CloudLink Ideas Portal

3 Vote

Estimated close date field in iQuote

We currently rely on the Est. Close date (which is mandatory) in SalesLink to control our opportunities.. Currently there is no Estimated close date field in iQuote so when creating a quote from the source of a lead there is no way to establish th...

Created 11 Nov 22:15 by Darren McAllister

iQuote

0
2 Vote

Make the "Remove All Pending Events" be just for Pending

Currently, when assigning a template and the "Remove All Pending Events" box is checked, it is also removing Missed Events. Either make it only remove pending or change the title to "Remove All Pending and Missed Events".

Created 08 Nov 14:17 by Tonya Blessing

EMT

0 Needs more votes
2 Vote

Add ability to multi-select divisions when viewing a customer's information, instead of just 'one' or 'all'.

We have some divisions that overlap each other and cross sell frequently and the management team would like the ability to multi-select those divisions to see the roll up on Sales Analysis, etc. I don't see a way to do this in Customer Hierarchy e...

Created 27 Oct 19:33 by Deborah Styring

SalesLink / New Functionality

0 Needs more votes
3 Vote

Ability to tie Quote to existing leads and auto convert the lead to opportunity in Sales Link.

Our reps will get a lead, call the customer and go straight to iQuote. In order to be able to tie the quote to the lead, they have to go into sales link first and convert the lead to an opportunity. It would be nice to be able to select the lead i...

Created 23 Oct 21:01 by Mike Love

iQuote

2
3 Vote

To configure Industry Segments when selecting Parts Opportunity

Current Industry Segments only available when selecting Sales & Rental when creating an Opportunity. The drop down product group for parts should be in place for better parts product analysis.

Created 22 Oct 05:49 by Joanna Chua Li Hui

SalesLink

1 Will not implement
2 Vote

Improve Quick search to allow for trailing spaces

When copying and pasting in a serial number into search there is often spaces trailing the data. When this happens the search does not return any value. When removing the trailing spaces the search will return the right form/data. This inhibits us...

Created 10 Oct 23:58 by Darren McAllister

SalesLink / Dealer Idea

0 Needs more votes
3 Vote

Ability to filter Date in Performance Summaries by multiple months

Currently, we are only able to filter by Full Year in Sales Performance Summary and Full Year, YTD, and a single month in Parts and Service Performance Summary. It would be a great feature to be able to select QTR or even multiple months to see co...

Created 27 Sep 21:13 by Tracy DiStefano

SalesLink

0 Needs more votes
3 Vote

Modify Estimated Close date - on reps opportunity list

Currently we can modify the "Est. Delivery date" of the opportunity when viewing the entire representatives list of opportunities. This is initiated by an "Edit ALL" button at the top right side of the list. We would also like to adjust the estima...

Created 24 Sep 02:57 by Darren McAllister

SalesLink / New Functionality

0 Needs more votes
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
3 Vote

Create ability to match an Opportunity Record to a UCC Record

Opportunity records and UCC records come from 2 separate sources yet both have the ability for review, closure & submission of a Lost Sales Record. It would be ideal if we could link the 2 documents together to show they both represent the sam...

Created 13 Sep 17:52 by Wendy Spalding

SalesLink

1 Needs more votes

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