CloudLink Ideas Portal

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
5 Vote

To have the same gear icon / filter settings across the whole of the ServiceLink application (also see Ticket 2125052082)

To have the same gear icon / filter settings across the whole of the ServiceLink application, and the ability to save the individual users settings (also see Ticket 2125052082)

Created 08 Jan 02:18 by Richard Betts

ServiceLink

0 Needs more votes
6 Vote

PSE Page to help identify potential PSE to sales matches

Develop a PSE page or search to show potential PSE matches to a serial number or customer number. Show Work order and Parts counter sales for 30, 60 or 90 days that may match the PSE. Display the PSE and list possible matches to the PSE.

Created 22 Sep 17:39 by Joe Swayne

SalesLink

6
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
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
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
2 Vote

Add Attachments to Activities in Flex

Add Attachments to Activities in Flex

Created 05 Nov 15:34 by Ashley Gross

SalesLink Flex

0 Needs more votes
6 Vote

Add custom dropdown field to COTI deal detail config

We have numerous "custom" fields that can be used in COTI (Date, Yes/No, Free text, number) but no way to configure a drop down with an editable list of options.

Created 06 Sep 02:06 by Sheldon Newey

COTI

1 Needs more votes
1 Vote

The logic to manage Base Model/Display Model/Compatibility Code for visibility in iQuote should be consistent in Commissions.

Change current Commissions module logic to calculate the commission on a machine regardless of if the Display Model is set up in Model Admin OR the Compatibility Code is set up in Model Admin. It should be consistent with how it works for iQuote/M...

Created 19 Feb 21:39 by Mike Love

Commissions Framework

1 Will not implement
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

CloudLink Ideas Portal

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Filter by category

Amend a won quote in iQuote that updates COTI.

To have the same gear icon / filter settings across the whole of the ServiceLink application (also see Ticket 2125052082)

PSE Page to help identify potential PSE to sales matches

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

Show Future Programs as Options when Selecting Future Delivery date

Quotes with CSA Reporting

Add Attachments to Activities in Flex

Add custom dropdown field to COTI deal detail config

The logic to manage Base Model/Display Model/Compatibility Code for visibility in iQuote should be consistent in Commissions.

Export of all Machines in a Fleet Report

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

Amend a won quote in iQuote that updates COTI.

To have the same gear icon / filter settings across the whole of the ServiceLink application (also see Ticket 2125052082)

PSE Page to help identify potential PSE to sales matches

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

Show Future Programs as Options when Selecting Future Delivery date

Quotes with CSA Reporting

Add Attachments to Activities in Flex

Add custom dropdown field to COTI deal detail config

The logic to manage Base Model/Display Model/Compatibility Code for visibility in iQuote should be consistent in Commissions.

Export of all Machines in a Fleet Report

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