CloudLink Ideas Portal

1 Vote

Add additional filter capability to the Lost Sales by UCC view.

We have the UCC module within Sales Link. The view mentioned above rolls up the UCCs by rep in a view, but it shows reps in the view that are not considered prime contacts for machine sales (In our case, type 2 and 3). Need to be able to filter on...

Created 03 Aug 13:30 by Mike Love

SalesLink / API, Data or Reporting

0 Needs more votes
1 Vote

Improved Visibility to RPO Conversion (Process) - Opp. View

Our sales manager had a good idea that perhaps dealers using iQuote and COTI would like. We are using COTI to submit RPO deals to be set up, contract created, etc. RPO is a type in COTI. We are interested in an automated process that when the deal...

Created 05 Jul 15:36 by Mike Love

SalesLink

0 Will not implement
1 Vote

opportunity filter that shows closed opps

having this filter , will allow clarity for end users to see all opps

Created 16 May 16:34 by Deleted User

SalesLink

0 Will not implement
0 Vote

Gatekeeper - Equipment Update/Create - Date Verified field mandatory

Original Ticket TOR-58988 Created 06/10/2021 By Account Carolina CAT Please make "Date Verified" field mandatory on when adding & updating equipment requests

Created 04 Dec 00:54 by Court Laslop

SalesLink

0
0 Vote

Katie - Mark Equipment add as finished since Gatekeeper did not

Original Ticket TOR-60057 Created 10/11/2021 By Account Fabick CAT Could you please mark the attached highlighted request marked finished? Gatekeeper did not finish them because they have gone to Invalid and once they are in that que and I go to m...

Created 04 Dec 00:54 by Court Laslop

SalesLink

0
0 Vote

Unable to attach large files

Original Ticket TOR-48844 Created 18/11/2020 By Account WesTrac - Australia A sales Manager tried to load a 600mb video file to a Customer Issue and was unable to - we had been told previously that there was no limit on size or file type for uploa...

Created 03 Dec 22:43 by Court Laslop

SalesLink

0
0 Vote

Quick Search default search change

Original Ticket TOR-51367 Created 09/02/2021 By Account Hastings Deering-Australia Would it be possible to exclude accounts which are "Flagged for deletion" in the quick search option in SalesLink. As per the attached option when you search for a ...

Created 03 Dec 22:43 by Court Laslop

SalesLink

0
0 Vote

SalesLink - Parts Category When Flat Rated

Original Ticket TOR-55871 Created 28/06/2021 By Account Hawthorne CAT When a work order is flat rated, does that remove the ability to categorize parts correctly? This came up because a rep noticed their Drivetrain amount was lower. When researchi...

Created 03 Dec 22:43 by Court Laslop

SalesLink

0
0 Vote

Caterpillar DAT api connection

Original Ticket TOR-56464 Created 20/07/2021 By Account WesTrac - Australia Would you be able to investigate the possibility to integrate Caterpillars Digital Authorization Tools (DAT) API with Uptake via SalesLink so we can check customers data c...

Created 03 Dec 22:43 by Court Laslop

SalesLink

0
0 Vote

Adding fields to Opportunity Pipeline export to Excel

Original Ticket TOR-56828 Created 03/08/2021 By Account Yancey Bros. Co. Hello,In the Pipeline panel- Opportunity Pipeline- Service- can we add more fields to the export panel to include Estimated delivery date and estimated order date? Thank you!

Created 03 Dec 22:43 by Court Laslop

SalesLink

0

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