CloudLink Ideas Portal

21 Vote

More Flexibility needed in Advanced Search

The Advanced Search feature that's currently in SalesLink is valuable - however it lacks flexibility. Key improvements needed include multi-select options (rather than a one at a time, and then cumbersome V-lookup efforts); and capability to deter...

Created 01 Feb 21:44 by Kari Cannaday

SalesLink / API, Data or Reporting

4 Will not implement
12 Vote

To integrate PSE leads into OLGA menu bar for those dealers that have PSE on boarding

As we have integrate PSE into SalesLink but we could not get the summary of PSE leads from OLGA menu bar under Pipeline navigation and have to refer to APSEC on the PSE updates. Kindly expedite this feature to allow dealers to monitor PSE leads ef...

Created 18 Dec 09:20 by Joanna Chua Li Hui

SalesLink

5 Will not implement
2 Vote

Notes section in Equipment Transfer Pop Ups & Adds

It would be nice to have a required notes section added the equipment or asset transfer pop up to explain why it is being transferred.

Created 14 Jun 21:26 by Sarah Cenedella

SalesLink

1 Will not implement
1 Vote

Add 'Model' in search criteria when searching for Equipment in Search box

Have the ability to look for models in the entire population

Created 21 Nov 06:27 by Paul Meyer

SalesLink

1 Will not implement
11 Vote

Multiple Opportunities for one Activity

Ability to link one Activity to more than one opportunity. IE Quote for new machine and PM proposal

Created 01 Nov 14:51 by Jayme James

SalesLink

4 Will not implement
1 Vote

several dealers who did not upgrade their dbs are gettng double state in influence addresses from automated gatekeeper

correct the mapping for automated gatekeeper so that when there is an influencer add or address add, the two state fields don't get picked up from dbs and populate two state names

Created 14 Nov 20:12 by Janet Perry

SalesLink

1 Will not implement
4 Vote

OLGA - By Industry - add filter to see complete Industry (or sort by)

It would be helpful to be able to filter OLGA - By Industry - the complete Industry (or sort by). We are using the CIC provided by CAT to assign our industries. The descriptions in the current report are listed by name not code so it is not easy t...

Created 07 Jan 21:50 by Tracy DiStefano

SalesLink / API, Data or Reporting

0 Will not implement
2 Vote

Show serial number in "Transfer Equipment Popup" being transferred to ensure right asset is being moved

In the SalesLink equipment list, the dropdown to transfer equipment causes a box to popup to select which equipment to transfer. At the moment you just add the customer number for the asset to be transferred. If the Serial number could be shown in...

Created 19 Aug 05:01 by Darren McAllister

SalesLink

2 Will not implement
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
3 Vote

Ability to edit revenue in a won opportunity to more accurately track campaign ROI

Can we make it easier to edit the revenue in a won opportunity? Users have to go into each opportunity, manually re-open it and save. Then they get access to the revenue field to be able to edit it. An 'edit all' function would help looking at the...

Created 01 Jul 14:40 by Jessica Mayher

SalesLink

0 Will not implement

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