CloudLink Ideas Portal

5 Vote

Include Estimated Close Date in Opportunities overview

To show the estimated close date in the opportunities overview in SalesLink Flex

Created 03 Dec 06:31 by Paul Meyer

SalesLink Flex

0 Needs more votes
17 Vote

Add in Cat Interact functionality to share quotes directly with customers and receive customer responses

Ability to share quotes directly with customers, receive any customer feedback and also have digital authorisation to proceed with quoted work. All can be tracked and documented within the PSQ quote using Cat Interact

Created 26 Apr 05:13 by Dan Ham

PSQuoter

0 Needs review
11 Vote

Work Order Urgency Selector for Overview Page

The "Urgency" field in the Work Order Header Maintenance screen should be included in the work order Overview screen so users can assign and manage the priority of the work order. 1 = Urgent 2 = High 3 = Medium 4 = Low

Created 07 Feb 00:44 by Shannan Jackson

ServiceLink

1 Needs more votes
6 Vote

Update uninvoiced machine serial number details from DBS into COTI via the stock number

For machines in stock and on order that have not been invoiced update the serial number using the stock number. Ideally this would be a live update. Refer to ticket 3581498696 that states "For deals not to be invoiced during this overnight batch, ...

Created 08 Oct 01:43 by Mark Knight

COTI

2 Needs clarification
1 Vote

Having a pop-up display of previous invoices/work orders where same part was ordered.

Having a pop up or a notification of sorts be initiated to show that the part being ordered on a current work order segment has been previously ordered against the machine within a certain timeframe to avoid possible charging customer(s) for items...

Created 11 Jun 20:26 by Chris Hancock

ServiceLink

0 Needs more votes
2 Vote

Ability to have File Attachments / hyperlinks added to the Customer Service Report

To have a similar field like the Warranty Report on a Customer Service Report to show all file attachments and have them hyperlinked to view. Also have the ability to choose what files you can show to the customer.

Created 22 Apr 02:59 by Luke Williams

ServiceLink

0 Needs more votes
10 Vote

New work order view

the ability in the service pipeline for the Work in progress table to have an "opened this week" field to show newly created work orders for the selected store

Created 12 Mar 02:16 by Travis Satur

ServiceLink

1 Needs more votes
9 Vote

Technician data visability

Technician data visability - Make it possible to add aditional items on the Technichian user profiles to capture things such as tech A/C licenses, site inductions, contact details etc.

Created 29 Apr 06:19 by Travis Satur

ServiceLink

1 Needs more votes
1 Vote

Enable More Dynamic Bulk Lead Uploads to Campaigns

Allow multiple bulk lead uploads to the same campaign without creating duplicate lead records. Enable assignment of different rep types within a single bulk upload, or support rep type designation per lead in the upload file.

Created 10 Jun 16:24 by Kelly Burrell

SalesLink

0 Needs more votes
3 Vote

Ability to add Equipment Estimated Receipt Date Data in Inventory Field

This request is to add Equipment Estimated Receipt Date Field (date the equipment will arrive at our branch) to the SalesLink > Equipment > Note field or new Inventory field.

Created 28 Feb 14:11 by Aaron Raebel

Inventory

3 Needs clarification

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