CloudLink Ideas Portal

4 Vote

Defaulting Customer industry code on opportunities and transaction details - User Experience improvement

Generally the Customers industry code remains constant by division. By defaulting the industry code on opportunities and lost sale transaction details would improve the experience for users and generally improve consistency of reporting. The infor...

Created 12 Dec 02:37 by Greg Chard

SalesLink

0 Already exists
3 Vote

Change Excel format for exported reports to only have one sheet

When exporting reports from SalesLink the format of the excel creates three sheets - when only one is being used for the data. This create unnecessary clean ups of the excel workbook when merging data and files. We need the workbooks to only have ...

Created 22 Jul 01:49 by Darren McAllister

SalesLink / Dealer Idea

0
1 Vote

Add "In Branch Date" Column for all Inventory Tabs

Add "In Branch Date" Column for all Inventory Tabs (Machine - Inventory & Orders, Machines - Inventory, Attachment - Inventory & Orders, Attachments - Inventory, and All Inventory & Orders).

Created 20 Oct 15:16 by Aaron Raebel

Inventory

0 Needs review
2 Vote

Improve Expiring Warranties Functionality

Add Expiring Warrantied to the Customer Asset Menu Add a clickable Totals Row to the existing expiring warranties Report

Created 28 Feb 23:53 by Mark Courtenay

SalesLink / API, Data or Reporting / New Functionality

1 Needs more votes
2 Vote

Customer Issue Management - Additional Point of Escalation

Is there any opportunity to add another escalation contact for “Issue Alert Recipients”? Currently, the CIM logic only allows one individual to be nominated for:• Manage – Issue Default Assignment – Individual whom the Customer Issue defaults to.•...

Created 25 Feb 22:46 by Court Laslop

SalesLink / New Functionality

0 Needs more votes
2 Vote

Have condition monitoring alerts show up in SalesLink flex under the overview tab.

This would benefit the user because currently they are not able to see any machine alerts from Condition Monitoring through SalesLink flex. If it was on the overview tab – then a rep could see any machine alerts for their fleet and discuss with th...

Created 24 Feb 15:22 by George Norton

SalesLink Flex / Dealer Idea

0 Needs more votes
4 Vote

Branch select drop downs - Make consistent with other reports and multi select

To make the reports usable by regional operations managers, they need to be able to multi select branches on the reports such as issues, leads etc, the same way the opportunities report branch filter works.

Created 31 Oct 21:44 by Greg Chard

SalesLink / API, Data or Reporting

0 Needs more votes
2 Vote

API to eviz for RTS Dates, Backorder Dates, etc.

There should be more key date fields in COTI for delivery date changes that Caterpillar is currently sending to eViz. Accenture is working on getting this information updated to DBS. I know Warren is not the only dealer asking for this functionali...

Created 16 Feb 21:29 by Sara Drainer

iQuote / New Functionality

0
2 Vote

Status of a Won Order to Default Based on the Inventory Account and Payment Terms (if RPO)

All of our inventory is housed in iQuote. The Status of a won order should be able to be mapped to default to a New Sale, Used Sale, Rental Sale, URPO, or NRPO based on the inventory account.

Created 16 Feb 21:26 by Sara Drainer

iQuote / New Functionality

0 Will not implement
4 Vote

Expiring Warranties - link from S/N & visibility to any additional (extended) warranties

When viewing expiring warranties, there needs to be visibility (link from S/N as well as customer number) to any active/open warranties. You wouldn't contact the customer on an expiring warranty, if there was an extended that will take over covera...

Created 24 Oct 21:05 by Kari Cannaday

SalesLink

1 Already exists

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