CloudLink Ideas Portal

1 Vote

To have the ability to forward blogs to a new user to the blog chain

Allow the user to add new users to a blog chain instead of having to create a new blog to include a new user to the conversation

Created 20 Dec 03:47 by Travis Satur

ServiceLink

1 Needs more votes
6 Vote

Gatekeeper - Management of Parent/Child requests

Fully enable the management of Parent/Child accounts in Gatekeeper through semi-automatic functionality. Assign/Deassign child accounts and push request to DBS

Created 27 Aug 20:17 by Erica Gladden

SalesLink / Dealer Idea / Integrations / New Functionality

1 Needs more votes
9 Vote

Add Customer Email Address to Agreement Editor Section of the Quote

Caterpillar is requiring email addresses for loyalty surveys and many other items. We need to be able to collect email addresses in iQuote on the sales order. Right now, in the Agreement Editor section of the quote we require the Customer Contact ...

Created 30 Aug 16:13 by Tony Lucini

iQuote / Dealer Idea

2
2 Vote

Add functionality to hold the Std Jobs list in place so you don't have to restart the search process each time.

Add functionality to hold the Std Jobs list in place so you don't have to restart the search process each time.

Created 16 Apr 05:50 by Mark Knight

iQuote

0 Needs more votes
7 Vote

Expiring Warranty Report Use expiring date or SMU which ever comes first

Currently the expiring warranty report is only generated by the date but would be nice if it also used the expiring SMU

Created 10 Dec 07:35 by Craig Pilcher

SalesLink / Dealer Idea

1
1 Vote

would like a pop up in iquote to inform salesman to check notes and docs in saleslink client acct

We would like a pop up message to appear to the salesman when they go to do a quick quote or quote in iquote... which either directs them to look at notes and docs on the saleslink acct level or shows the notes and docs in the pop up

Created 13 Dec 20:58 by Janet Perry

iQuote

1 Needs clarification
1 Vote

Have spell check enabled in all Texada modules

Having spell check integrated across all Texada modules, including Service Link & PSQ. The spell check function works if you're using Chrome and have the settings as Enhanced Spell Check. Edge doesn't work at all. I feel this functionality sho...

Created 11 Dec 05:43 by Luke Williams

ServiceLink

2 Needs more votes
8 Vote

Make Standard Extras dealer manageable & add to Model Admin

Currently, if I want to add a standard extra it has to go through the helpdesk which takes up Uptake support resources and doesn't happen as quickly as we'd like it too. It would be nice to allow the dealer to add/deactivate these as needed. Since...

Created 02 Mar 22:39 by Kelly Kotara

iQuote / Dealer Idea / User Experience and Useability

1
8 Vote

Model Admin Improvement to handle CAT changes

To help with some challenges we are having w/ model admin due to CAT's recent nomenclature changes: add column/ability to deactivate a model (either base or display) so it will no longer show up on the drop down menus add a column/ability to assig...

Created 02 Mar 21:59 by Kelly Kotara

iQuote / Dealer Idea

1
2 Vote

Ability to Mark Quotes as NO DEAL in Mass

Have the ability to close out old quotes in mass when a rep has left the company, like closing past due activities or opportunities without linked quotes in mass.

Created 03 Apr 22:08 by Janet Colley

iQuote

1 Needs more votes

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