CloudLink Ideas Portal

2 Vote

Include Average Monthly Machine Utilization rate/data on the CMP Equipment Header

I would like to see the average monthly machine utilization rate in CMP. Example, average monthly machine utilization = 52 hours. I would want to be able to include this utilization average in the Equipment List export out of Advanced Search - Sal...

Created 17 Jul 19:25 by Sarah Huber

Condition Monitoring Portal

0
1 Vote

Add a field on the project summary page labeled estimate amount

To add field on the project summary page for estimated services and materials.

Created 25 Jun 13:04 by Brett Porterfield

iMacs

0 Needs more votes
1 Vote

Create Sales Agreement Number prior to invoicing

The idea is to generate the sales agreement number prior to the star of the invoicing process.

Created 25 Jun 12:57 by Brett Porterfield

iMacs

0 Needs more votes
1 Vote

Need a field added to imacs to track the sales agreement number

The idea is to add a field in iMacs to track the sales agreement number as at present there is not a place available to do this.

Created 25 Jun 12:48 by Brett Porterfield

iMacs

0 Needs more votes
3 Vote

Add RTS field from iQuote into COTI deal details

There is currently an RTS field that populates in iQuote for machines on order. I have attached a screenshot of that field. We would like that information brought over to COTI, preferably in the Deal Details section.

Created 26 Jul 21:56 by Zachary Czarnecki

COTI / User Experience and Useability

0 Needs more votes
3 Vote

Contracts with Partial Billing

SalesLink does not handle contracts with partial billings; this would be an enhancement.

Created 15 Jul 21:56 by Lori Ciccarelli

SalesLink / New Functionality

0 Needs more votes
3 Vote

Ability to create a new (manual) quote in USD

We're unable to do any manual quotes unless we start with a USD pricelist. This works for machines where one exists but if we want to quote a non-CAT item or an accessory in USD, there's no easy way to do this. Best approach so far has been to sta...

Created 14 Jul 22:44 by michael groseclos

iQuote / New Functionality

0
3 Vote

Batch leads campaign drop down on Salesperson Type

May I know if you could add additional salesperson type into the dropdown for batch campaign leads? Currently it's only MSR and PSSR.

Created 12 Jul 23:59 by Court Laslop

SalesLink / New Functionality

2
3 Vote

Influencer Divisions - Request for Creating and deleting information

Hi team - I have a couple of queries below in relation to how Influencers are created and deleted across divisions in SalesLink. The main issue we are facing is that all divisions are automatically selected when influencers are created, but when i...

Created 12 Jul 23:44 by Daniel Matthews

SalesLink / New Functionality

1 Needs clarification
4 Vote

Assign and De-assign Customers

The ability to assign and de-assign customers. Currently this capability is for leads but not for customers.

Created 30 Jun 15:32 by Erica Gladden

SalesLink Flex / Dealer Idea

0 Needs more votes

CloudLink Ideas Portal

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Include Average Monthly Machine Utilization rate/data on the CMP Equipment Header

Add a field on the project summary page labeled estimate amount

Create Sales Agreement Number prior to invoicing

Need a field added to imacs to track the sales agreement number

Add RTS field from iQuote into COTI deal details

Contracts with Partial Billing

Ability to create a new (manual) quote in USD

Batch leads campaign drop down on Salesperson Type

Influencer Divisions - Request for Creating and deleting information

Assign and De-assign Customers

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

Include Average Monthly Machine Utilization rate/data on the CMP Equipment Header

Add a field on the project summary page labeled estimate amount

Create Sales Agreement Number prior to invoicing

Need a field added to imacs to track the sales agreement number

Add RTS field from iQuote into COTI deal details

Contracts with Partial Billing

Ability to create a new (manual) quote in USD

Batch leads campaign drop down on Salesperson Type

Influencer Divisions - Request for Creating and deleting information

Assign and De-assign Customers

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