CloudLink Ideas Portal

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
1 Vote

Edit the GP for Selected Local Items while in a Quote

Sales reps should be able to edit individual local item GP's. Allowing for only the GP that was pre-loaded is quite restrictive. Currently loaded Local Items have a set GP associated to them, but when a sales rep selects on, the GP cannot be edited.

Created 22 Feb 06:06 by Daniel Hamer

iQuote

0
1 Vote

Provide sell price for components on quote document

Certain customers require the need to view the sell price for all components of the machine that they are purchasing. Currently, only the list price can presented in the quote document. However, the list price presented is before any CAT Discounts...

Created 13 Feb 01:39 by Daniel Hamer

iQuote

1
1 Vote

User Dashboards and 'What's New' visibility

Dashboards, scorecards and visibility to team 'activities' is a huge driver for collaboration across the dealership(s). We would like the capability to (self-serve) iFrame various dashboard elements relevant to the user. Whether that's bringing in...

Created 08 Feb 17:32 by Kari Cannaday

SalesLink

0

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