CloudLink Ideas Portal

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
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

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
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
3 Vote

Be able to pull one segment to work order from header of segment in WO.

Have option to pull one segment in wo segment header from a PSQ quote.

Created 28 Sep 14:05 by Jesse Lindgren

PSQuoter / Integrations

0 Needs more votes
2 Vote

Quick responses to COTI notifications

Because the notification email from COTI is sent from a non-existent mailbox, recipients cannot reply directly and instead must work around it. An example workaround is to forward the email to the sales coordinator who then needs to upload the ema...

Created 18 Sep 15:14 by David Vuong

COTI / New Functionality / User Experience and Useability

0
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

CloudLink Ideas Portal

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TRANSFER MEDIA FILES FROM ONE WORK ORDER TO ANOTHER

Docusign dashboard in iQuote

CMP should exclude alerts from DBS Flag Deleted customer equipment

Maintain old Price Lists in iQuote

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

Make Advance Search tab open and locked on the main screen

Ability to edit equipment notes via gatekeeper function

Be able to pull one segment to work order from header of segment in WO.

Quick responses to COTI notifications

Make the PAR reminder in Calendar a hyperlink

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

TRANSFER MEDIA FILES FROM ONE WORK ORDER TO ANOTHER

Docusign dashboard in iQuote

CMP should exclude alerts from DBS Flag Deleted customer equipment

Maintain old Price Lists in iQuote

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

Make Advance Search tab open and locked on the main screen

Ability to edit equipment notes via gatekeeper function

Be able to pull one segment to work order from header of segment in WO.

Quick responses to COTI notifications

Make the PAR reminder in Calendar a hyperlink

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