CloudLink Ideas Portal

1 Vote

Gatekeeper - Ability to edit incomplete and invalid change requests for re-pushing to DBS

Ability to edit incomplete and invalid change requests for re-pushing to DBS

Created 15 May 20:03 by Hector Catre

SalesLink

0
1 Vote

Gatekeeper - Ability to edit requests submitted to Gatekeeper prior to pushing to DBS

Ability to edit requests submitted to Gatekeeper prior to pushing to DBS

Created 15 May 20:02 by Hector Catre

SalesLink

0
1 Vote

need a pull indicator for sales team list to let people know that they should pull left

No description provided

Created 14 May 19:28 by Hector Catre

SalesLink Flex

0
1 Vote

Add more detail to AR information in SalesLink

We have to go after outstanding AR for the PSSR team. We can see the aged AR, however, it would be nice if it could pull in the following information into the AR screen: DBS Document Number Work order Parts Counter Document Number Model Serial

Created 13 May 21:13 by Paul Phillips

SalesLink / Dealer Idea

0
1 Vote

Have 'Key Dates' field adjust to show full date on all screen resolutions

While working remotely on my laptop, myself and others don't have the ability to see the full dates showing in 'key dates' field. I was told this was due to the application not supporting screen resolution below 1400x722.

Created 11 May 21:46 by Zachary Czarnecki

COTI / Dealer Idea

0
1 Vote

Create a blank option in F.O.B. At Field under Agreement editor

We utilize the F.O.B. At field to indicate which store a machine on order needs to ship to from the factory. We changed it to default to "Same as Ship to" instead of the default branch/location the rep has set up but I'd like to see an option of b...

Created 06 May 19:57 by Kelly Kotara

iQuote / Dealer Idea

1
1 Vote

Able to enter activities for prior date/month

There are times where sales reps can't get to entering an activity on the same day it happens.

Created 04 May 18:57 by Erica Gladden

SalesLink Flex / Dealer Idea

5 Already exists
1 Vote

Order of activities on rep's calendar

In a rep's calendar on the Day view, the order of how activities appear are in chronological order, regardless of the status of the activity. Is there any way to have the completed activities move to the bottom? A lot of our reps don't actually se...

Created 29 Apr 20:18 by Jessica Mayher

SalesLink / Dealer Idea

0
1 Vote

Notes from Configuration to flow through to Build Up Document

When creating a build up document in documents tab in iQuote, specific notes regarding the customers requirements are added to the configuration page. We want the notes from the bottom of the configuration page to flow through into the PDF build u...

Created 23 Apr 02:08 by Darren McAllister

iQuote

1
1 Vote

Add the Leaving CAT Factory Column in the Shipped Before Credit Released page

Reproduction steps:Navigate to COTI.Select Warranty Role.Navigate to Exceptions - Shipped Before Credit Release Tab. Request:Leaving CAT Factory Column in the Shipped Before Credit Released Page.

Created 17 Apr 20:31 by Hector Catre

COTI

0

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