CloudLink Ideas Portal

1 Vote

Locking CAT Consist Components - Sales Rep Access

Preventing users with Sales Rep access to removing CAT Components from the machine consist would be a way to stop sales reps from deleting items from a machine consist. This is critical as, sales reps can currently decide what they can add or remo...

Created 11 Apr 23:43 by Daniel Hamer

iQuote

0
1 Vote

Campaign assignment flexibility for leads our of CMP and from ZIFT. Perhaps create a secondary source field?

Couple of issues: CMP - Leads are locked down to a source and cannot be changed in order to assign to a campaign. We are using the campaign functionality to try and track leads/opps generated out of completing the Cat Inspect App inspection. These...

Created 05 Apr 14:42 by Mike Love

SalesLink

0 Already exists
1 Vote

Allow a the Sales Coordinator role to function as a Sales Rep

Part of the sales coordinator role at our dealership is to help facilitate the sale of a machine/work tool. Part of that includes helping the rep in COTI when necessary. I'd like the sales coordinator role to be able to function as a sales rep wit...

Created 01 Apr 19:40 by Kelly Kotara

COTI

2 Already exists
1 Vote

Users Should be able to Delete or Update documents they uploaded

Currently, only administrators are allowed to delete or edit a document that has been uploaded in COTI. I'd like to grant the ability for a user to delete or edit ONLY the documents they uploaded (or even allow it to be tied to the role). If a sal...

Created 01 Apr 19:37 by Kelly Kotara

COTI

0 Already exists
1 Vote

Default Account Contact Address to Physical Address instead of Billing Address

We should be able to change the default address of Contacts both old and new to the Physical Address of the Customer account instead of using the billing address. There are several instances where the billing address is not the correct address for...

Created 21 Mar 15:10 by Bryan Nelson

SalesLink / New Functionality

0 Needs more votes
1 Vote

Value Selling Tools Integration

I'd like to see some integration within iQuote to be able to better utilize CAT's Value Selling Tools (Value Estimating Tool, Unique Selling Propositions, ect) so they can be included as part of the quote document or part of the documents area.

Created 18 Mar 14:57 by Kelly Kotara

iQuote

1
1 Vote

Make Extended Description, Parts #, Vendor, Segment, and SMCS Fields in Base Model Table Optional

Those fields are only applicable to CAT dealerships and thus force others to enter meaningless info to complete the entry process.

Created 14 Mar 17:37 by Jake Wolinsky

iQuote

0
1 Vote

Local Items - Less mandatory fields

Is it possible to make these fields not mandatory? We don't use these since we are AG not Cat, it would be nice to not have to put in another character to continue on.

Created 08 Mar 22:11 by Deleted User

iQuote

0
1 Vote

Add drop down list option for selecting Stock # and Serial # from inventory in Deal Details

Presenting users with an alphabetical drop down list of machines in inventory would help prevent typos and errors in reporting. Since the nightly batch job in COTI that looks for a matching invoice# in DBS keys off of Stock#, it would be helpful i...

Created 05 Mar 15:38 by Deborah Styring

COTI / New Functionality

2 Needs more votes
1 Vote

In the payment section of IQuote add a description field and a dollar value field above the tax line. We would like the ability to add a doc fee on our quotes.

It would be helpful in providing an accurate sales price to Cat Finance which includes tax on the doc fee.

Created 23 Feb 00:15 by Joanie Nicks

iQuote

0

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