CloudLink Ideas Portal

2 Vote

Do NOT Solicit

Could we get a function of Do NOT Solicit? Perhaps break it down further with no email campaigns, no diret mail campaigns? We want to capture emails for CQI, however, I need to be able to exclude them from data pulls for marketing campaigns.

Created 06 Mar 19:54 by Virginia Johnson

SalesLink / Dealer Idea

1 Already exists
2 Vote

Add more 'signees' to Docusign integration

Our docusign process includes our sales admin coordinators. We would like to have the ability to add additional 'signees' to the integration

Created 06 Mar 14:24 by Jessica Mayher

iQuote

3
2 Vote

Prevent deals using the same house number in iQuote from being Won.

Currently, reps can "win" a deal for a specific house number more than one time. This causes there to be duplicate house numbers pull over to COTI. We do our best to catch this one the front end, but sometimes a rep might accidentally quote the un...

Created 05 Mar 23:11 by Danielle Ricketson

iQuote

2
2 Vote

ServiceLink - Auto-Send scheduled messages

Description Right now when the user schedules a message to be sent, it gets pushed into a queue, but then a user has to log into ServiceLink in order to actually send the message. We would like to add a checkbox which will automatically send the m...

Created 04 Mar 20:16 by Hector Catre

ServiceLink / Internal Idea

0
1 Vote

PSE Auto Generated lead into Saleslink

As a manager, I would like the ability to have the auto generated notification to see only the high dollar volume PSE leads from OLGA that come into Saleslink. Versus seeing ALL of them. We would like to get them as soon as they are available, whe...

Created 06 Dec 18:17 by Jen Thompson

ServiceLink

0
2 Vote

iPAD Friendly

Ensure the app functions well and with stability on ipad.This is not optimizing for ipad screen space

Created 28 Feb 19:08 by Hector Catre

SalesLink Flex / Internal Idea

0
2 Vote

EMT UX and Performance Clean Up

No description provided

Created 28 Feb 19:03 by Hector Catre

EMT / Internal Idea

1 Needs more votes
2 Vote

Integration with Service Scheduler

Added Dec 5 2019Maybe Brent, Peter or Kari can help define what this means iMACS did have some basic functionality to schedule field service, we can make that integrate with SVL. We would have to talk to the dealers and see if they need any more i...

Created 28 Feb 19:01 by Hector Catre

iMacs / Internal Idea

0 Needs more votes
2 Vote

When adding an actitivty, subject gets prefilled with customer name deleting what was put in the subject

When reps add an activity, SUBJECT line is the first field that they need to fill out. Once they fill it out and choose customer, the SUBJECT field automatically gets prefilled deleting what they have entered before to customer name. It is really ...

Created 25 Feb 18:10 by Battogtokh Anu

SalesLink Flex

0
2 Vote

Customize what filters & columns in Views & Reports

The filters and columns that are visible on all pages in COTI (workflow view, report views-pending deals, change requests, ect) should be customizable at the dealer level based on what they needs. The recent Pending Deals Report isn't as much of a...

Created 20 Feb 18:17 by Kelly Kotara

COTI

0

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