CloudLink Ideas Portal

1 Vote

Reopen Won Quote Config Key - Enable for Sales Reps

Allow the ability for a Sales Rep to Re-Open a Won Quote in IQuote

Created 29 Apr 18:19 by Lori Ciccarelli

iQuote

1 Already exists
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
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

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
23 Vote

More Flexibility needed in Advanced Search

The Advanced Search feature that's currently in SalesLink is valuable - however it lacks flexibility. Key improvements needed include multi-select options (rather than a one at a time, and then cumbersome V-lookup efforts); and capability to deter...

Created 01 Feb 21:44 by Kari Cannaday

SalesLink / API, Data or Reporting

4 Will not implement
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
10 Vote

Copy revisions to existing quotes

Can we add an option in the Revision Actions drop down to copy a revision to an existing quote. Since it is difficult to view and bring in revision(s) from a quote that has a lot of revisions and segments. Also, copying the whole quote does not br...

Created 09 May 13:33 by Kaelah Sherman

PSQuoter / Integrations

0 Needs more votes
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
20 Vote

Upload standard warranties

Right now, we manually update the standard warranty for every model within iQuote. It would be useful to have a way to upload standard warranties in a similar way to what we have for Extended Warranties. CAT provides a standard warranty file, just...

Created 08 Jan 19:21 by Bryan Nelson

iQuote

4

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