CloudLink Ideas Portal

1 Vote

SalesLink - Influencer Record

Please note the following when it comes to existing Influencer records in SalesLink: 1. Influencer Type list is still duplicated as per the attached picklist - need to remove the records which contain the alpha codes 2. Influencer Title field need...

Created 17 Dec 21:08 by Hector Catre

SalesLink

1
1 Vote

Delivery date and Commissioning date

In an opportunity is there a way to add a delivery date and a commissioning date we need this for our business as they use it for payment and forecasting

Created 17 Dec 21:04 by Hector Catre

SalesLink

1
1 Vote

CIC Code & Description in Customer Info screen of SalesLink

we are still not seeing the CIC Code Description in the Customer Info. screen of SalesLink. See attached screen shot.

Created 17 Dec 21:03 by Hector Catre

SalesLink

1
1 Vote

Lead Stages

Can the Development & Proposal Stages in the SalesLink Lead be masked, removed or hidden? See attached screen shot

Created 17 Dec 21:01 by Hector Catre

SalesLink

1
1 Vote

Need to get email added to creating customer and be mandatory

Need to get email added to creating customer and be mandatory not having it in add extra details

Created 17 Dec 20:57 by Hector Catre

SalesLink

1
1 Vote

Sign-on-glass for approving field technician hours

Sign-on-glass functionality in ServiceLink Flex would enable a field tech to be able to get customer approval for the hours spent on a job, at the completion of the work. Additionally, sending an electronic confirmation to the dealer and the custo...

Created 09 Dec 00:51 by Tom Fisher

ServiceLink Flex / Dealer Idea

0 Planned - to be scheduled
1 Vote

Labour charge code shows code and description default to the technician setting

When ENTERING labour, only the description is shown. But when you then VIEW the labour entry, the charge code and description are shown

Created 02 Dec 15:58 by Hector Catre

ServiceLink Flex

0 Planned - to be scheduled
1 Vote

Executive (non-Super user) access for SalesLink Flex

Our current solution for Executives to access SalesLink Flex requires Super User access.This idea is to create a new level of access for SalesLink Flex for Executives, that do not require Super User Access.

Created 18 Nov 16:06 by Hector Catre

SalesLink Flex

1
1 Vote

Admin page for Cost Centers

Create an admin page for dealers to manage (add, delete) cost centers. Will help alleviate the number of config tickets.

Created 09 Nov 15:21 by Mariel Dytuco

ServiceLink

0
1 Vote

Add a Link to the Survey

For Issues created by RDA Surveys, can we add a link to the actual survey? When a user opens an Issue, they can see it has been created by a survey, but they have no way of seeing what survey it was created from. And we think adding a link is too ...

Created 15 Oct 17:40 by Hector Catre

SalesLink

2

CloudLink Ideas Portal

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SalesLink - Influencer Record

Delivery date and Commissioning date

CIC Code & Description in Customer Info screen of SalesLink

Lead Stages

Need to get email added to creating customer and be mandatory

Sign-on-glass for approving field technician hours

Labour charge code shows code and description default to the technician setting

Executive (non-Super user) access for SalesLink Flex

Admin page for Cost Centers

Add a Link to the Survey

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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SalesLink - Influencer Record

Delivery date and Commissioning date

CIC Code & Description in Customer Info screen of SalesLink

Lead Stages

Need to get email added to creating customer and be mandatory

Sign-on-glass for approving field technician hours

Labour charge code shows code and description default to the technician setting

Executive (non-Super user) access for SalesLink Flex

Admin page for Cost Centers

Add a Link to the Survey

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