CloudLink Ideas Portal

1 Vote

Create a Phase Total View

I would like to be able to see how many deals TOTAL are in a given phase. Ex: our Phase 1 ("pre-invoicing") houses between 3 & 6 roles and their given checklists. A deal can be in all or just 1 of these. Because of that I can never really get ...

Created 16 Oct 20:25 by Kelly Kotara

COTI / API, Data or Reporting

0 Needs more votes
1 Vote

Add Product Family Filter on Resolved Leads Page

No description provided

Created 16 Oct 14:25 by Erica Gladden

SalesLink / API, Data or Reporting

7 Needs more votes
1 Vote

Include 'Campaign' menu item in customer view

Similar to issues, activities, or leads, we should have an indicator if the customer has an asset that is part of a marketing campaign..

Created 11 Oct 00:24 by Paul Meyer

SalesLink

0 Needs more votes
1 Vote

Add Admin Capabilities to Change Request Categories

With the addition of change request categories, we need the ability to manage these at a dealer level. Each Dealership will have different categories that fit their need or when process changes or something new comes along, it would save us and Up...

Created 17 Aug 16:59 by Kelly Kotara

COTI

0 Needs more votes
1 Vote

Revise PO Required/Visibility to PO Field function

We've discovered that COTI will not show the PO Field in Deal Details if the PO required Y/N is set to N, which is driven by DBS. This has caused us several credit and re-bills b/c the invoicing team did not see the PO field. We think that the PO ...

Created 10 Aug 14:08 by Mike Love

COTI

0 Needs more votes
1 Vote

Improved AR screen/view filtering. Ability to filter by Sales Manager.

This should apply to any view by rep, but it would be nice to have filtering capability by Sales Manager or Region.

Created 07 Aug 12:14 by Mike Love

SalesLink / API, Data or Reporting

1 Needs more votes
1 Vote

Add additional filter capability to the Lost Sales by UCC view.

We have the UCC module within Sales Link. The view mentioned above rolls up the UCCs by rep in a view, but it shows reps in the view that are not considered prime contacts for machine sales (In our case, type 2 and 3). Need to be able to filter on...

Created 03 Aug 13:30 by Mike Love

SalesLink / API, Data or Reporting

0 Needs more votes
0 Vote

Financials Export Needs to Include the Estimated Delivery date

When I export our Accounting year for backlog projections the estimated delivery date is not included in the export. We need this column of information added.

Created 16 Feb 21:23 by Sara Drainer

COTI / API, Data or Reporting

0 Needs more votes

CloudLink Ideas Portal

Filter by status

Filter by category

Create a Phase Total View

Add Product Family Filter on Resolved Leads Page

Include 'Campaign' menu item in customer view

Add Admin Capabilities to Change Request Categories

Revise PO Required/Visibility to PO Field function

Improved AR screen/view filtering. Ability to filter by Sales Manager.

Add additional filter capability to the Lost Sales by UCC view.

Financials Export Needs to Include the Estimated Delivery date

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

Create a Phase Total View

Add Product Family Filter on Resolved Leads Page

Include 'Campaign' menu item in customer view

Add Admin Capabilities to Change Request Categories

Revise PO Required/Visibility to PO Field function

Improved AR screen/view filtering. Ability to filter by Sales Manager.

Add additional filter capability to the Lost Sales by UCC view.

Financials Export Needs to Include the Estimated Delivery date

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