CloudLink Ideas Portal

1 Vote

Add additional attachment/work tool pricing configuration

We would like to see an enhancement to iQuote, or a configuration added that allows you to pull in attachments from inventory, or Cat Price List and give the user the ability to add a sales price that will show on the quote so they can be itemized...

Created 05 Jul 14:17 by Mike Love

iQuote / New Functionality

0
1 Vote

Allow CAT work tools to be discounted at the same discount rate in the quote header

When we have to quote a different discount rate for larger customers/corporate, etc., the current quote format will discount everything on the quote according to the new/different rate, EXCEPT for the work tools, which remain discounted at 28% dea...

Created 17 May 15:57 by Deborah Styring

iQuote

2
1 Vote

opportunity filter that shows closed opps

having this filter , will allow clarity for end users to see all opps

Created 16 May 16:34 by Deleted User

SalesLink

0 Will not implement
1 Vote

Allow default filters to be set in iQuote

We'd like the ability to be able to set default filters in iQuote much like you can in COTI. Being able to choose which filters our users see and ability to rename them would be a great functionality as well.

Created 25 Apr 13:45 by Kelly Kotara

iQuote

0
1 Vote

Need ability/configuration to make Trade Section of COTI not editable by certain user roles

We are experiencing some problem with trade equipment information being removed causing a problem with the checklist that is tied to that info. We need the ability to make these fields and the YES/NO radial buttons not editable by certain roles.

Created 13 Apr 14:26 by Kelly Kotara

COTI

0 Already exists
0 Vote

Financials Export Needs to Include the Estimated Delivery date

When I export our Accounting year for backlog projections the estimated delivery date is not included in the export. We need this column of information added.

Created 16 Feb 21:23 by Sara Drainer

COTI / API, Data or Reporting

0 Needs more votes
0 Vote

Opportunity Stage Issue - Flex app

Original Ticket TOR-44205 Created 02/07/2020 By Account Foley Equipment When trying to change the status of an opportunity via the Flex app, a message comes up stating you can not change the stage until you choose one product (see attached screens...

Created 04 Dec 01:24 by Court Laslop

SalesLink Flex

0 Will not implement
0 Vote

Hyperlink for phone numbers in SalesLink Flex app not working

Original Ticket TOR-59647 Created 01/11/2021 By Account WesTrac - Australia Hi team - is there a reason the phone number fields in the SalesLink flex app can't be clicked on to trigger a phone call? We have hundreds of leads for prospect customers...

Created 04 Dec 01:24 by Court Laslop

SalesLink Flex

1 Already exists
0 Vote

Deprecate Templates

Original Ticket TOR-56577 Created 22/07/2021 By Account WesTrac - Australia Remove all of the Template functionality.

Created 04 Dec 01:11 by Court Laslop

iQuote

0
0 Vote

Extras - change so that the default is NZD

Original Ticket TOR-59508 Created 26/10/2021 By Account Terra CAT We would like NZD set as the default when adding Extras in iQuote, currently it is set to blank and you need to then select NZD or USD. We don't intend to use the USD option so if w...

Created 04 Dec 01:11 by Court Laslop

iQuote

0

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