CloudLink Ideas Portal

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
17 Vote

A way to batch activities that are not associated with a Campaign

Marketing would like to know how to batch activities that are not necessarily tied to a campaign. They do not want to have to create a campaign for some of the "one-offs" cases where they may have a group of activities that are not related to a sp...

Created 14 Mar 15:21 by Erica Gladden

SalesLink / New Functionality

1 Planned - to be scheduled
10 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
19 Vote

More comprehensive filtering capability

We’d like to see the ability for dealers to pick which filters show on which pages as well as re-label them as it would be applicable to how they need too. Some filters we currently have, are not useful to us, while there could be some others we’d...

Created 22 Mar 18:38 by Priscilla Fuentes

COTI / API, Data or Reporting

1 Planned - to be scheduled
14 Vote

Include PAR in SalesLink Flex.

Include the rep's PAR information in SalesLink Flex. Allow reps to view & edit their PARs

Created 29 Jan 19:21 by Jessica Mayher

SalesLink Flex

5 Planned - to be scheduled
9 Vote

Drag/Drop Activities

The ability to drag/drop activities to different working days on a calendar view would make things easier for reps instead of having to go into the activity then edit and save.

Created 21 Jan 16:18 by Eric Bowers

SalesLink / New Functionality

0 Planned - to be scheduled
5 Vote

Add Customer Requested Start Date field to ServiceLink

We are requesting to add a new field to ServiceLink for Customer Requested Start Date and an API to report that data back to us. We would like it to be a calendar field with the ability to have a default date set or be left blank.

Created 30 Aug 18:20 by Melissa Bonney

ServiceLink

2 Planned - to be scheduled
4 Vote

EMT to use Model instead of Price Model for Model field in Machine Information

The EMT Model Information page currently uses the Price Model field value from DBS for the Model field. It should be changed to use the Display Model which is what CMP uses.

Created 05 Jan 19:52 by Stephen Cavanagh

EMT

3 Planned - to be scheduled
13 Vote

Improved expiring warranties capabilities and user experience

Problem The current expiring warranties feature lacks SMU tracking, clear warranty type differentiation, flexible filtering, reliable activity logging, efficient campaign integration, and automated activity creation. Solution Enhance the feature w...

Created 02 Feb 17:32 by Kari Cannaday

SalesLink / API, Data or Reporting

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

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