CloudLink Ideas Portal

2 Vote

Ability to write/copy Base Model structure in Model Admin across divisions

This is for Model Admin, but it's not in the menu. It would be nice to have the option to set up the Family/Base Model/Model structure and copy it from Division to Division instead of doing it manually. This would allow us to maintain it once, vs....

Created 11 Jul 14:18 by Mike Love

iQuote / New Functionality / User Experience and Useability

0
1 Vote

Auto populate the Delivery Location field in COTI from iQuote - Quote Editor Delivery field

To automatically populate Delivery Location field in COTI using the data entered at the quote stage in iQuote - Quote Editor tab - Delivery field

Created 29 Jul 05:26 by Rachel Whitelaw

COTI / Integrations

0 Needs more votes
1 Vote

Add Source Group filter similar to SalesLink

Add Source Group filter similar to SalesLink

Created 26 Jul 16:42 by George Norton

PSQuoter / API, Data or Reporting

1 Needs more votes
1 Vote

Add Source Group filter similar to SalesLink

Add Source Group filter similar to SalesLink

Created 26 Jul 16:40 by George Norton

iQuote / Integrations

0
2 Vote

Request Alerts needs to add "Reason Notes"

The current alert received when a request is completed shows everything but the notes. It would be helpful to show everything within the request to refresh the memory of the user who made the request. Please reference the attachment for more details.

Created 03 Jul 18:00 by Matt Albanese

SalesLink / User Experience and Useability

0 Needs more votes
2 Vote

Add export to excel buttons

Currently, there are no pages in Customer Hierarchy that you can export. The application is a read-only tool. Please add some export buttons to equipment profile, customer structure, etc.

Created 01 Jul 15:16 by Jessica Mayher

Customer Hierarchy / Dealer Idea

0 Needs more votes
2 Vote

Uploading Document should update "last updated" date

The last updated date should be impacted by a document being uploaded, checklist being marked off and other changes that impact where that deal is in COTI, not just changes to deal details.

Created 01 Jul 14:41 by Kelly Kotara

COTI

0 Already exists
1 Vote

Is it possible to color code fleet vehicles by branch location?

Right now all fleet vehicles are respresented in the jobsite map with a yellow pin. It would be a lot easier to indicate what vehicles belong to a specific branch when dispatching so you can see who is closest to the jobsite.

Created 13 Jul 21:43 by Arlette costa

ServiceLink / New Functionality

0
2 Vote

Would like a button to 'mirror' or 'copy' and influencer to another division

We have some reps that are assigned to multiple divisions (e.g. Heavy Equipment and Compact Construction Equipment) where the influencer information should be the same. As we are having our reps update all of their information in SalesLink, it has...

Created 07 Jun 17:50 by Deborah Styring

SalesLink

2 Already exists
2 Vote

Lead to opportunity process - make the probability of closing configurable when lead is moved to an opportunity

When creating a lead currently you do not need to enter Probability Of Closing and the logic defaults it to 2 (medium) when transferring the lead to an opportunity - and that is not configurable. We want the logic to default to blank and require t...

Created 08 May 19:33 by Jessica Mayher

SalesLink

1 Already exists

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