CloudLink Ideas Portal

2 Vote

Add County to Customer Coverage

We have reps that cover multiple counties and having a County column in the Customer Coverage table (and make it sortable) would help Reps see if they are covering them. This would especially help new reps when they acquire new territories and mig...

Created 04 Sep 17:02 by Rebecca Zanfardino

SalesLink

1 Needs more votes
2 Vote

Add CAT CSS date range (lost sales uploaded transactions)

I am often asked to pull Lost Sale reports for a certain date range from SalesLink. A function in the CSS area that a date range can be entered and it pulls all lost sales in that date (with ALL the information that comes in the download from CSS)...

Created 03 Sep 18:16 by Rebecca Zanfardino

SalesLink

0 Needs more votes
2 Vote

Create process for mass updates to Sales Coordinator field

We have frequent turnover in our Sales Coordinator role and so every time one gets promoted to sales rep, or leaves the company, we have to manually to into every deal and reassign it to the new coordinator. It would be very helpful to have a func...

Created 22 Aug 12:39 by Deborah Styring

COTI

0 Needs more votes
2 Vote

Add Trade In SN to search drop down

It would be helpful to be able to search by trade in SN in the COTI search.

Created 11 Jul 15:50 by Mike Love

COTI / User Experience and Useability

0 Needs more votes
2 Vote

Request Alerts needs to add "Reason Notes"

The current alert received when a request is completed shows everything but the notes. It would be helpful to show everything within the request to refresh the memory of the user who made the request. Please reference the attachment for more details.

Created 03 Jul 18:00 by Matt Albanese

SalesLink / User Experience and Useability

0 Needs more votes
2 Vote

Note Chain should show in descending order based on date/time

The chain on a COTI note currently shows the most recent update/comment at the top underneath the original note. This can be confusing to follow. I would prefer that it fall below (at the bottom) so it shows in a date and time order. It could very...

Created 02 Jul 16:01 by Kelly Kotara

COTI / User Experience and Useability

1 Needs more votes
2 Vote

Add export to excel buttons

Currently, there are no pages in Customer Hierarchy that you can export. The application is a read-only tool. Please add some export buttons to equipment profile, customer structure, etc.

Created 01 Jul 15:16 by Jessica Mayher

Customer Hierarchy / Dealer Idea

0 Needs more votes
1 Vote

Alert functionality in Condition Monitoring

It would be helpful if there was an alert feature in Condition Monitoring whenever a unit receives a new alert something could trigger and send a "flag" or "alert" to a number of identified individuals that there is a new alert to view within Cond...

Created 30 Aug 14:56 by Jen Thompson

Condition Monitoring Portal / New Functionality

0 Needs more votes
2 Vote

Compare Reporting - Add a field for the competitive part number on line items

This is information that enables us to track the market internally, and is also provided to Caterpillar when available as part of the price review process.

Created 03 Jun 00:57 by Greg Chard

SalesLink / API, Data or Reporting

0 Needs more votes
1 Vote

Auto populate the Delivery Location field in COTI from iQuote - Quote Editor Delivery field

To automatically populate Delivery Location field in COTI using the data entered at the quote stage in iQuote - Quote Editor tab - Delivery field

Created 29 Jul 05:26 by Rachel Whitelaw

COTI / Integrations

0 Needs more votes

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