CloudLink Ideas Portal

3 Vote

Include Physical Address in Results when Searching by Address

When trying to locate a customer by physical address in Customer Search, the results bring back billing address only. Numerous customers use different addresses for billing than their physical address, i.e. PO Box. We then have their physical addr...

Created 21 Sep 11:47 by Tonya Blessing

Customer Search

0 Needs more votes
7 Vote

Would like to see RPO Agreement Information to populate in COTI

We manage all of our RPOs in COTI but the records are incomplete due to the fact that agreement information from DBS does not come over (Agreement #, start date, billing date(s), ect). I believe COTI could help us monitor our aging RPOs if this in...

Created 16 Jan 16:01 by Kelly Kotara

COTI

3 Planned - to be scheduled
4 Vote

Make the PAR reminder in Calendar a hyperlink

Currently the PAR Reminder in Calendar is view only. It would be good if the expanded view had a hyperlink to the customers basic info page.

Created 07 Oct 02:25 by Mark Courtenay

SalesLink / Dealer Idea

3 Needs more votes
5 Vote

Docusign dashboard in iQuote

Please create a Docusign dashboard in iQuote that allows reps, admins, and managers to see Docusign status of applicable quotes (e.g., Awaiting 1st signature, Awaiting 2nd signature, Complete)

Created 06 Nov 17:05 by Justin VAhlborn

iQuote / Dealer Idea

0
8 Vote

Mobile 'Quick Quote' App

Dealers have been asking for a simplified way to do quick quotes for years. We need a mobile app that allows the rep to quote from Inventory, Standard Packages… we should incorporate Public Quotes (which have already been set up for Inventory unit...

Created 30 Jan 17:36 by Kari Cannaday

iQuote / New Functionality

1
5 Vote

Adding Influencer email in Agreement Editor tab creates Gatekeeper request to SalesLink

When adding an email for an influencer in Agreement Editor for an existing customer, we need an automated Gatekeeper request to be generated for DBS/ SalesLink update. For prospects, the email add will automatically push into SalesLink at the infl...

Created 21 Oct 16:30 by Justin VAhlborn

iQuote / Dealer Idea

0
5 Vote

Make Advance Search tab open and locked on the main screen

Advance Search tab disappears when mouse is moved while typing customer name/number etc and users have to go to magnifying glass again and again. It is really frustrating. It should be open and locked on the main screen like it was before.

Created 21 Oct 16:20 by Battogtokh Anu

SalesLink / Dealer Idea

0
6 Vote

Maintain old Price Lists in iQuote

Price list period for attachments. Can we maintain old price lists in iQuote so when CAT discontinues a machine in inventory we need to be able to access old price lists to add attachments.

Created 04 Nov 22:09 by Lori Ciccarelli

iQuote

1
6 Vote

Ability to edit equipment notes via gatekeeper function

Currently there is no way to update the equipment notes via Saleslink requests. We need the ability for reps to request updates to the equipment notes in Saleslink and have them processed through to the ERP via the gatekeeper automation. Even if i...

Created 29 Oct 22:45 by Greg Chard

SalesLink

3 Already exists
4 Vote

Gatekeeper - Management of Parent/Child requests

Fully enable the management of Parent/Child accounts in Gatekeeper through semi-automatic functionality. Assign/Deassign child accounts and push request to DBS

Created 27 Aug 20:17 by Erica Gladden

SalesLink / Dealer Idea / Integrations / New Functionality

0 Needs more votes

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