CloudLink Ideas Portal

1 Vote

New fields in COTI that show GP for both multi- and single-currency quotes

New field: QuotedGP = DealSheetAmountInInvoiceCurrency - PackageGrandTotal_CostAmount Read only. Default label: Quoted GP New field: QuotedGPPercent = QuotedGP / PackageGrandTotal_CostAmount will reflect the gross profit percentage based off of th...

Created 01 Apr 16:06 by David Vuong

COTI

0 Scheduled
1 Vote

Support for DICO and other additional PSE fields

Mockups Details Additional data is now received and transmitted to Caterpillar in regards to PSE leads. When SalesLink POSTs lead data, the following fields need to be additionally included Sales rep number for dealer-originated opportunities (dea...

Created 27 Mar 15:01 by David Vuong

SalesLink

0 Planned - to be scheduled
9 Vote

(WesTrac) The ability to download individual and bulk photos from ServiceLink from the Media tab

The media tab in a work order in ServiceLink has the ability to upload and remove photos but does not have the ability to download individual or bulk photos.

Created 13 Feb 00:44 by Dayton Robson

ServiceLink

1 Needs more votes
8 Vote

Only have the Hard Stop apply on the “No SIMS record when is required” Held up, when the Job Code is “Y” & the segment is warranty.

Only have the Hard Stop apply on the “No SIMS record when is required” Held up, when the Job Code is “Y” & the segment is warranty. This is how DBS operates today.

Created 13 Feb 06:18 by Richard Betts

ServiceLink

0 Needs more votes
8 Vote

Reman Core Return document additional information (WesTrac)

the Reman return core sheet in the parts return tab is great but it is missing some information that is vital for a core return: we need the ability to select if the core is Used we need the ablity to select if the core is subject to Warranty we n...

Created 03 Feb 01:22 by Travis Satur

ServiceLink

1 Needs more votes
1 Vote

Competitive sell price logic change to accommodate multi-currency quotes

The competitive sell price is populated by default using logic that currently works best for mono-currency quotes. This enhancement will update the logic so that the competitive sell price is Foreign currency Sell Price converted to local currency...

Created 20 Mar 16:20 by David Vuong

iQuote / New Functionality

0 Planned - to be scheduled
14 Vote

Clone Leads and Opportunities for multi-machine opportunities

Have the ability to easy create a copy of a lead or opportunity (header details) for multi-machine opportunities.

Created 10 Oct 23:56 by Paul Meyer

SalesLink

2 Planned - to be scheduled
8 Vote

CAT Foresight integration with Texada Condition Monitoring Tool (CMP)

we would like to bring the Foresight data into Texada Condition Monitoring Tool (CMP)

Created 18 Dec 01:16 by vikram sharma

Condition Monitoring Portal

1 Needs more votes
18 Vote

(WesTrac) ServiceLink to block certain Job code/comp code combinations as per CAT service excellence critera

in CAT service excellence there is a number of job cod/comp code combinations that are not to be used together (eg 023/7000) on segments ideally ServiceLink would be able to be configured to trigger a warning when these unacceptable code combos ar...

Created 06 Aug 03:36 by Travis Satur

ServiceLink

2 Needs more votes
1 Vote

Butler SOW - Rework tracking

Rework (also known as Redo / Redo Work) is work required to correct flawed technician work. Rework is costly to dealers. Dealers strive to track rework, identify root causes and put mitigations in place. Rework is part of Caterpillar’s “Right Firs...

Created 18 Mar 14:35 by Mark Dearborn

ServiceLink Flex / SOW

0 Planned - to be scheduled

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