CloudLink Ideas Portal

1 Vote

Ability to add engine identifier to the Stock No. box.

I would like the ability to enter an engine identifier in the Stock No. box such as Port & Stbd for Marine engines. Then when I am opening work orders in Servicelink, I will have the serial number and the corresponding position to ensure I hav...

Created 21 Mar 17:29 by DARA DANZ

ServiceLink

0
1 Vote

Can we add the employee number for a parts order.

Can we add the employee number to show on a parts order.

Created 14 Mar 22:39 by Sam Muscat

SalesLink Flex

0
2 Vote

Pulling the correct invoice/agreement number when machine is a trade-in

Incorrect invoice/agreements numbers are shown in COTI when deal is a trade in machine. Currently the logic for retrieving invoice numbers via transaction register is by serial number and if the contract type is sale/rental (LIBD09 / EMPTREG0 wher...

Created 04 Feb 18:20 by Hector Catre

COTI

0
1 Vote

Include notes from AX for PM Agreements

We want the contract notes from AX to show in a field in the PM/CSA page in CMP and SalesLink.

Created 28 Feb 13:34 by Corbin Buchholz

Condition Monitoring Portal

0
2 Vote

The ability to select the viewability of a task within the Date Viewer/Editor

PMs will have the ability to: View an administration page (future discussion if this should be at the individual level, or wider) On the administration page have the ability to select which date are and are not viewable.

Created 20 Jan 06:57 by Hector Catre

iMacs

0
2 Vote

The ability to create, group, view and edit phases within a stock number

Background: In looking at dates in iMacs for a stock number, those dates can be grouped together in phases to help convey the specific status of that stock number. The vision in iMACS is the ability to create phases, then tag a date as a member of...

Created 20 Jan 06:54 by Hector Catre

iMacs

0
1 Vote

In Advance Search create report for rental equipment with contract details as in Rental Equipment on Customer Record

We want to be able to run a report for all Rental Equipment a customer has rented. The Equipment list only shows equipment purchases not rentals. Can you include Territory Rentals that are showing on the customer record with contract

Created 15 Feb 19:48 by Lori Ciccarelli

SalesLink / API, Data or Reporting

0 Needs more votes
2 Vote

When creating a group you can not see the equipment number or stock number

Creating Group – there is no Equipment or Stock Number Creating Group importing machines there is Equipment Number and Stock Number

Created 17 Dec 21:11 by Hector Catre

Condition Monitoring Portal

1
2 Vote

When creating a lost sale and select FPC can it populate the model

When creating a lost sale and select FPC can it populate the model as it does in the COMPARE report

Created 17 Dec 21:06 by Hector Catre

SalesLink

1
2 Vote

Need Credit application added to the CAT Finance (CFAL) account type

when you select the account type CAT Finance (CFAL) the add credit application link is not appearing and we would like it to be available

Created 17 Dec 21:05 by Hector Catre

SalesLink

1

CloudLink Ideas Portal

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Ability to add engine identifier to the Stock No. box.

Can we add the employee number for a parts order.

Pulling the correct invoice/agreement number when machine is a trade-in

Include notes from AX for PM Agreements

The ability to select the viewability of a task within the Date Viewer/Editor

The ability to create, group, view and edit phases within a stock number

In Advance Search create report for rental equipment with contract details as in Rental Equipment on Customer Record

When creating a group you can not see the equipment number or stock number

When creating a lost sale and select FPC can it populate the model

Need Credit application added to the CAT Finance (CFAL) account type

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

Filter by status

Filter by category

Identify yourself with your email address

Ability to add engine identifier to the Stock No. box.

Can we add the employee number for a parts order.

Pulling the correct invoice/agreement number when machine is a trade-in

Include notes from AX for PM Agreements

The ability to select the viewability of a task within the Date Viewer/Editor

The ability to create, group, view and edit phases within a stock number

In Advance Search create report for rental equipment with contract details as in Rental Equipment on Customer Record

When creating a group you can not see the equipment number or stock number

When creating a lost sale and select FPC can it populate the model

Need Credit application added to the CAT Finance (CFAL) account type

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