CloudLink Ideas Portal

7 Vote

Make Comment Mandatory when marking a Quote as No Deal in iQuote

Currently in iQuote reps can mark a quote as No deal without any explanation. This makes it hard for us with reporting. Marking that one field as mandatory (as we have it mandatory in SalesLink) would give us better understanding of why the quote ...

Created 11 Jul 13:33 by Rebecca Zanfardino

iQuote

2
6 Vote

Print the parts list from a segment to pdf

We have some segments that might have 60 part line items and the technicians are seeing value in being able to print the parts lists to a pdf. Currently their is no functionality in SVL to support this... We have been instructed to get the screen ...

Created 18 Jun 20:19 by Arlette Costa

ServiceLink

0
1 Vote

Recognize expired enrollments using hours

The applications team has informed me that CloudLink does not have the functionality to recognize expired enrollments using hours. I want the system to be able to calculate all enrollment expirations by more than just date. SQL Solution:CASE WHEN ...

Created 15 Aug 16:58 by Enich McStotts

SalesLink

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
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
4 Vote

Able to use the Saleslink Flex "Around Me" feature to filter on customers that we have not contacted

No description provided

Created 28 Jun 20:50 by Erica Gladden

SalesLink Flex / Dealer Idea

0 Needs more votes
1 Vote

Ability to export post sale credit claims

Ability to export post sale credit claims.

Created 13 Aug 20:37 by vincent frataccia

iQuote

2 Needs more votes
1 Vote

Ability to import post sale credit claims

Created 13 Aug 20:34 by vincent frataccia

iQuote

3 Planned - to be scheduled
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

CloudLink Ideas Portal

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Filter by category

Make Comment Mandatory when marking a Quote as No Deal in iQuote

Print the parts list from a segment to pdf

Recognize expired enrollments using hours

Assign and De-assign Customers

Contracts with Partial Billing

Ability to create a new (manual) quote in USD

Able to use the Saleslink Flex "Around Me" feature to filter on customers that we have not contacted

Ability to export post sale credit claims

Ability to import post sale credit claims

Batch leads campaign drop down on Salesperson Type

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

Make Comment Mandatory when marking a Quote as No Deal in iQuote

Print the parts list from a segment to pdf

Recognize expired enrollments using hours

Assign and De-assign Customers

Contracts with Partial Billing

Ability to create a new (manual) quote in USD

Able to use the Saleslink Flex "Around Me" feature to filter on customers that we have not contacted

Ability to export post sale credit claims

Ability to import post sale credit claims

Batch leads campaign drop down on Salesperson Type

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