CloudLink Ideas Portal

Expiring Warranties Report enhancement, add functionality to search by customer name or number and add current SMU hours and SMU expirations.

Add a search function to Expiring Warranties in SalesLink to enable the ability to search a customer name or number with a "Search Function". This would essentially enhance the existing Expiring Warranties function that already exists in SalesLink so that you could enter in a customer name or number have only their results show up and be able to export the info for a specific customer via a download.

*Additionally, the ability to choose a date range would be a welcomed enhancement to accompany this idea for warranties that have far out expiration dates.

A further enhancement would include a field that had the machines current SMU and Current date to compare against the Expiration date and Expiration SMU.

  • Ryan Stevenson
  • Feb 14 2025
  • Needs more votes
How often would this idea be used? Monthly
How much time would you save when the idea is implemented? It would save hours of work
How many people at your company would benefit from this idea? Most people (25 + )
What problem is your idea trying to solve?

Enhance the existing Expiring Warranties report functionality in SalesLink by making it easier to navigate and add relevant information that is currently not included.
Add the ability to find expiring warranty by being able to search key accounts or specific customers by adding a search field to sort by customer or customer number. This would also give the rep the ability to generate a report that is specific to an individual customer to present to them during a visit that would let them know when each of their specific machines (by serial number) warranties will be expiring by both date and SMU hours.
A further enhancement would include a field that had the machines current SMU and Current date to compare against the Expiration date and Expiration SMU.
Add functionality to easily make actionable activities to add to your calendar to follow-up by a specific date.

  • Attach files
  • Ryan Stevenson commented
    14 Feb 20:52

    See screenshot for report made from cut and pasted info from SalesLink.



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