CloudLink Ideas Portal

3 Vote

Service Link Blog API

We would like the ServiceLink Blog added to the API so we can export this field into our Data Warehouse

Created 08 Feb 18:54 by Jessica Mayher

ServiceLink / Dealer Idea

0
5 Vote

Parts Quote Error

Please correct. -------------------------------------------------------------------------------------- From: Wade Forrester To: Mike Kable Mike, we did a quote 69691-Rev 1 for a 990K CCR and went to download the Customer Version .pdf and this erro...

Created 18 Nov 04:46 by Hector Catre

PSQuoter

0
2 Vote

Have Standard Package Public view show Retail Price that includes Warrranty AND CVA

Standard Package public view does show overall retail price that includes warranty. However if we build standard packages with CVA, the included cost isn't listed on the overall list. It doesn't show until you go into the package itself.

Created 14 Mar 13:17 by Michael Doughty

iQuote

0 Needs more votes
5 Vote

Job sites data push to DBS

Most of our customers have various job sites were their machines are located. We want to encourage activity through SalesLink and one of the features that the team want to use is to enable data to be entered into SalesLink for Job sites and this b...

Created 06 Nov 22:06 by Darren McAllister

SalesLink

0 Needs more votes
2 Vote

FREIGHT CALCULATOR INTEGRATION

PartStore has a built in freight calculator, having this functionality integrating to ServiceLink

Created 13 Mar 15:04 by Arlette costa

ServiceLink

0
1 Vote

Add Net Balance Due Column to COTI WorkFlow

Add Net Balance Due Amount Column to COTI Workflow View and Financial Views

Created 23 Apr 18:44 by Erin Balzer

COTI

0 Needs more votes
1 Vote

Made Notes

Create a page similar to Made Activities for Notes so you can view all your Notes you created in either an Opportunity or a Lead for a specific month.

Created 22 Apr 23:30 by Marciano Vasquez

SalesLink

1 Already exists
3 Vote

Autocorrect feature

Would be a great feature if autocorrect was installed for reps notes/activities.

Created 21 Jan 16:25 by Eric Bowers

ServiceLink / User Experience and Useability

1
6 Vote

Enhanced business and sales plan functionality for customers

Caterpillar is pushing dealers to develop (and more importantly track) plans at the customer level. Sales Link has some functionality currently in the profile page, but it has limitations such as being at the account and division levels only (no a...

Created 29 Aug 12:42 by Mike Love

SalesLink

1 Needs more votes
2 Vote

View the Docusign document in the winning configuration

Refer to ticket 81445 Currently in iQuote, you can only see the DocuSign document from the revision it was generated on, the Won revision. We would like to make this visible winning configuration tab as well.

Created 03 Mar 06:05 by Mark Knight

iQuote / User Experience and Useability

0

CloudLink Ideas Portal

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Service Link Blog API

Parts Quote Error

Have Standard Package Public view show Retail Price that includes Warrranty AND CVA

Job sites data push to DBS

FREIGHT CALCULATOR INTEGRATION

Add Net Balance Due Column to COTI WorkFlow

Made Notes

Autocorrect feature

Enhanced business and sales plan functionality for customers

View the Docusign document in the winning configuration

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

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Service Link Blog API

Parts Quote Error

Have Standard Package Public view show Retail Price that includes Warrranty AND CVA

Job sites data push to DBS

FREIGHT CALCULATOR INTEGRATION

Add Net Balance Due Column to COTI WorkFlow

Made Notes

Autocorrect feature

Enhanced business and sales plan functionality for customers

View the Docusign document in the winning configuration

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