CloudLink Ideas Portal

4 Vote

TO and FROM date fields now use a single date range UI component

Be able to have a single field that captures a date range - Currently we can only setup 2 different static date fields for a planned start date and planned end date of a particular task but would like to have a single field that allows a date rang...

Created 01 May 03:43 by Daniel Matthews

COTI

4 Scheduled
6 Vote

Allow all users access to submit notes without making them an Admin in Equipmentlink

You can submit notes in Condition Monitoring in the Notes section but you have to be an Admin in Equimentlink in order to have a Submit Note button. Give this feature to all users without making them an Admin.

Created 23 Oct 20:40 by Tonya Blessing

Condition Monitoring Portal

0
2 Vote

Ability to add technicians from other stores into the scheduling view

Currently in the scheduling section of servicelink if you have a filter on for a specific store the tech selection will only allow you to view techs assigned to that store - we need to have the ability to add techs or apprentices into a schedule v...

Created 18 Oct 03:38 by Travis Satur

ServiceLink

0 Needs more votes
6 Vote

ADD Blog tab to PSQ similar to ServiceLink

ADD a blog tab to PSQ similar to the BLOG in ServiceLink. When the Quote is won and the work order is created from the Quote or the Quote is attached to a Work Order, copy the PSQ BLOG to the ServiceLink BLOG.

Created 13 Oct 13:41 by Joe Swayne

PSQuoter

0
5 Vote

Amend a won quote in iQuote that updates COTI.

A simple method to make changes to a Won quote in iQuote that will update COTI. Currently the deal has to be cancelled then the quote re-opened the changes made and the quote re-won again.

Created 09 Jan 07:41 by Mark Knight

COTI

0 Needs more votes
1 Vote

Bulk delete opportunities / leads, activities, and issues

After accidentally batch creating leads, it is currently not possible to bulk delete them.

Created 14 Jan 16:52 by Stephen Cavanagh

SalesLink / Internal Idea

0 Planned - to be scheduled
1 Vote

Enhance EquipmentLink to report on whether a serial number's data comes from CAT Daily vs VisionLink

This would allow the customer to troubleshoot why they are or are not seeing utilization information, reducing tickets

Created 14 Jan 15:31 by Deborah Babington

Condition Monitoring Portal / Dealer Idea

0 Scheduled
2 Vote

UCC BuyZIP Enhancements

1) Create a file export for easier review of UCC BuyZIP to SalesLink Customer Number assignment. Or create search by ZIP or SalesLink Customer Number assignment. Current process is very manual and not easy to use. 2) Create a batch upload to chang...

Created 11 Oct 16:13 by Nick Gluski

SalesLink

0 Needs more votes
4 Vote

Export of all Machines in a Fleet Report

To add an export option in Fleet Reports to export all machine serial numbers that are currently enrolled in a fleet report and the fleet report they are enrolled in.

Created 04 Apr 15:01 by Krista Schraufnagel

Condition Monitoring Portal

1 Needs more votes
5 Vote

Use financial parent credit instead of customer credit for DBS Version 5

For dealers on DBS 5, they would like us to the customer's financial parent credit when checking credit if it is present, else use the customer credit.

Created 29 Dec 21:28 by Phil Mau

ServiceLink

0 Planned - to be scheduled

If you would like to submit an CloudLink product issue or bug, please visit our Customer Support Portal

For support questions related to the CloudLink Ideas Portal, please contact CloudLink Customer Support