CloudLink Ideas Portal

2 Vote

Caterpillar CSQ quote integration with SalesLink Opportunities

Entering this on behalf of Wagner & Ohio. There has been a request to utilize the API from the Caterpillar CSQ application to import quote information into SalesLink opportunities for better management/visibility of the Power Systems Division ...

Created 16 Dec 23:19 by Kari Cannaday

SalesLink

0
2 Vote

All labour entries (in all statuses) should be visible in the work order segment

All labour entries are clearly visible in the app work order segment (scheduled, awaiting approval, approved, in payroll, rejected) Confirmed that the app currently only lists labour that's pre-approved or rejected. All other statuses disappear fr...

Created 16 Dec 03:12 by Tom Fisher

ServiceLink Flex

0
1 Vote

After a Part is ordered, update ServiceLink Availability field with the Facility field from DBS that indicates where the part was sourced from.

During parts lookup, the Availability field in the parts area shows the source from parts store. After a part is ordered, DBS is updated to reflect the source the part was actually ordered from which in a lot of cases is different than the origina...

Created 28 Jan 14:49 by Jim Ellis

ServiceLink

1
2 Vote

Date Viewer / Editor for iMACS - Phase 4

Description The Goal of the iMACS Date Viewer / Editor is to give iMACS Users the ability to view all of the dates within a project in a coherent manner, while enabling the ability to edit multiple dates at the same time. Phase 4 - Phase editing (...

Created 26 Oct 21:10 by Hector Catre

iMacs / Dealer Idea / Internal Idea

2 Will not implement
2 Vote

Date Viewer / Editor for iMACS - Phase 3

Description The Goal of the iMACS Date Viewer / Editor is to give iMACS Users the ability to view all of the dates within a project in a coherent manner, while enabling the ability to edit multiple dates at the same time. Phase 3 - Calendar Sync T...

Created 26 Oct 21:09 by Hector Catre

iMacs / Dealer Idea / Internal Idea

0 Will not implement
2 Vote

Date Viewer / Editor for iMACS - Phase 2

Description The Goal of the iMACS Date Viewer / Editor is to give iMACS Users the ability to view all of the dates within a project in a coherent manner, while enabling the ability to edit multiple dates at the same time. Phase 2 - Multi-Date Edit...

Created 26 Oct 21:01 by Hector Catre

iMacs / Dealer Idea / Internal Idea

0 Will not implement
1 Vote

Save Display Configuration to Warranty Drill Down Pages

When looking at the drill down pages in the Warranty Claims Pipeline, there is no gear or eye icon to be able to save the display configuration like there is on the Service Pipeline drill downs. Can we get this functionality added to the Warranty ...

Created 13 Jan 20:07 by Roxanne Smith

ServiceLink / User Experience and Useability

0
1 Vote

Limit quote "Type" field so only Service can be selected in PSQ

Remove the "Parts" option from the "Type" field in PSQ so it only displays "Service"

Created 11 Jan 02:52 by Dan Ham

PSQuoter

0 Needs more votes
2 Vote

Calculations rules

Currently in iQuote there isn't visibility how the quote calculation is set up at the dealer which is something important to know in order to understand the values presented on the quote. This idea is a suggestion to add this information in few pl...

Created 13 Oct 22:11 by Luciana Branco

iQuote

0
2 Vote

When adding a new labor entry, the ability to change the view to see all of my labor entries, not just the ones in the current work order

Currently you can only see the entries for today. This would add a toggle to view all entries for the day.

Created 01 Oct 17:54 by Hector Catre

ServiceLink Flex

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