CloudLink Ideas Portal

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
1 Vote

Populate commodity type to PSE Leads

Develop a PSE to Dealer Commodity mapping table (or modify the existing table) into SalesLink to allow the system to populate our Commodity type into the PSE leads in SalesLink.

Created 01 Apr 03:44 by Mark Courtenay

SalesLink

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
2 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
19 Vote

Quotes with CSA Reporting

Caterpillar is requesting details of Quotes and Won deals that contain a CSA. What would be the process to get an exception report for deals submitted with CSA details? We have a report for deals sold with a CSA, but not one that shows % quoted (o...

Created 29 Nov 16:03 by Jayme James

iQuote

6
4 Vote

Associate a UCC record with a lost quote.

Background UCCs count as a loss. So too do quotes in "Lost" status. As a result, losses are double-counted. Solution Sales reps and sales managers who use iQuote and SalesLink can now associate a closed quote with a UCC record.

Created 09 May 09:53 by David Vuong

SalesLink

0 Needs more votes
12 Vote

Show Future Programs as Options when Selecting Future Delivery date

When quoting with an estimated delivery date in 2022 iQuote does not pull in the 2022 programs. It only shows 2021 available.

Created 13 Dec 15:43 by Joseph Abbas

iQuote / Dealer Idea / New Functionality

6 Planned - to be scheduled
3 Vote

Automatic PARs Scheduling for sales reps

The vision is for the system to generate a suggested customer visit schedule for all sales representatives and automatically add it to their calendars. This schedule needs to take into account the amount of visits the sales representative has to e...

Created 21 Aug 17:50 by Luis Morales

SalesLink

0 Needs more votes
1 Vote

CMP - Assigned To Filter

To be able to filter the "Assigned To" field in the CM Case. Currently, users can only filter by the "Owned By" person.

Created 28 Mar 20:20 by Taylor Petti

Condition Monitoring Portal

0 Needs more votes
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

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