CloudLink Ideas Portal

3 Vote

Improve 3rd party API error messaging

Improve error messaging for API failures from sources CloudLink integrates with by adding who provides the API, what the API name is and an attached XML "request response" file that third parties find helpful in order to troubleshoot what is causi...

Created 04 Mar 17:09 by Stephen Cavanagh

ServiceLink

0 Planned - to be scheduled
9 Vote

Lost Service Opportunities

Problem Statement: Cat are requiring Dealers to more accurately report on Lost Parts & Service Sales. Competitive Repairs are also becoming our largest Parts Customers however we do not have a system to record & analyse this customer group...

Created 17 Oct 23:10 by Mark Courtenay

SalesLink / API, Data or Reporting / Dealer Idea / New Functionality

2 Planned - to be scheduled
2 Vote

You can now bulk delete standard jobs and local items

No description provided

Created 28 May 14:19 by David Vuong

iQuote

4 Planned - to be scheduled
2 Vote

Add functionality to hold the Std Jobs list in place so you don't have to restart the search process each time.

Add functionality to hold the Std Jobs list in place so you don't have to restart the search process each time.

Created 16 Apr 05:50 by Mark Knight

iQuote

0 Planned - to be scheduled
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

Gross profit percentages are now rounded to two decimal places in iQuote and COTI

Currently, some are rounded to zero decimal places while others are rounded to five decimal places, causing confusion.

Created 22 Nov 15:42 by David Vuong

iQuote

0 Planned - to be scheduled
2 Vote

Support for standard and custom credit claims in non-default currency in iQuote

No description provided

Created 22 Nov 15:32 by David Vuong

iQuote / New Functionality

0 Planned - to be scheduled
4 Vote

Estimated arrival date utilization on field jobs

Currently, the 'Promise date' and 'Est. Unit Arrival' fields are required when opening a Shop job and only the 'Promise date' is required when opening a Field job. Can SVL be configured so both the 'Promise date' and 'Est. Unit arrival' (or) 'Arri...

Created 11 Mar 00:20 by Russ Holindrake

ServiceLink

1 Planned - to be scheduled
2 Vote

Add the customer's name into the cancelled deals report

Add the customer's name into the cancelled deals report in COTI.

Created 22 Nov 06:41 by Mark Knight

COTI / API, Data or Reporting / User Experience and Useability

0 Planned - to be scheduled
2 Vote

Enhanced Job Site functionality in CRM

Background Heavy equipment sales and rental businesses operate in a highly dynamic and competitive environment. Job sites, ranging from construction of new arenas to major renovations and infrastructure projects, present substantial opportunities ...

Created 17 Aug 08:04 by Hector Catre

SalesLink

1 Planned - to be scheduled

CloudLink Ideas Portal

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Improve 3rd party API error messaging

Lost Service Opportunities

You can now bulk delete standard jobs and local items

Add functionality to hold the Std Jobs list in place so you don't have to restart the search process each time.

Ability to import post sale credit claims

Gross profit percentages are now rounded to two decimal places in iQuote and COTI

Support for standard and custom credit claims in non-default currency in iQuote

Estimated arrival date utilization on field jobs

Add the customer's name into the cancelled deals report

Enhanced Job Site functionality in CRM

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

Improve 3rd party API error messaging

Lost Service Opportunities

You can now bulk delete standard jobs and local items

Add functionality to hold the Std Jobs list in place so you don't have to restart the search process each time.

Ability to import post sale credit claims

Gross profit percentages are now rounded to two decimal places in iQuote and COTI

Support for standard and custom credit claims in non-default currency in iQuote

Estimated arrival date utilization on field jobs

Add the customer's name into the cancelled deals report

Enhanced Job Site functionality in CRM

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