CloudLink Ideas Portal

2 Vote

Exception Report of duplicate deals

I'd like to see an exception report that would indicate when a quote (deal) has been put into COTI on a stock number that already exists in COTI as an active/incomplete deal. As of right now, deals can come over on the exact stock numbers if they ...

Created 11 May 19:16 by Kelly Kotara

COTI

2 Needs more votes
1 Vote

Add ability to multi-select divisions when viewing a customer's information, instead of just 'one' or 'all'.

We have some divisions that overlap each other and cross sell frequently and the management team would like the ability to multi-select those divisions to see the roll up on Sales Analysis, etc. I don't see a way to do this in Customer Hierarchy e...

Created 27 Oct 19:33 by Deborah Styring

SalesLink / New Functionality

0 Needs more votes
1 Vote

Need the ability to add a zero dollar payment milestone

For us, we adding a separate milestone to denote when deposit invoices are sent out and are having to enter them as $.001 because the system will not allow a zero dollar entry. Later in the project, if we have to adjust/add milestones due to parti...

Created 22 Oct 20:40 by Deborah Styring

iMacs / Dealer Idea

0 Needs more votes
1 Vote

Item Of Interest Check Box missing on the Create Activity in Flex

When adding a new activity we need the "Item of Interest" box visible to mark if needed when creating the activity.

Created 12 Oct 20:19 by Lori Ciccarelli

SalesLink Flex / Dealer Idea

0 Needs more votes
1 Vote

Create utility so Condition Monitoring Portal generate a written report with case details (customer, machine, recommendations) for internal/external distribution.

Having a formal Asset Condition Monitoring Case report available to send to internal personnel and customers creates a professional way to share case information with PSSRs and customers. Currently, we have to share this information by copying cas...

Created 08 Oct 13:25 by Larry Rosenberg

Condition Monitoring Portal / New Functionality

0 Needs more votes
1 Vote

Company / Global - Document Preferences / Print Configuration

Company / Global Document Preferences / Print Configuration 2 options that appear in each quote under the Documents Tab, Edit Document Layout, Customer Document Settings; 1. Show Basic Segment Details 2. Show Extended Segment Detail The above sett...

Created 05 Oct 04:56 by Marita Lucas

PSQuoter / Dealer Idea

0 Needs more votes
1 Vote

Add a Memo Column in Customer Search

There is a Memo field in DBS Machine Pop. It would be great to have a Memo column in Customer Search. We have numerous gens that are done by third party companies. Would like to have the unit listed under the 3rd party as the machine owner, for ea...

Created 24 Sep 19:09 by Tonya Blessing

Customer Search / Dealer Idea

2 Needs more votes
1 Vote

Need to be able to search for warranty by work order number, claim number, and vendor claim number

Need to have be able to search for work orders with other than work order number or ticket number. Suggesting to be able to search by a warranty claim number.

Created 23 Aug 15:20 by Krystal Goodchild

SalesLink / Dealer Idea / New Functionality

0 Needs more votes
1 Vote

Add Configurability/Features to "Look for" in IQuote

Dealers use the "look for" search bar in IQuote differently from one dealer to the next. Configurability should be added so that dealers can choose if they want their default to be "inventory" or "quotes." I think the same options should apply to ...

Created 13 Aug 17:19 by Michael Kreher

iQuote / Dealer Idea

0 Needs more votes
1 Vote

Add Delivery Location column to the Lost Sales Report

Every month we upload data to CAT and if we can add delivery location to the column that would save a LOT of data entry time

Created 22 Jul 19:56 by Lori Ciccarelli

SalesLink / API, Data or Reporting / Dealer Idea

2 Needs more votes

CloudLink Ideas Portal

Filter by status

Filter by category

Exception Report of duplicate deals

Add ability to multi-select divisions when viewing a customer's information, instead of just 'one' or 'all'.

Need the ability to add a zero dollar payment milestone

Item Of Interest Check Box missing on the Create Activity in Flex

Create utility so Condition Monitoring Portal generate a written report with case details (customer, machine, recommendations) for internal/external distribution.

Company / Global - Document Preferences / Print Configuration

Add a Memo Column in Customer Search

Need to be able to search for warranty by work order number, claim number, and vendor claim number

Add Configurability/Features to "Look for" in IQuote

Add Delivery Location column to the Lost Sales Report

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

Exception Report of duplicate deals

Add ability to multi-select divisions when viewing a customer's information, instead of just 'one' or 'all'.

Need the ability to add a zero dollar payment milestone

Item Of Interest Check Box missing on the Create Activity in Flex

Create utility so Condition Monitoring Portal generate a written report with case details (customer, machine, recommendations) for internal/external distribution.

Company / Global - Document Preferences / Print Configuration

Add a Memo Column in Customer Search

Need to be able to search for warranty by work order number, claim number, and vendor claim number

Add Configurability/Features to "Look for" in IQuote

Add Delivery Location column to the Lost Sales Report

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