CloudLink Ideas Portal

2 Vote

Gross profit percentages are now rounded to two decimal places in iQuote and COTI

Currently, some are rounded to zero decimal places while others are rounded to five decimal places, causing confusion.

Created 22 Nov 15:42 by David Vuong

iQuote

0 Planned - to be scheduled
2 Vote

Support for standard and custom credit claims in non-default currency in iQuote

No description provided

Created 22 Nov 15:32 by David Vuong

iQuote / New Functionality

0 Needs more votes
1 Vote

several dealers who did not upgrade their dbs are gettng double state in influence addresses from automated gatekeeper

correct the mapping for automated gatekeeper so that when there is an influencer add or address add, the two state fields don't get picked up from dbs and populate two state names

Created 14 Nov 20:12 by Janet Perry

SalesLink

1 Will not implement
1 Vote

Bring DBS field "Equipment Location" into SVL Equipment Location tab

Request: Bring "Field Location" from DBS into SVL Overview tab at the equipment level. The field would be free text, not formatted as an address. It would not be editable in SVL. As these are power systems addresses they do not change often. Busin...

Created 08 Nov 19:33 by Mark Dearborn

ServiceLink / SOW

0 Needs more votes
2 Vote

Request to include a link to the deal and reference of the task record ID in the Task (Approval) auto-generated email

Currently, Task (Approval) auto-generated email only has the Stock, EQ model and Customer references. It would help the Sales team if a link to the COTI deal is added to this email. Similar to the link in the Change Request auto-generated email. A...

Created 09 Nov 22:51 by Maureen Aberilla

COTI

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
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
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

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