CloudLink Ideas Portal

1 Vote

OLGA Leads do not display equipment info when lead is saved

When creating a Lead from OLGA Alerts the equipment details are displayed in a yellow panel above the selected components however, when the Lead is saved the Equipment details disappear. This detail is critical for large customer fleets where the ...

Created 18 Nov 04:41 by Hector Catre

SalesLink

0
1 Vote

OLGA - new field from CAT

From CAT - One new field is being added to both of the XML documents (Opportunity.xml and Customer_History.xml), which are produced by this interface - ‘OLGA CRM Opportunity Interface’. Adding this new field will allow for additional filtering on ...

Created 18 Nov 04:41 by Hector Catre

SalesLink

0
1 Vote

Make Address Lines Required

See screenshots. When updating an influencer we need to make Address Line 2, City and State required (red) along with postal code just like if we were adding a new address/customer.

Created 18 Nov 04:41 by Hector Catre

SalesLink

0
1 Vote

Saleslink Jumbles The Address Lines For Job Sites

Saleslink jumbles the address lines for jobsites. Can we make the layout where it keeps Address line 1 on one line and address line 2 on the next and so forth. DBS doesn’t run these together and neither should Saleslink.

Created 18 Nov 04:41 by Hector Catre

SalesLink

0
1 Vote

Equipment on Demo or RPOs and Lease Agreements Display

Equipment on demo or RPOs and lease agreements does not seem to appear under the Inventory section. Is this set up correctly in our Production environment?

Created 18 Nov 04:41 by Hector Catre

SalesLink

0
1 Vote

A Single Role Based version of SalesLink

SalesLink was built as a collection of apps. What dealers want is a singular app that has permissions based on roles. This is a very large project.

Created 30 Sep 20:17 by Hector Catre

SalesLink / New Functionality

0
1 Vote

SalesLink / Outlook - MS Graph integration

Add MS Graph support to the existing calendar / outlook integration. We should do a POC for this.

Created 28 Aug 17:35 by Hector Catre

SalesLink

0 Will not implement
1 Vote

Change the invoicing indicator

Currently is is one of 18 Functions that DBS is still required for that we we need to build

Created 22 Aug 05:19 by Hector Catre

ServiceLink

0
1 Vote

Reprice parts after they have been sent to DBS

Currently is is one of 18 Functions that DBS is still required for that we we need to build

Created 22 Aug 05:19 by Hector Catre

ServiceLink

0
1 Vote

Manager employee master DBS records in SVL

Currently is is one of 18 Functions that DBS is still required for that we we need to build

Created 22 Aug 05:19 by Hector Catre

ServiceLink

0

CloudLink Ideas Portal

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OLGA Leads do not display equipment info when lead is saved

OLGA - new field from CAT

Make Address Lines Required

Saleslink Jumbles The Address Lines For Job Sites

Equipment on Demo or RPOs and Lease Agreements Display

A Single Role Based version of SalesLink

SalesLink / Outlook - MS Graph integration

Change the invoicing indicator

Reprice parts after they have been sent to DBS

Manager employee master DBS records in SVL

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OLGA Leads do not display equipment info when lead is saved

OLGA - new field from CAT

Make Address Lines Required

Saleslink Jumbles The Address Lines For Job Sites

Equipment on Demo or RPOs and Lease Agreements Display

A Single Role Based version of SalesLink

SalesLink / Outlook - MS Graph integration

Change the invoicing indicator

Reprice parts after they have been sent to DBS

Manager employee master DBS records in SVL

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