CloudLink Ideas Portal

2 Vote

Work order invoice number to be available in SVL (& other Texada modules) once invoiced and not 24 hrs later

Ability to have work order number appear in SVL and other Texada modules straight after invoicing. Currently it take 24hrs as data can only be retrieved via ETL job that runs nightly.

Created 26 Aug 05:00 by Dan Ham

ServiceLink

0 Needs review
7 Vote

Enable Data Sharing via Snowflake Native Features Instead of APIs

Explore the feasibility of leveraging Snowflake’s native data sharing capabilities to exchange data across organizations, replacing or supplementing current API-based methods. This approach is inspired by practices already adopted by CAT and other...

Created 21 Aug 01:19 by vikram sharma

Reporting API

0 Needs review
1 Vote

Parts need by date to be displayed in the Parts tab of ServiceLink

In ServiceLink FLEX, after parts are ordered, it is essential to display the Required By Date associated with each document or part order. This visibility is particularly important as stores frequently place orders in advance of machine arrivals. ...

Created 28 Aug 05:56 by Travis Satur

ServiceLink

0 Needs review
1 Vote

Ability to update division once opportunity/quote are created

Currently, once an opportunity/quote are created, we are unable to change the division. So if say the Rental Division is accidentally selected and it should have been under Earthmoving Division. We have to cancel the existing opportunity and quote...

Created 27 Aug 13:18 by Jessica Carey

iQuote

0 Needs review
1 Vote

Improve the Gatekeeper back-end for dealer automations

When attempting to build automations against the ‘Requests > New’ webpage, it would be helpful to have a reference column for the RequestId itself. Right now, the only way to see the ID is by clicking the ‘View Request’ and viewing it in the ur...

Created 26 Aug 19:08 by Jessica Mayher

CloudLink Console

0 Needs review
2 Vote

Double Clicking Schedule Ticket tied to wrong security key Work Order.Labour.Edit - Config change required, should be tied to Schedule Technician

Double Clicking a Scheduled Ticket is tied to the wrong security key, Work Order.Labour.Edit - Config change required, should be tied to Schedule Technician.

Created 25 Aug 04:08 by Marita Lucas

ServiceLink

0 Needs review
5 Vote

SEQ numbers to be shown in transfer screen

When performing a transfer for parts, miscellaneous items, or labour, the SEQ number is critical for accurately identifying the specific item to be transferred. Currently, while the SEQ numbers are visible in the segment view, they are not display...

Created 20 Aug 05:21 by Travis Satur

ServiceLink

0 Needs review
1 Vote

Add assigned roster to column in the user management list - Carolina Cat

Add assigned roster to column in the user management list so you can see in the list of users who is assigned to which roster and it can be exported to excel.

Created 25 Aug 17:59 by Guest

ServiceLink

0 Needs review
2 Vote

Change Est. Arrival to Est. Start Date

In order to comply with CAT Inspect API and meet metrics, we would like to change the Est. Arrival to Est. Start Date. This would help our service department better utilize the field and help with mapping.

Created 22 Aug 17:21 by Lynn Chou

ServiceLink

0 Needs review
14 Vote

Write API for Contacts

Currently, our CRM platform offers API capabilities that allow customers to efficiently read and utilize contact data. However, the absence of corresponding write APIs limits automation opportunities and necessitates manual data management efforts...

Created 03 Jul 16:35 by David Vuong

SalesLink

1 Needs more votes

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