CloudLink Ideas Portal

1 Vote

To have the ability to forward blogs to a new user to the blog chain

Allow the user to add new users to a blog chain instead of having to create a new blog to include a new user to the conversation

Created 20 Dec 03:47 by Travis Satur

ServiceLink

1 Needs more votes
1 Vote

Colour coding for Warranty work orders

Currently, our schedule differentiates revenue and internal work orders using distinct colors, which has proven to be highly effective in quickly identifying and prioritizing tasks. However, warranty work orders are not visually distinguished in t...

Created 20 Dec 03:32 by Travis Satur

ServiceLink

1 Needs more votes
5 Vote

Add Customer Requested Start Date field to ServiceLink

We are requesting to add a new field to ServiceLink for Customer Requested Start Date and an API to report that data back to us. We would like it to be a calendar field with the ability to have a default date set or be left blank.

Created 30 Aug 18:20 by Melissa Bonney

ServiceLink

2 Planned - to be scheduled
9 Vote

Copy revisions to existing quotes

Can we add an option in the Revision Actions drop down to copy a revision to an existing quote. Since it is difficult to view and bring in revision(s) from a quote that has a lot of revisions and segments. Also, copying the whole quote does not br...

Created 09 May 13:33 by Kaelah Sherman

PSQuoter / Integrations

0 Needs more votes
2 Vote

Improve the visibility/accuracy of customer credit situation in Sales Link/Texada Suite

We previously asked for a quote to customize this and were told to add it to ideas portal: Our finance leaders are having issues with the fact that the Sales Link AR screen customized for William Adams only shows invoices and AR buckets from Unit ...

Created 14 Aug 03:09 by Jonathan Slome

SalesLink

1 Needs clarification
4 Vote

Partstore limitation on 250 part lines

There is a maximum of 250 part lines that can be transmitted to partStore. Anything above 250 parts MUST be requested separately with a different parts document number as per Accenture

Created 04 Dec 22:01 by Stephen Cavanagh

PSQuoter

0
9 Vote

Need option to mass-change leads/opps to other stages in SalesLink

SubjectNeed option to mass-change leads/opps to other stages in SalesLinkDescriptionCaterpillar has started sending us a unique PSE lead for EVERY machine ID, and this has dramatically increased the number of Leads our internal team has to manage....

Created 15 Mar 17:33 by Janet Perry

SalesLink / Integrations

1 Needs more votes
1 Vote

would like a pop up in iquote to inform salesman to check notes and docs in saleslink client acct

We would like a pop up message to appear to the salesman when they go to do a quick quote or quote in iquote... which either directs them to look at notes and docs on the saleslink acct level or shows the notes and docs in the pop up

Created 13 Dec 20:58 by Janet Perry

iQuote

1 Needs clarification
1 Vote

We need to make a field called Data Sheet GP% editalbe, it used to be and something changed

the field in coti of data sheet GP % was editable by sales managers, we need this ability for edit to be turned back on refer to CLA-35147

Created 13 Dec 19:38 by Janet Perry

COTI

0 Planned - to be scheduled
1 Vote

Push correct contact type to Cat Interact

Currently, the phone number that pushes to Interact is the desk phone, but Interact interprets as the mobile phone. We also want to be able to push the email address from ServiceLink to Interact as well.

Created 12 Dec 17:11 by Melissa Bonney

ServiceLink

0 Needs more votes

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