CloudLink Ideas Portal

2 Vote

Ability to open work order segments from PSQuoter

Ability to open work order segments from PSQuoter

Created 08 Mar 15:20 by Austin Cunningham

PSQuoter

1 Needs more votes
1 Vote

The ability to add multiple Standard Jobs at one time.

Within ServiceLink, the ability to select multiple Standard Jobs to add at one time.

Created 20 Oct 23:08 by Aj Vos

ServiceLink

3 Needs more votes
9 Vote

Add Customer Email Address to Agreement Editor Section of the Quote

Caterpillar is requiring email addresses for loyalty surveys and many other items. We need to be able to collect email addresses in iQuote on the sales order. Right now, in the Agreement Editor section of the quote we require the Customer Contact ...

Created 30 Aug 16:13 by Tony Lucini

iQuote / Dealer Idea

2
7 Vote

Expiring Warranty Report Use expiring date or SMU which ever comes first

Currently the expiring warranty report is only generated by the date but would be nice if it also used the expiring SMU

Created 10 Dec 07:35 by Craig Pilcher

SalesLink / Dealer Idea

1
5 Vote

Automatically close leads after one year

The ability to automatically close leads after one year in the system. This similar to how we auto close quotes after 90 days.

Created 11 Mar 13:23 by Erica Gladden

SalesLink / New Functionality

0 Needs more votes
2 Vote

Need PSE Type field to be optional for non-Cat manufacturers

When quoting a non-Cat machine with no SN or one that isn't on the customer's pop file, the PSE Type field is still mandatory. When a non-Cat machine is in the customer's pop file and is selected in the quote header, the PSE Type field becomes opt...

Created 16 Feb 20:43 by Justin VAhlborn

PSQuoter

0
1 Vote

Add competive data to this report for won sales reporting

We would like to be able to add some fields where the reps can add competive data on won sales. When they have a won sale we would like for them to be able to tell us the competitor, the model and the price.

Created 11 Oct 15:41 by Janet Perry

COTI

2 Needs clarification
1 Vote

Advanced Search - Additional Search Fields

Add additional fields to Advanced Search function; Work order status. Include Segments Allow multiple selections for Ticket Status field (or all drop down menus). Additional fields to show in advanced search table; Actual and estimates for Parts/L...

Created 11 Oct 03:38 by James Miller

ServiceLink

0 Needs more votes
1 Vote

Service Pipeline Tickets List Tab Relocation

Separate Service Pipeline Tickets List tab from the Scheduling Function tabs.

Created 11 Oct 02:49 by James Miller

ServiceLink

0 Will not implement
1 Vote

Blog - Subject field

Add a subject field to blogs.

Created 11 Oct 02:31 by James Miller

ServiceLink

0 Needs more votes

CloudLink Ideas Portal

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Ability to open work order segments from PSQuoter

The ability to add multiple Standard Jobs at one time.

Add Customer Email Address to Agreement Editor Section of the Quote

Expiring Warranty Report Use expiring date or SMU which ever comes first

Automatically close leads after one year

Need PSE Type field to be optional for non-Cat manufacturers

Add competive data to this report for won sales reporting

Advanced Search - Additional Search Fields

Service Pipeline Tickets List Tab Relocation

Blog - Subject field

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

Ability to open work order segments from PSQuoter

The ability to add multiple Standard Jobs at one time.

Add Customer Email Address to Agreement Editor Section of the Quote

Expiring Warranty Report Use expiring date or SMU which ever comes first

Automatically close leads after one year

Need PSE Type field to be optional for non-Cat manufacturers

Add competive data to this report for won sales reporting

Advanced Search - Additional Search Fields

Service Pipeline Tickets List Tab Relocation

Blog - Subject field

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