CloudLink Ideas Portal

1 Vote

Add "In Branch Date" Column for all Inventory Tabs

Add "In Branch Date" Column for all Inventory Tabs (Machine - Inventory & Orders, Machines - Inventory, Attachment - Inventory & Orders, Attachments - Inventory, and All Inventory & Orders).

Created 20 Oct 15:16 by Aaron Raebel

Inventory

0 Needs review
4 Vote

Automate Form Population from iQuote

It would help if forms needed in COTI automated populated with data from iQuote where applicable. Examples include Certificate of Machine Acceptance, Sales and Use Tax resale certificate, Ag sales and use tax exemption certificate, Lube Maintenanc...

Created 09 Mar 16:42 by Priscilla Fuentes

iQuote / New Functionality

0
3 Vote

Ability to copy quote on SOLD unit to a quote under same base model

Currently, you cannot copy a quote on a unit that is no loner in inventory. I'd like to have the ability to copy the quote under the same base model it was originally quoted under, but the system should require you to either select an inventory it...

Created 20 Jan 19:22 by Kelly Kotara

iQuote

0
3 Vote

Integrate Cat's "Remote Services to help diagnose and troubleshoot from their desk

Ferreyros. Other dealers have wanted to see non-reporting assets in EL/CMP as well so maybe this should be considered in the Roadmap

Created 16 Jan 18:24 by Darren Carter

EquipmentLink

0
3 Vote

COTI: Exceptions tab on COTI shows options to view Active Sales Shipping Activity and Rentals without Agreement No.

Steps: Navigate to COTI.Select Role Order Coordinator.Navigate to Exceptions tab. Expected Result: On Prem instance has Rentals without Agreement No and Active Sales Shipping Activity. Current Experience We do not have those in CloudLink.

Created 08 Jan 20:00 by Uma Ramachandran

COTI

0
1 Vote

Download Excel of All Group Data

Currently in Condition Monitoring Portal you can only download an excel file of an individual group. To have all groups you have to individually download each group into its own excel file.

Created 10 Oct 14:49 by Austin Black

Condition Monitoring Portal

0
2 Vote

Add arrival date to the road map for field jobs

Shop jobs use the Promise Date and Est. Unit Arrival Date fields as indicated by the clock icon and road icon to populate the roadmap. Field jobs only use the promise date field in the road map. The arrival date field does not populate the roadmap...

Created 18 Nov 15:14 by Russ Holindrake

ServiceLink / User Experience and Useability

2
2 Vote

Make the "Remove All Pending Events" be just for Pending

Currently, when assigning a template and the "Remove All Pending Events" box is checked, it is also removing Missed Events. Either make it only remove pending or change the title to "Remove All Pending and Missed Events".

Created 08 Nov 14:17 by Tonya Blessing

EMT

0 Needs more votes
3 Vote

Spend some development time to align in functionality and the technical side that PSQ and SVL share the same functionality around segments, misc and especially parts

No description provided

Created 29 Nov 09:25 by Brent Christensen

ServiceLink

0
3 Vote

Work with a few dealers to understand what DBS functionality that SVL does not handle and have a plan to implement it. I know we have an idea, this is to dig into more details and have a plan to make the changes and work with Accenture

No description provided

Created 29 Nov 09:24 by Brent Christensen

ServiceLink

0

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