CloudLink Ideas Portal

Transform multiple DBS division specific records for Machine Division into a consolidated view within SalesLink

Holt operates under 6 separate division codes for our Machine Division business:  G, H, R, S, T, W
Can we transform all records from DBS using these division codes to aggregate into a single Division G view in SalesLink?  Without it, our Machine Division reps cannot run a complete query on their assigned accounts because any business or inventory associated to a Division other than G would be excluded....because the reps are only assigned to Division G customer records.

  • Wendy Spalding
  • Apr 23 2018
  • Needs more votes
  • Attach files
  • Mark Courtenay commented
    September 29, 2020 00:21

    We too need a better aggregate view of our customers!

    Hastings Deering also operated using equipment divisions but this restricts our view of a customer Sales & OLGA opportunity & coverage by the select division. When we select All Divisions we would like the ability to see an Aggregated view of the customer rather than one line per Division.

  • Mike Love commented
    July 05, 2018 19:47

    Blanchard is similar. This would be extremely helpful



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