CloudLink Ideas Portal

2 Vote

CIM - Ability to see open and in-progress issues on the same view

For people managing issues it is helpful to see all open and in progress issues together. At the moment on the issues report you can only see either Open OR In Progress at once. This really needs to be a multi select option on the report.

Created 18 Sep 05:08 by Greg Chard

SalesLink

1 Shipped
2 Vote

Compare Reports - Ability to create from the + menu in Customer Search (Top right of the screen)

When the new menu structure was introduced our Customer search users lost the ability to easily create a compare report from the main menu. They now have to go into a Customer's account to do this. Adding the add compare report to the add menu (+)...

Created 25 Jul 02:42 by Greg Chard

SalesLink

0 Shipped
2 Vote

Add Component Sub Group as an additional filter in the OLGA Alerts List screen

There is currently no way to filter at this level. You can filter at the component group level eg '4000 Drive Train' but we would like the additional option to be able to filter at the sub-group level eg '4150 Undercarriage'

Created 01 Jul 02:58 by Michael Green

SalesLink / API, Data or Reporting / New Functionality

1 Shipped
2 Vote

Customer Search/List Enhancements

Should be able to filter customer search by only my customers.

Created 16 Apr 13:21 by Deleted User

SalesLink Flex

0 Shipped
2 Vote

Complete Activity Workflow Enhancements *

When launched from a customer or contact, this will open and pre-fill an activity, just like Saleslink Touch When completing an activity, the app should allow new notes from meeting, etc to be added. It should also prompt for a follow up activity ...

Created 16 Apr 12:51 by Deleted User

SalesLink Flex

1 Shipped
1 Vote

DMT Specific Activity Type and Main Purposes

We are looking to have the following added as an Activity Type: • DMT We would like the following added to the Activity Main Purposes: • DMT – Rent Request • DMT – Change PO • DMT – Rent Call Off • DMT – Service Request • DMT – Message • DMT – Tra...

Created 22 Apr 13:18 by Brett Heimerdinger

SalesLink / New Functionality

2 Shipped
2 Vote

Pre-production environments - Different coloured screens or warning when logging in

Hello, Having different versions of the cloudlink products that people log into via a weblink can be confusing and at times we have noted individuals have been updating pre-production enviornments thinking it was production, and visa-versa. It wou...

Created 26 Sep 03:25 by Greg Chard

SalesLink / User Experience and Useability

0 Shipped
2 Vote

Customer Size in the ALL division to show the size of the customer as a whole

Currently the ALL division shows the customer size as ZERO MACHINES (ZZ). We would like SalesLink to sum the machines across all divisions and show the overall Customer Size in the ALL division. Please see the attached screenshot.

Created 30 Aug 22:48 by Michael Green

SalesLink

0 Shipped
2 Vote

Add configuration to make 'Contact' field on Activities mandatory

When pulling Marketing lists, we would like to be able to determine the proper contact by using the Activity History. Some reps are not populating the Contact field and we have no way currently to make that field mandatory. It should be considered...

Created 06 Jun 16:03 by Deborah Styring

SalesLink

1 Shipped
2 Vote

Shipped but not invoiced Filter

I'd like to see a filter applied to the main workflow page that give you the option to filter out that have shipped but aren't showing invoiced.

Created 03 May 15:16 by Kelly Kotara

COTI

1 Shipped

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