CloudLink Ideas Portal

4 Vote

ADD Edit button for Serial number update

Add an edit button to the serial number page in Condition monitoring similar to the edit button in SalesLink or Customer search, to send serial number/asset updates to the gate keeper.

Created 12 Sep 15:29 by Joe Swayne

Condition Monitoring Portal / New Functionality

1 Needs more votes
4 Vote

Have iQuote Signed Sales Agreement and Predefined Documents Flow into COTI

We would like to mirror the way our uploaded documents flow into COTI for the Signed Sales Agreement and Predefined Documents under the documents tab in iQuote.

Created 09 Sep 17:54 by Fallon Foale

iQuote / Integrations

0
2 Vote

We would like to be able to create a PO in ServiceLink Flex like you can in ServiceLink

When adding a Misc charge in Flex, it doesn't generate a PO. It doesn't give the option to add or edit either. This is available in ServiceLink.

Created 29 Dec 17:46 by Melissa Bonney

ServiceLink Flex

0
4 Vote

CMP Bulk ‘Add Equipment’ Upload Feature

Provide a bulk ‘Add Equipment’ upload feature to create or edit condition monitoring group.

Created 25 Aug 06:52 by Mark eddison

Condition Monitoring Portal / New Functionality

3 Needs more votes
3 Vote

We are adding the vehicle number to the misc charge, but that field does not show up on the detail listing of misc charges.

If Texada added the Vehicle number field, and didn’t add it to the detailed list, they just didn’t finish the job of correctly adding the field.

Created 14 Apr 13:13 by Melissa Bonney

ServiceLink

1 Needs more votes
1 Vote

Recognize expired enrollments using hours

The applications team has informed me that CloudLink does not have the functionality to recognize expired enrollments using hours. I want the system to be able to calculate all enrollment expirations by more than just date. SQL Solution:CASE WHEN ...

Created 15 Aug 16:58 by Enich McStotts

SalesLink

1 Needs clarification
1 Vote

Ability to export post sale credit claims

Ability to export post sale credit claims.

Created 13 Aug 20:37 by vincent frataccia

iQuote

2 Needs more votes
1 Vote

Ability to import post sale credit claims

Created 13 Aug 20:34 by vincent frataccia

iQuote

3 Planned - to be scheduled
2 Vote

AMS DAT Feed into Customer Info

Display Customer consent status somewhere in Customer Info/Customer Profile from CAT DAT Tools (Digitial Authorization Tools) Digital Authorization: Agreed Last Authorized date: Oct 20, 2017 CAT® Remote Services: Agreed Last Authorized date: Oct 2...

Created 07 Dec 04:53 by Michael Wong

Customer Search

3 Already exists
2 Vote

Security Matrix item for Special Instructions

Can a Security Matrix selection be added to restrict the access to Special Instructions edit/create

Created 27 Nov 00:28 by Richard Betts

ServiceLink

0 Needs more votes

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