CloudLink Ideas Portal

2 Vote

Filter WOs by type of WO

We have 2 types of work orders at our dealership, we have regular work orders as well as monthly work orders. It has been brought to our attention that it would be useful to add a security setting in ServiceLink that prevents technicians from ente...

Created 29 Jan 00:25 by Lynn Chou

ServiceLink

1 Needs more votes
5 Vote

Support for ONE configurator

Caterpillar has a ONE configurator that some dealers are looking to use instead of the CAT configurator.

Created 06 Mar 14:50 by David Vuong

iQuote

1 Needs clarification
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
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

API feed established to the Product Status Dashboard database from Cat

I would like to see the Condition Monitoring Portal (EquipmentLink) have an API feed established to the Product Status Dashboard database from Cat. It’s web location is: https://ecmreports.cat.com

Created 03 Oct 17:55 by Brandy Kearney

Condition Monitoring Portal

1 Needs clarification
2 Vote

Add a declined work area in Service Link

Add a declined work area in Service Link to allow work to be presented and quoted for a customer on an active work order that is visible in the work order history if the customer declines the work. It would be visible in the "declined" area of...

Created 22 Jan 17:06 by Taylor Petti

ServiceLink

0 Needs more votes
1 Vote

PSQ - Ability to update all segments at once

The ability to make a change to all segment at once to a quote revision.

Created 12 May 14:38 by John Ngo

PSQuoter

1 Needs clarification
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
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
4 Vote

Make customers purchase order number searchable

It would help save our users and customer some time if the customers purchase order number in iMacs was searchable.

Created 05 Jun 23:21 by Lynn Chou

iMacs

1 Needs more votes

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