CloudLink Ideas Portal

1 Vote

Improvement to Need By date handling

Currently there is a "Need By" date that is captured when a parts order is made. This field defaults to a value that we have control over via a configuration setting. The problem we are encountering is that this does not take into account non-work...

Created 06 Jun 13:22 by Barry Brandes

ServiceLink

0 Needs more votes
1 Vote

Expand budget reporting to show misc values

When loading budgets into customers for parts and service the fields for Parts, service and misc. enable the user to load and compare the YTD and budget values side by side in the customer profile. When looking at the territory level the last few ...

Created 06 Jun 05:02 by Darren McAllister

SalesLink

0
1 Vote

When adding batch leads from a campaign in sales link there is Unknown radio button for the user to select can this be hidden. As creating leads from a campaign needs to go to either MSR or PSSR. Please refer to screen shot Unknown (Add Batch Leads).

When adding batch leads from a campaign in sales link there is Unknown radio button for the user to select can this be hidden. As creating leads from a campaign needs to go to either MSR or PSSR. Please refer to screen shot Unknown (Add Batch Leads).

Created 30 May 03:01 by Dayton Robson

SalesLink

1
3 Vote

Canned Reports / return excel files

expose canned reports via the cloudlink api instead of just raw data add an option to have the apis return excel files instead of JSON

Created 16 Aug 20:43 by Derek McConomy

Reporting API

0 Needs review
2 Vote

Lost Sales - iQuote

The ability to close out lost sales from a quote, so it prepopulates our machine information on the lost sale. This would need integration with iQuote.

Created 30 Jun 21:17 by Erica Gladden

SalesLink Flex / Dealer Idea

0 Needs more votes
1 Vote

DBS Shippers integrate with ServiceLink

Shippers are required to be filled. Currently they are filled out in DBS when machine repairs are completed. Machines are NOT to leave the property without a shipper. The driver that comes to pick up the machine is to sign this shipper. Not sure i...

Created 21 Apr 18:09 by Arlette costa

ServiceLink

0
1 Vote

A Variation module in iQuote that allows changes to be added and approved to the original quote.

To have the ability to send a quote variation from iQuote using DocuSign that just lists the variations for the customer to approve instead of recreating the entire quote. This would automatically integrate back into the quote and shop get ready f...

Created 12 Apr 05:04 by Mark Knight

iQuote

0 Needs more votes
1 Vote

Customer Portal

A Customer Portal where each customer is able to view their own information like : Quote, Order, Invoice Current/Past Equipment Service and history Location of their own Equipment Overview of their own equipment. Etc.

Created 05 Apr 01:28 by Michael Wong

Customer Search

0 Needs more votes
1 Vote

County Required for Sales Agreement

We would like to have the county box on the sale agreement editor tab to be a requirement, so it will populate on the sale agreement. The other option is taking the county name from the Payment Terms/Taxes tab and pre-populate the County box on th...

Created 31 Mar 17:42 by Fallon Foale

iQuote

0
1 Vote

Reconnect Catrentalstore.com leads to Saleslink

Back in the day Catrentalstore.com Leads were automatically sent and entered as a lead in Saleslink. When Cat decided to do away with Zift Solutions, the connection had to be dropped. But now there is a new Catrentalstore.com and it seems like a c...

Created 31 Mar 15:46 by Sarah Cenedella

SalesLink

0 Needs more votes

CloudLink Ideas Portal

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Improvement to Need By date handling

Expand budget reporting to show misc values

When adding batch leads from a campaign in sales link there is Unknown radio button for the user to select can this be hidden. As creating leads from a campaign needs to go to either MSR or PSSR. Please refer to screen shot Unknown (Add Batch Leads).

Canned Reports / return excel files

Lost Sales - iQuote

DBS Shippers integrate with ServiceLink

A Variation module in iQuote that allows changes to be added and approved to the original quote.

Customer Portal

County Required for Sales Agreement

Reconnect Catrentalstore.com leads to Saleslink

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

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Improvement to Need By date handling

Expand budget reporting to show misc values

When adding batch leads from a campaign in sales link there is Unknown radio button for the user to select can this be hidden. As creating leads from a campaign needs to go to either MSR or PSSR. Please refer to screen shot Unknown (Add Batch Leads).

Canned Reports / return excel files

Lost Sales - iQuote

DBS Shippers integrate with ServiceLink

A Variation module in iQuote that allows changes to be added and approved to the original quote.

Customer Portal

County Required for Sales Agreement

Reconnect Catrentalstore.com leads to Saleslink

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