CloudLink Ideas Portal

3 Vote

Competitor Info Not Pre Populating from Opportunity

When the Quote has been updated from Submitted to No Deal, Lost or Won status the Competitor information is not pre-populating that was originally entered in to the Opportunity before the quote was created.

Created 03 May 22:55 by Court Laslop

iQuote / New Functionality

0
2 Vote

MEDIA UPLOAD

Currently our technician's upload their Product Status Reports into the media tab of the work order and then also turn around and upload into Condition Monitoring application - so that our TC's can get to the PSR's if needed without needing a WO #...

Created 07 Jun 21:38 by Arlette costa

ServiceLink

0 Needs more votes
3 Vote

Can we make the Non CAT Model be a dropdown and have that screen require a Serial Number?

Need to make the non cat Model a dropdown and make the serial Number required.

Created 29 Apr 22:21 by David Amin

SalesLink / New Functionality

0 Needs more votes
3 Vote

Parts and Service Leads Estimated Revenue

When linking a quote to a lead can the "ESTIMATED REVENUE" under the PRODUCT DETAILS at the bottom portion of the lead detail only show PARTS revenue and leave the Est. Revenue in the Lead details to (include Parts and Labour) as it does now (no c...

Created 28 Apr 23:28 by Lori Ciccarelli

SalesLink / Integrations / New Functionality

0 Needs more votes
5 Vote

Add cell phone data to contact information

SalesLink Flex currently has the contact's phone # mapped to the office phone. We would like to display the cell phone number as well. The app should identify which number is the office and which number is the cell phone. Also it should allow the ...

Created 12 Feb 18:07 by Jessica Mayher

SalesLink Flex

1 Already exists
5 Vote

Ability to filter equipment by division in the sales icon

When viewing equipment from inventory via the sales icon, the list pulls in the entire equipment family list, for all divisions. We would like the ability to filter by division.

Created 12 Feb 18:02 by Jessica Mayher

SalesLink Flex

1 Already exists
3 Vote

Need UCID Extra Detail field to be searchable and referenced in Advanced Search reporting

We need to be able to search by UCID and have the UCID listed in Advanced Search reports such as the Account List.

Created 26 Apr 22:51 by Court Laslop

SalesLink / API, Data or Reporting

0 Needs more votes
3 Vote

Change map to meaningful pins like older version

Google map pins can be edited. Currently the map pins are similar color and don't have any identifying letter (S=Store), etc .Change them back to the way the previous version was. See attached. We have two pins that are almost exactly the same col...

Created 26 Apr 22:49 by Joe Swayne

ServiceLink / User Experience and Useability

0 Needs more votes
5 Vote

Improve info. flow to help with CQI initiative

CQI is a big initiative with Cat and Dealers and there are multiple opportunities to improve Uptakes applications relative to info. flow. These things need to happen very quickly. See below: 1) Set up a configuration to require a minimum of a pr...

Created 29 Jan 14:56 by Mike Love

iQuote

3
2 Vote

Need the ability to transfer deals won to prospect customers to DBS customers

When deals are won in iQuote to a prospect customer we want the ability to transfer these to a DBS customer when it is available. This would also apply to PSQ quotes won to a prospect customer.

Created 24 May 00:10 by Mark Knight

COTI

0

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