Job sites, ranging from construction of new arenas to major renovations and infrastructure projects, present substantial opportunities ...

Created 17 Aug 08:04 by Hector Catre

SalesLink

1 Planned - to be scheduled

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