CloudLink Ideas Portal

10 Vote

Link the sales model (price model) in iquote to the equipment in DBS using the price model not display model for new machines

Change the mapping when iQuote maps to the equipment in DBS to map using the price model and not the display model for new machines

Created 07 Sep 02:24 by Mark Knight

iQuote / Integrations

6 Needs more votes
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

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
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
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

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
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
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

When reviewing notes and trying to tick each box to print on the customers invoice, it is really hard to see, the font is very small and its very easy to miss ticking a box. Without having to maximise the zoom on my screen can the text box font be automatically larger?

The pop-up window when the user click on Notes is too small and the text is small, which makes it difficult to read and select. Making this bigger will assist the end user to make the right choice on the internal or external notes.

Created 26 Mar 03:20 by Dayton Robson

ServiceLink

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

CloudLink Ideas Portal

Filter by status

Filter by category

Link the sales model (price model) in iquote to the equipment in DBS using the price model not display model for new machines

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

Push correct contact type to Cat Interact

ADD Blog tab to PSQ similar to ServiceLink

CMP - Assigned To Filter

Associate a UCC record with a lost quote.

Quotes with CSA Reporting

Automatic PARs Scheduling for sales reps

When reviewing notes and trying to tick each box to print on the customers invoice, it is really hard to see, the font is very small and its very easy to miss ticking a box. Without having to maximise the zoom on my screen can the text box font be automatically larger?

Show Future Programs as Options when Selecting Future Delivery date

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

Filter by status

Filter by category

Identify yourself with your email address

Link the sales model (price model) in iquote to the equipment in DBS using the price model not display model for new machines

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

Push correct contact type to Cat Interact

ADD Blog tab to PSQ similar to ServiceLink

CMP - Assigned To Filter

Associate a UCC record with a lost quote.

Quotes with CSA Reporting

Automatic PARs Scheduling for sales reps

When reviewing notes and trying to tick each box to print on the customers invoice, it is really hard to see, the font is very small and its very easy to miss ticking a box. Without having to maximise the zoom on my screen can the text box font be automatically larger?

Show Future Programs as Options when Selecting Future Delivery date

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