CloudLink Ideas Portal

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
2 Vote

Ship to information flows from IQuote to COTI even after the deal has been "Won" and then ship to is changed.

Having the system auto populate ship to changes done in IQuote over to COTI and vice versa even after the deal is won.

Created 20 Mar 21:39 by Jessica Carey

COTI

0 Needs more votes
1 Vote

several dealers who did not upgrade their dbs are gettng double state in influence addresses from automated gatekeeper

correct the mapping for automated gatekeeper so that when there is an influencer add or address add, the two state fields don't get picked up from dbs and populate two state names

Created 14 Nov 20:12 by Janet Perry

SalesLink

1 Will not implement
2 Vote

Adding Equipment Physical Status (D365 dealer)

We migrated to D365 in 2023, Equipment has 3 different statuses - we currently have mapped the Agreement Status. We would also like to see Physical status in iQuote and the Inventory applications.

Created 18 Mar 18:40 by Tracy DiStefano

iQuote

0 Needs more votes
2 Vote

Add logging to ServiceLink Rosters

Someone moved an employee to a different roster during the current pay period causing havoc for sorting out this persons pay. This idea is to have a log to record how the employees are set up or which roster they are on and the history of rosters ...

Created 13 Mar 16:58 by Stephen Cavanagh

ServiceLink / API, Data or Reporting

1 Needs more votes
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
8 Vote

Make Standard Extras dealer manageable & add to Model Admin

Currently, if I want to add a standard extra it has to go through the helpdesk which takes up Uptake support resources and doesn't happen as quickly as we'd like it too. It would be nice to allow the dealer to add/deactivate these as needed. Since...

Created 02 Mar 22:39 by Kelly Kotara

iQuote / Dealer Idea / User Experience and Useability

1
8 Vote

Model Admin Improvement to handle CAT changes

To help with some challenges we are having w/ model admin due to CAT's recent nomenclature changes: add column/ability to deactivate a model (either base or display) so it will no longer show up on the drop down menus add a column/ability to assig...

Created 02 Mar 21:59 by Kelly Kotara

iQuote / Dealer Idea

1
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
5 Vote

Mandatory fields in an opportunity is not the same in iQuote

When creating a new opportunity in iQuote (quote creation process) there are the following fields that is not mandatory in iQuote that is Mandatory in Sales Link Branch Description Industry CodeIf the quote is won in iQuote can the status of the o...

Created 25 Feb 23:07 by Daniel Matthews

iQuote / Integrations

4 Needs more votes

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