CloudLink Ideas Portal

1 Vote

Include the "Description" of the "Issue" in the Outstanding Leads List/Report Excel Export function.

for Issues in SalesLink, add the ability to Include the "Description" of the "Issue" to be included in the Outstanding Leads List/Report Excel Export function. (see screenshot).

Created 31 Oct 19:38 by Ryan Stevenson

SalesLink / API, Data or Reporting

0 Needs more votes
1 Vote

Non-DBS Activities Transfer to Prospect Account Activities

Activities connected to Non DBS Leads transfer to show under the activties tab if that Non DBS lead customer turns into a Prospect account

Created 24 Oct 20:58 by Sarah Cenedella

SalesLink / New Functionality

0 Needs more votes
1 Vote

Auto populate the engine number into the delivery service record

To get the engine number from the machine configuration to auto populate into the machine delivery service record.

Created 24 Oct 02:41 by Mark Knight

iQuote / API, Data or Reporting

0 Needs more votes
2 Vote

EMT UX and Performance Clean Up

No description provided

Created 28 Feb 19:03 by Hector Catre

EMT / Internal Idea

1 Needs more votes
2 Vote

Integration with Service Scheduler

Added Dec 5 2019Maybe Brent, Peter or Kari can help define what this means iMACS did have some basic functionality to schedule field service, we can make that integrate with SVL. We would have to talk to the dealers and see if they need any more i...

Created 28 Feb 19:01 by Hector Catre

iMacs / Internal Idea

0 Needs more votes
1 Vote

Alert functionality in Condition Monitoring

It would be helpful if there was an alert feature in Condition Monitoring whenever a unit receives a new alert something could trigger and send a "flag" or "alert" to a number of identified individuals that there is a new alert to view within Cond...

Created 30 Aug 14:56 by Jen Thompson

Condition Monitoring Portal / New Functionality

0 Needs more votes
2 Vote

Add Parent Customer Number Column to Customer Coverage

Since we have several Parent/Child relationships adding a column to the customer coverage report in both Executive View and Sales Rep view to identify them would help reps and managers with Par coverage. We have several instances where one person/...

Created 07 Nov 13:00 by Rebecca Zanfardino

SalesLink

0 Needs more votes
2 Vote

Security option required for CIM - ability to edit any Customer issues but not delete

Tracking of Customer issues is critical for our CX strategy and we are pushing to have Saleslink as the main tool for tracking issues across the group. The current security option for editing any Customer issues also enables users to delete a Cust...

Created 28 Oct 21:56 by Greg Chard

SalesLink / User Experience and Useability

1 Needs more votes
2 Vote

Improve details within email alert pertaining to opportunity changing stage

When email received with closed opportunity details for the customer like address and phone numbers are not required. Reason for the lost opportunity and comments are more crucial for business management with links to find customer location alread...

Created 25 Sep 06:26 by Darren McAllister

SalesLink / API, Data or Reporting

0 Needs more votes
1 Vote

Auto populate the Delivery Location field in COTI from iQuote - Quote Editor Delivery field

To automatically populate Delivery Location field in COTI using the data entered at the quote stage in iQuote - Quote Editor tab - Delivery field

Created 29 Jul 05:26 by Rachel Whitelaw

COTI / Integrations

0 Needs more votes

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