CloudLink Ideas Portal

1 Vote

several dealers who did not upgrade their dbs are gettng double state in influence addresses from automated gatekeeper

correct the mapping for automated gatekeeper so that when there is an influencer add or address add, the two state fields don't get picked up from dbs and populate two state names

Created 14 Nov 20:12 by Janet Perry

SalesLink

1 Will not implement
8 Vote

Reporting Functionality and API feed from iQuote

We need to gain access to data in iQuote. Currently, there is extremely little that can be extracted from iQuote.

Created 06 May 18:37 by Justin VAhlborn

iQuote

2
3 Vote

We are adding the vehicle number to the misc charge, but that field does not show up on the detail listing of misc charges.

If Texada added the Vehicle number field, and didn’t add it to the detailed list, they just didn’t finish the job of correctly adding the field.

Created 14 Apr 13:13 by Melissa Bonney

ServiceLink

1 Needs more votes
7 Vote

Invoke gatekeeper function when adding contact in iQuote header

We would like to make the gatekeeper function come up when a rep free types a contact name into the header vs. using the drop down. This drives better CQI.

Created 29 Jan 17:06 by Mike Love

iQuote

0
7 Vote

Option to make family and base models mandatory in opportunity records

Users are not forced to complete Family and Base model information when adding leads and opportunities. This data is important in managing new and used opportunities, and the reporting of what is being sort after in the market.

Created 23 Jan 00:14 by Darren McAllister

SalesLink / Dealer Idea

2 Needs more votes
4 Vote

Add the column "Total PAR Percentage" next to Annual Variance for Sales Representatives.

To add a "Total PAR Percentage" column in a Sales Representative Customer Coverage page. Preferably to the right of the "Annual Variance" column.

Created 16 Jun 18:16 by Ricky Lui

SalesLink / API, Data or Reporting

1 Needs more votes
1 Vote

Bring DBS field "Equipment Location" into SVL Equipment Location tab

Request: Bring "Field Location" from DBS into SVL Overview tab at the equipment level. The field would be free text, not formatted as an address. It would not be editable in SVL. As these are power systems addresses they do not change often. Busin...

Created 08 Nov 19:33 by Mark Dearborn

ServiceLink / SOW

0 Needs more votes
7 Vote

Search function in Model Administration

When Updating models in Model Administration it can be difficult if the model has been added previously. A Search Function to determine which Family Product Group it currently sits.

Created 07 Jan 23:49 by Justin Temple

iQuote

0
8 Vote

Multiple Units on one agreement

On most deals we will sell a combine and tractor on the same quote/agreement. Since moving over we have to get a customer to sign multiple agreements, which can be a nuisance for the customer.

Created 13 Mar 16:23 by Carl Alexus

iQuote / New Functionality

0
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

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