CloudLink Ideas Portal

7 Vote

Enable dealers to upload local items in the UI

Currently, when a dealer wants to upload a new local items file, they have to submit a ticket, which is frustrating for the customer and uses scarce internal resources.

Created 28 Jul 16:51 by Peter Le Mare

iQuote / New Functionality

3
8 Vote

Add Time to "Last Updated" Column in Sales Manager & Sales Rep view....also default sort oldest to newest.

It would be extremely helpful to the users working deals in this view to have the last updated column include the time as well as date. Especially towards the end of the month. Also, if the view could default sort oldest to newest, it would be hel...

Created 31 Oct 20:03 by Mike Love

COTI / User Experience and Useability

0 Needs more votes
8 Vote

Retain Quote Editor and Agreement Editor Component changes when we change the Configuration of a quote

We are encountering a poor user experience in iQuote when changes are needed to the Configuration of an existing quote. These changes can often be very minor eg adding an additional standard job. The rep has already invested time in the Compon...

Created 15 Oct 04:48 by Michael Green

iQuote / New Functionality

0
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
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
1 Vote

would like a pop up in iquote to inform salesman to check notes and docs in saleslink client acct

We would like a pop up message to appear to the salesman when they go to do a quick quote or quote in iquote... which either directs them to look at notes and docs on the saleslink acct level or shows the notes and docs in the pop up

Created 13 Dec 20:58 by Janet Perry

iQuote

1 Needs clarification
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
3 Vote

API addition request

Service Operations management have identified that it would be very helpful to see a report that shows work orders and the employee that has closed them. Currently this information is shown in the audit log in SVL on the WO so we can look at it at...

Created 13 Jun 16:53 by Jen Thompson

ServiceLink

0 Needs more votes
4 Vote

ADD Edit button for Serial number update

Add an edit button to the serial number page in Condition monitoring similar to the edit button in SalesLink or Customer search, to send serial number/asset updates to the gate keeper.

Created 12 Sep 15:29 by Joe Swayne

Condition Monitoring Portal / New Functionality

1 Needs more votes
4 Vote

Have iQuote Signed Sales Agreement and Predefined Documents Flow into COTI

We would like to mirror the way our uploaded documents flow into COTI for the Signed Sales Agreement and Predefined Documents under the documents tab in iQuote.

Created 09 Sep 17:54 by Fallon Foale

iQuote / Integrations

0

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