CloudLink Ideas Portal

Cat Equipment Requests Add/Edit- connect to SIMSi for accurate equipment information

It would be a great feature when adding or editing Cat Equipment that the data pulls in from SIMSi once the serial number is populated.

Created 09 Dec 22:10 by Tracy DiStefano

SalesLink

3 Needs more votes

5 Vote

Bring in all VIsionLink/Cat Daily data into EL, this includes Asset, engine, utilization etc. Also look at calculating fuel usage trends, working trends. There is a lot of valuable data that we don't utilize and make available

No description provided

Created 29 Nov 09:19 by Brent Christensen

EquipmentLink

1

5 Vote

Quoting Templates that allow for a machine to be chosen when creating from the template

Sometimes we have units that are listed on our websites with specific configurations and/or work tools that we would like the ability to create a quote template for to streamline the process for our Sales Reps to quote these setups to customers.

Created 25 Apr 17:41 by Dylan Lightfoot

iQuote

1 Needs clarification

3 Vote

API to eviz for RTS Dates, Backorder Dates, etc.

There should be more key date fields in COTI for delivery date changes that Caterpillar is currently sending to eViz. Accenture is working on getting this information updated to DBS. I know Warren is not the only dealer asking for this functionali...

Created 16 Feb 21:29 by Sara Drainer

iQuote / New Functionality

0

1 Vote

Add a field on the project summary page labeled estimate amount

To add field on the project summary page for estimated services and materials.

Created 25 Jun 13:04 by Brett Porterfield

iMacs

0 Needs more votes

1 Vote

Create Sales Agreement Number prior to invoicing

The idea is to generate the sales agreement number prior to the star of the invoicing process.

Created 25 Jun 12:57 by Brett Porterfield

iMacs

0 Needs more votes

1 Vote

Need a field added to imacs to track the sales agreement number

The idea is to add a field in iMacs to track the sales agreement number as at present there is not a place available to do this.

Created 25 Jun 12:48 by Brett Porterfield

iMacs

0 Needs more votes

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Cat Equipment Requests Add/Edit- connect to SIMSi for accurate equipment information

Bring in all VIsionLink/Cat Daily data into EL, this includes Asset, engine, utilization etc. Also look at calculating fuel usage trends, working trends. There is a lot of valuable data that we don't utilize and make available

Parts Quote Error

Job sites data push to DBS

Enhanced business and sales plan functionality for customers

Quoting Templates that allow for a machine to be chosen when creating from the template

API to eviz for RTS Dates, Backorder Dates, etc.

Add a field on the project summary page labeled estimate amount

Create Sales Agreement Number prior to invoicing

Need a field added to imacs to track the sales agreement number

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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Cat Equipment Requests Add/Edit- connect to SIMSi for accurate equipment information

Bring in all VIsionLink/Cat Daily data into EL, this includes Asset, engine, utilization etc. Also look at calculating fuel usage trends, working trends. There is a lot of valuable data that we don't utilize and make available

Parts Quote Error

Job sites data push to DBS

Enhanced business and sales plan functionality for customers

Quoting Templates that allow for a machine to be chosen when creating from the template

API to eviz for RTS Dates, Backorder Dates, etc.

Add a field on the project summary page labeled estimate amount

Create Sales Agreement Number prior to invoicing

Need a field added to imacs to track the sales agreement number

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