CloudLink Ideas Portal

3 Vote

Gatekeeper - Ability to choose equipment models via drop down and/or add missing models to DBS

Hello Uptake, I have an idea on a way to improve Gatekeeper. When adding new equipment a common error is “invalid model information”. If there is a way to create a drop down for reps to select those or for gatekeeper to automatically check and add...

Created 11 Mar 19:15 by Erica Gladden

SalesLink / Internal Idea

1 Needs more votes
5 Vote

Consider changing or allowing an option for different/multiple source of attachments out of DBS into iQuote

Need to pull from price model field because we only categorize attachments by one category in DBS. Allowing dealers to pull from different sources will give some flexibility for this.

Created 09 Mar 17:03 by Priscilla Fuentes

iQuote

1
4 Vote

Permanent search option under main menu bar

Search is the most used function in SalesLink and by hiding this behind a button slows down the process.

Created 30 Aug 06:19 by Paul Meyer

SalesLink

0 Already exists
1 Vote

Include PSE Type on Resolved Leads export

Please include the PSE Type as a field on the Resolved Leads export. This would be added in Column Y of the export next to Cat's PSE ID (ExternalReferenceNo). Currently, we have no way of reporting or measuring our leads and opportunities based on...

Created 21 Feb 22:22 by Justin VAhlborn

SalesLink

0
4 Vote

Include more fields in the equipment population forms for Power Systems equipment

We would like to see more fields in the equipment population forms. Specifically from EMPEQPD0, we would like to see KWRAT (kW-Rating) and CAP (Capacity) for Power Systems equipment

Created 28 Aug 13:16 by Jessica Mayher

SalesLink

0 Needs more votes
1 Vote

Add Secondary SMU (HRS) to SalesLink > Inventory & iQuote Pages

The Ziegler team would like to add Secondary SMU (HRS) next to the Primary SMU (HRS) in SalesLink > Inventory and in iQuote.

Created 20 Feb 14:27 by Aaron Raebel

Inventory

0 Needs more votes
2 Vote

Show serial number in "Transfer Equipment Popup" being transferred to ensure right asset is being moved

In the SalesLink equipment list, the dropdown to transfer equipment causes a box to popup to select which equipment to transfer. At the moment you just add the customer number for the asset to be transferred. If the Serial number could be shown in...

Created 19 Aug 05:01 by Darren McAllister

SalesLink

2 Will not implement
3 Vote

Lease Hours on agreement document

We would like to be able to display the hours of the lease in the Terms section of the agreement document in iQuote. Currently there is no documentation of the # of hours agreed upon for the lease unless we stick it in the Notes section which appe...

Created 08 Feb 21:41 by Jessica Mayher

iQuote / Dealer Idea

1
1 Vote

SPE - Fabick - Ability to add an URL to Safety Messages

Date of Request - Feb 12, 2024 Company requesting: Fabick Contact at company requesting: Melissa Bonney Products impacted Servicelink Purpose Provide the ability to add URLs to the Safety messages in ServiceLink Fabick wants their users to click a...

Created 13 Feb 16:26 by Yvonne Montes

ServiceLink / SOW

0 Needs more votes
3 Vote

Reservation Requests Distributed by Region

When a sales rep puts in a reservation request it would be helpful for that request to be sent directly to their specific sales coordinator instead of getting sent to ALL coordinators.

Created 21 Jan 23:33 by Danielle Ricketson

iQuote / Dealer Idea

0

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