CloudLink Ideas Portal

1 Vote

Enhance quote editor to allow changes to the model description.

Currently there is nowhere in the quote editor to change the model description and still send through DocuSign. For example, 305-WJ which is the price list model.

Created 12 Jan 05:48 by Mark Knight

iQuote

3 Needs more votes
1 Vote

Improved support for downloading large files

Large files in COTI can sometimes cause issues when the user is attempting to download them.

Created 10 Jan 21:22 by David Vuong

COTI

0 Needs more votes
1 Vote

Expand the window for labor detail when adding a standard job

When adding a standard job, it requires the user to review the labor detail page. The modal window is small and needs to be expanded to see all the details without having to use the scroll bar. Please make the default size wider.

Created 29 Dec 21:39 by Phil Mau

ServiceLink

0 Needs more votes
1 Vote

Add address to Equipment Map view

When viewing the equipment map on a ServiceLink Ticket, the coordinates are the only information we see. Can we get the address field to improve the UX of looking up the address?

Created 29 Dec 21:12 by Phil Mau

ServiceLink

0 Needs more votes
1 Vote

AX ERP mapping for Created By Name for Equipment Notes

For customers with AX ERPs integrated with Cloudlink: The “name” field in EquipmentLink inventory for DBS is blank. This should have the “CREATED BY” name.

Created 06 Dec 17:36 by Stephen Cavanagh

iQuote

0 Needs more votes
1 Vote

iQuote current price indicator additional rules

The iQuote current price indicator shows non-current (red exclamation mark) for $0 items that are necessary to show in the quote but not necessary to check if the price is current against the price lists. This results in a false indicator as there...

Created 06 Dec 17:17 by Stephen Cavanagh

iQuote

0 Needs more votes
1 Vote

Shipped but not SCORED report to only apply to New Cat machines, make AA

Non-Cat and used machines do not get scored to Caterpillar and need to be excluded from the Shipped but No SCORE date report.

Created 06 Dec 02:12 by Mark Knight

COTI

0 Needs more votes
1 Vote

Reduce effort needed to use dropdowns

Some dropdowns such as Sales Territory sort their values by the internal ID which makes finding the correct value difficult for users. Some potential solutions: Default to sort all dropdowns alphabetically Allow users to search within a dropdown f...

Created 30 Nov 21:49 by David Vuong

iQuote

0 Needs more votes
1 Vote

Allow administrators to rename base models

CAT is changing their model hierarchy and nomenclature. As a result, base model names will change. Currently, it is not possible to do this without significant Engineering effort. This will allow administrators to make the change themselves and ca...

Created 30 Nov 18:24 by David Vuong

SalesLink

0 Needs more votes
1 Vote

Support for partial invoicing

Power system sales do partial invoicing based on milestones. Currently, SalesLink only supports full invoicing.

Created 24 Nov 19:21 by David Vuong

SalesLink

0 Needs more votes

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