CloudLink Ideas Portal

1 Vote

Auto populate the engine number into the delivery service record

To get the engine number from the machine configuration to auto populate into the machine delivery service record.

Created 24 Oct 02:41 by Mark Knight

iQuote / API, Data or Reporting

0 Needs more votes
1 Vote

Add Source Group filter similar to SalesLink

Add Source Group filter similar to SalesLink

Created 26 Jul 16:40 by George Norton

iQuote / Integrations

0
2 Vote

Ability to write/copy Base Model structure in Model Admin across divisions

This is for Model Admin, but it's not in the menu. It would be nice to have the option to set up the Family/Base Model/Model structure and copy it from Division to Division instead of doing it manually. This would allow us to maintain it once, vs....

Created 11 Jul 14:18 by Mike Love

iQuote / New Functionality / User Experience and Useability

0
1 Vote

Cat Configurator Enhancements

An update v2 that allows users the option of configuring additional work tool options as part of their machine configuration session. This is an optional update but many dealer users may find it useful in the tool. Current functional requirements ...

Created 19 May 22:30 by Jayme James

iQuote / Integrations

0
1 Vote

Rental Quotes - Ability to build rental quotes by model/rental class instead of by stock number

We need a simple way to quote 4week/weekly/daily rates by model or rental class. This is how the industry quotes rentals and we don't have that capability today.

Created 16 May 16:43 by Corbin Buchholz

iQuote / New Functionality

0
2 Vote

Incorporate Forms to be part of the Sale/RPO Agreement Document

It would be awesome, if there was a way for a dealer Or Uptake to upload (and manage) forms that were part of their "agreement package" so when the agreement is created, it also creates these forms. Example - Tax Exemption; if a quote is dictated ...

Created 24 Apr 20:41 by Kelly Kotara

iQuote / New Functionality

0
2 Vote

Not to wrap lines in the Local Items table

When selecting a line item from the Local Items table, it wraps the text into two rows on the Configuration page. This compacts the text and makes it difficult to read and interpret.

Created 15 Apr 03:23 by Daniel Hamer

iQuote / New Functionality

0
1 Vote

User defined Warranty edit function

Unable to edit User Defined warranty if you've made an error. The only option is to delete and start again, there is no ability to edit the user defined warranty. Please refer to Screen Shot User Defined Warranty

Created 04 May 23:17 by Court Laslop

iQuote / New Functionality

0
1 Vote

Trade In Details Not Populating the Quote from the Opportunity

When creating a Quote from an Opportunity, the Trade In details are not populating in to the Trade-Ins section within the Configuration tab of iQuote

Created 04 May 22:59 by Court Laslop

iQuote / New Functionality

0
1 Vote

Opportunity not reflecting the Lost Reason selected in iQuote

When updating the Quote Status to Lost in iQuote and populating the mandatory fields, the Lost Reason is not reflecting in the Opportunity that is closed when losing the deal.

Created 04 May 22:56 by Court Laslop

iQuote / New Functionality

0

CloudLink Ideas Portal

Filter by status

Filter by category

Auto populate the engine number into the delivery service record

Add Source Group filter similar to SalesLink

Ability to write/copy Base Model structure in Model Admin across divisions

Cat Configurator Enhancements

Rental Quotes - Ability to build rental quotes by model/rental class instead of by stock number

Incorporate Forms to be part of the Sale/RPO Agreement Document

Not to wrap lines in the Local Items table

User defined Warranty edit function

Trade In Details Not Populating the Quote from the Opportunity

Opportunity not reflecting the Lost Reason selected in iQuote

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

Filter by status

Filter by category

Identify yourself with your email address

Auto populate the engine number into the delivery service record

Add Source Group filter similar to SalesLink

Ability to write/copy Base Model structure in Model Admin across divisions

Cat Configurator Enhancements

Rental Quotes - Ability to build rental quotes by model/rental class instead of by stock number

Incorporate Forms to be part of the Sale/RPO Agreement Document

Not to wrap lines in the Local Items table

User defined Warranty edit function

Trade In Details Not Populating the Quote from the Opportunity

Opportunity not reflecting the Lost Reason selected in iQuote

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