CloudLink Ideas Portal

0 Vote

Default Activity Type Set to Quote Follow Up, And Fix Influencer Type Dropdown

Original Ticket TOR-59569 Created 27/10/2021 By Account Terra CAT When setting a quote to Submitted status, can we default the activity type to Quote Follow Up. Also, on the same page, the Influencer Type dropdown is not selectable. Please see att...

Created 04 Dec 01:11 by Court Laslop

iQuote

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0 Vote

Inversion of FX rate for manual update

Original Ticket TOR-60023 Created 10/11/2021 By Account William Adams CAT While we have agreed to move USD quoting from Sandbox to Production as is, preference is still to consider introducing a configuration to select whether the FX rate is enter...

Created 04 Dec 01:11 by Court Laslop

iQuote

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0 Vote

Estimated Delivery Date 2022 Not Showing 2022 Programs as An Option

Original Ticket TOR-60604 Created 30/11/2021 By Account Warren CAT When quoting with an estimated delivery date in 2022 why does iQuote not pull in the 2022 programs. It only shows 2021 available.

Created 04 Dec 01:11 by Court Laslop

iQuote

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0 Vote

Gatekeeper - Equipment Update/Create - Date Verified field mandatory

Original Ticket TOR-58988 Created 06/10/2021 By Account Carolina CAT Please make "Date Verified" field mandatory on when adding & updating equipment requests

Created 04 Dec 00:54 by Court Laslop

SalesLink

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0 Vote

Katie - Mark Equipment add as finished since Gatekeeper did not

Original Ticket TOR-60057 Created 10/11/2021 By Account Fabick CAT Could you please mark the attached highlighted request marked finished? Gatekeeper did not finish them because they have gone to Invalid and once they are in that que and I go to m...

Created 04 Dec 00:54 by Court Laslop

SalesLink

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0 Vote

Unable to attach large files

Original Ticket TOR-48844 Created 18/11/2020 By Account WesTrac - Australia A sales Manager tried to load a 600mb video file to a Customer Issue and was unable to - we had been told previously that there was no limit on size or file type for uploa...

Created 03 Dec 22:43 by Court Laslop

SalesLink

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0 Vote

Quick Search default search change

Original Ticket TOR-51367 Created 09/02/2021 By Account Hastings Deering-Australia Would it be possible to exclude accounts which are "Flagged for deletion" in the quick search option in SalesLink. As per the attached option when you search for a ...

Created 03 Dec 22:43 by Court Laslop

SalesLink

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0 Vote

SalesLink - Parts Category When Flat Rated

Original Ticket TOR-55871 Created 28/06/2021 By Account Hawthorne CAT When a work order is flat rated, does that remove the ability to categorize parts correctly? This came up because a rep noticed their Drivetrain amount was lower. When researchi...

Created 03 Dec 22:43 by Court Laslop

SalesLink

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0 Vote

Caterpillar DAT api connection

Original Ticket TOR-56464 Created 20/07/2021 By Account WesTrac - Australia Would you be able to investigate the possibility to integrate Caterpillars Digital Authorization Tools (DAT) API with Uptake via SalesLink so we can check customers data c...

Created 03 Dec 22:43 by Court Laslop

SalesLink

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0 Vote

Adding fields to Opportunity Pipeline export to Excel

Original Ticket TOR-56828 Created 03/08/2021 By Account Yancey Bros. Co. Hello,In the Pipeline panel- Opportunity Pipeline- Service- can we add more fields to the export panel to include Estimated delivery date and estimated order date? Thank you!

Created 03 Dec 22:43 by Court Laslop

SalesLink

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