CloudLink Ideas Portal

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
3 Vote

Ability to add links into Document section or quote

Ability to not only attach documents to the quote but also links

Created 28 Oct 07:06 by Dan Ham

PSQuoter / New Functionality

1 Needs more votes
2 Vote

Can we get added to Done Requests an addition of the serial numbers that were actioned to help with OLGA DNA investigation.

When reviewing the DNA readouts from CAT it is a lengthy process to review each serial number and to investigate when the serial number was moved from an account to another. currently it is a guessing game as drilling through each request is diffi...

Created 11 Oct 23:15 by Darren McAllister

SalesLink

1
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
2 Vote

TRANSFER MEDIA FILES FROM ONE WORK ORDER TO ANOTHER

The ability to transfer media files from one work order to another

Created 03 Oct 15:35 by Arlette Costa

ServiceLink

0 Needs more votes
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
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

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
2 Vote

CMP should exclude alerts from DBS Flag Deleted customer equipment

The ‘Not Reviewed’ alerts in CMP include the assets owned by flag-deleted customers from Dealer Business System (DBS). These customers are not currently active or doing business with the customer and are indicated in DBS with a ‘Y’ in the flag-del...

Created 25 Sep 19:23 by Stephen Cavanagh

Condition Monitoring Portal / Dealer Idea / New Functionality

0

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