CloudLink Ideas Portal

2 Vote

Add Invoice Number to Sales Analysis list page screen

We would like to see the D365 Invoice number shown in the SalesLink Sales Analysis list page

Created 18 Apr 15:27 by Douglas Miller

SalesLink / API, Data or Reporting

0 Needs more votes
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
3 Vote

PAR by Influencer Transfers

Looking for a configuration or management area in SalesLink Exec that would enable the ability to Transfer PARs at the Influencer level to a new sales rep. PAR values are determined by management and not likely to change if a new sales rep is assi...

Created 07 Aug 21:02 by Jayme James

SalesLink / New Functionality / User Experience and Useability

0 Needs more votes
1 Vote

Collect influencer activity from multiple sources

Capture an influencer's activity from multiple sources in SalesLink

Created 13 Sep 18:14 by David Vuong

SalesLink

0
1 Vote

Add equipment number / unit number to attachment dialogs

Equipment number shows up on equipment lists but is not available for entry nor edit in the attachment dialog.

Created 05 Sep 17:12 by David Vuong

SalesLink

0
2 Vote

Drag/Drop Attachments

The ability to grab multiple attachments/documents within a customer account would make things a lot more efficient and save time from a reps viewpoint.

Created 21 Jan 16:22 by Eric Bowers

SalesLink / New Functionality / User Experience and Useability

0 Needs more votes
1 Vote

Configure Estimated Close Date to Delivery Date in new Service opportunities.

To save extra data entry by the Service department it is thought that when a Lead is changed to an opportunity for service work that the Est. Close Date (Which is a mandatory field) be configured to update to the Estimated delivery date as populat...

Created 10 Aug 00:13 by Darren McAllister

SalesLink

0
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
1 Vote

Expand budget reporting to show misc values

When loading budgets into customers for parts and service the fields for Parts, service and misc. enable the user to load and compare the YTD and budget values side by side in the customer profile. When looking at the territory level the last few ...

Created 06 Jun 05:02 by Darren McAllister

SalesLink

0
1 Vote

When adding batch leads from a campaign in sales link there is Unknown radio button for the user to select can this be hidden. As creating leads from a campaign needs to go to either MSR or PSSR. Please refer to screen shot Unknown (Add Batch Leads).

When adding batch leads from a campaign in sales link there is Unknown radio button for the user to select can this be hidden. As creating leads from a campaign needs to go to either MSR or PSSR. Please refer to screen shot Unknown (Add Batch Leads).

Created 30 May 03:01 by Dayton Robson

SalesLink

1

CloudLink Ideas Portal

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Add Invoice Number to Sales Analysis list page screen

Improve Expiring Warranties Functionality

PAR by Influencer Transfers

Collect influencer activity from multiple sources

Add equipment number / unit number to attachment dialogs

Drag/Drop Attachments

Configure Estimated Close Date to Delivery Date in new Service opportunities.

Improve Quick search to allow for trailing spaces

Expand budget reporting to show misc values

When adding batch leads from a campaign in sales link there is Unknown radio button for the user to select can this be hidden. As creating leads from a campaign needs to go to either MSR or PSSR. Please refer to screen shot Unknown (Add Batch Leads).

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

Add Invoice Number to Sales Analysis list page screen

Improve Expiring Warranties Functionality

PAR by Influencer Transfers

Collect influencer activity from multiple sources

Add equipment number / unit number to attachment dialogs

Drag/Drop Attachments

Configure Estimated Close Date to Delivery Date in new Service opportunities.

Improve Quick search to allow for trailing spaces

Expand budget reporting to show misc values

When adding batch leads from a campaign in sales link there is Unknown radio button for the user to select can this be hidden. As creating leads from a campaign needs to go to either MSR or PSSR. Please refer to screen shot Unknown (Add Batch Leads).

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