CloudLink Ideas Portal

6 Vote

Mobile Phone version of COTI

Some of our users would like to use COTI from their mobile phones when on the go.

Created 02 Nov 19:57 by Bryan Nelson

COTI / New Functionality

1 Will not implement
5 Vote

Improve the Price List Increase Adjustment Functionality in iQuote

Currently, the price list increase adjustment functionality can either be set on individual quotes by the sales rep or by an admin person in the model config section of iQuote. When year end approaches and CAT releases next years price increases w...

Created 17 Dec 21:30 by Tony Lucini

iQuote

4
5 Vote

Cat Equipment Requests Add/Edit- connect to SIMSi for accurate equipment information

It would be a great feature when adding or editing Cat Equipment that the data pulls in from SIMSi once the serial number is populated.

Created 09 Dec 22:10 by Tracy DiStefano

SalesLink

3 Needs more votes
5 Vote

Bring in all VIsionLink/Cat Daily data into EL, this includes Asset, engine, utilization etc. Also look at calculating fuel usage trends, working trends. There is a lot of valuable data that we don't utilize and make available

No description provided

Created 29 Nov 09:19 by Brent Christensen

EquipmentLink

1
1 Vote

Add a field on the project summary page labeled estimate amount

To add field on the project summary page for estimated services and materials.

Created 25 Jun 13:04 by Brett Porterfield

iMacs

0 Needs more votes
1 Vote

Create Sales Agreement Number prior to invoicing

The idea is to generate the sales agreement number prior to the star of the invoicing process.

Created 25 Jun 12:57 by Brett Porterfield

iMacs

0 Needs more votes
1 Vote

Need a field added to imacs to track the sales agreement number

The idea is to add a field in iMacs to track the sales agreement number as at present there is not a place available to do this.

Created 25 Jun 12:48 by Brett Porterfield

iMacs

0 Needs more votes
5 Vote

Parts Quote Error

Please correct. -------------------------------------------------------------------------------------- From: Wade Forrester To: Mike Kable Mike, we did a quote 69691-Rev 1 for a 990K CCR and went to download the Customer Version .pdf and this erro...

Created 18 Nov 04:46 by Hector Catre

PSQuoter

0
5 Vote

Job sites data push to DBS

Most of our customers have various job sites were their machines are located. We want to encourage activity through SalesLink and one of the features that the team want to use is to enable data to be entered into SalesLink for Job sites and this b...

Created 06 Nov 22:06 by Darren McAllister

SalesLink

0 Needs more votes
2 Vote

Quoting Templates that allow for a machine to be chosen when creating from the template

Sometimes we have units that are listed on our websites with specific configurations and/or work tools that we would like the ability to create a quote template for to streamline the process for our Sales Reps to quote these setups to customers.

Created 25 Apr 17:41 by Dylan Lightfoot

iQuote

1 Needs clarification

CloudLink Ideas Portal

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Mobile Phone version of COTI

Improve the Price List Increase Adjustment Functionality in iQuote

Cat Equipment Requests Add/Edit- connect to SIMSi for accurate equipment information

Bring in all VIsionLink/Cat Daily data into EL, this includes Asset, engine, utilization etc. Also look at calculating fuel usage trends, working trends. There is a lot of valuable data that we don't utilize and make available

Add a field on the project summary page labeled estimate amount

Create Sales Agreement Number prior to invoicing

Need a field added to imacs to track the sales agreement number

Parts Quote Error

Job sites data push to DBS

Quoting Templates that allow for a machine to be chosen when creating from the template

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

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Filter by category

Identify yourself with your email address

Mobile Phone version of COTI

Improve the Price List Increase Adjustment Functionality in iQuote

Cat Equipment Requests Add/Edit- connect to SIMSi for accurate equipment information

Bring in all VIsionLink/Cat Daily data into EL, this includes Asset, engine, utilization etc. Also look at calculating fuel usage trends, working trends. There is a lot of valuable data that we don't utilize and make available

Add a field on the project summary page labeled estimate amount

Create Sales Agreement Number prior to invoicing

Need a field added to imacs to track the sales agreement number

Parts Quote Error

Job sites data push to DBS

Quoting Templates that allow for a machine to be chosen when creating from the template

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