CloudLink Ideas Portal

7 Vote

Improve Pending Deals Report

I'd like to see some added functionality to improve the pending deals report: be able to re-order AND hide columns, the current view has information that isn't pertinent so all of the checklist item aren't in view add more filter options that can ...

Created 02 Mar 15:43 by Kelly Kotara

COTI / Dealer Idea

0
8 Vote

Reporting Functionality and API feed from iQuote

We need to gain access to data in iQuote. Currently, there is extremely little that can be extracted from iQuote.

Created 06 May 18:37 by Justin VAhlborn

iQuote

2
2 Vote

SPE - Finalizing Days To Close KPI - Ohio

As service operations are looking to optimize their efficiency, a key metric they want to look at is understanding how quickly they get from technician complete to closed on work orders. This metric is also important for Cat as part of the service...

Created 08 Feb 15:05 by Adam Kropf

ServiceLink / Internal Idea / SOW

0 Planned - to be scheduled
7 Vote

Invoke gatekeeper function when adding contact in iQuote header

We would like to make the gatekeeper function come up when a rep free types a contact name into the header vs. using the drop down. This drives better CQI.

Created 29 Jan 17:06 by Mike Love

iQuote

0
3 Vote

We are adding the vehicle number to the misc charge, but that field does not show up on the detail listing of misc charges.

If Texada added the Vehicle number field, and didn’t add it to the detailed list, they just didn’t finish the job of correctly adding the field.

Created 14 Apr 13:13 by Melissa Bonney

ServiceLink

1 Needs more votes
1 Vote

Add 'Model' in search criteria when searching for Equipment in Search box

Have the ability to look for models in the entire population

Created 21 Nov 06:27 by Paul Meyer

SalesLink

1 Will not implement
7 Vote

Option to make family and base models mandatory in opportunity records

Users are not forced to complete Family and Base model information when adding leads and opportunities. This data is important in managing new and used opportunities, and the reporting of what is being sort after in the market.

Created 23 Jan 00:14 by Darren McAllister

SalesLink / Dealer Idea

2 Needs more votes
4 Vote

Add the column "Total PAR Percentage" next to Annual Variance for Sales Representatives.

To add a "Total PAR Percentage" column in a Sales Representative Customer Coverage page. Preferably to the right of the "Annual Variance" column.

Created 16 Jun 18:16 by Ricky Lui

SalesLink / API, Data or Reporting

1 Needs more votes
7 Vote

Search function in Model Administration

When Updating models in Model Administration it can be difficult if the model has been added previously. A Search Function to determine which Family Product Group it currently sits.

Created 07 Jan 23:49 by Justin Temple

iQuote

0
8 Vote

Multiple Units on one agreement

On most deals we will sell a combine and tractor on the same quote/agreement. Since moving over we have to get a customer to sign multiple agreements, which can be a nuisance for the customer.

Created 13 Mar 16:23 by Carl Alexus

iQuote / New Functionality

0

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