CloudLink Ideas Portal

4 Vote

Aggregate customer divisional info into a single line view

Like many other Dealers, Hastings Deering uses the traditional equipment divisions structure within customer views in SalesLink however, this restricts our holistic view of many customer reports and as a result Reps & their managers can not ea...

Created 06 Oct 23:18 by Mark Courtenay

SalesLink / Dealer Idea

0
1 Vote

2nd Email Address Field as Default (instead of Extra Detail)

To have a secondary email address field for influencers (business email and personal email)

Created 11 Jun 18:22 by Rachel Roberts

SalesLink

0 Needs more votes
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

Export of Excel from Search to return Full Search Results

User have advised the Export to Excel function on extracts the list show on screen and not the full search results. Eg. Search Results of 375 in below screenshot but only 50 records are extracted to Excel.

Created 27 Jun 05:08 by Justin Temple

iQuote

1
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
4 Vote

Ability to disable base models rather than delete them

It would be nice if we had the ability to disable old base models rather than delete them from Model Admin.

Created 09 Sep 23:59 by Dylan Lightfoot

Model Admin / Dealer Idea

2 Needs clarification
4 Vote

Documents uploaded to COTI transfer over to iQuote

Documents uploaded to iQuote transfer over to COTI, we are hoping that the systems would communicate the other way as well.

Created 08 Sep 16:43 by Danielle Ricketson

COTI / Dealer Idea

0 Needs more votes
4 Vote

Field Service First Arrival Date

Add a new field to ServiceLink for Estimated FIRST ARRIVAL date to ServiceLink. Calculating the percentage of time a dealer meets their first arrival target is a new metric for Service Excellence 2020. We need a location to enter this date on a fi...

Created 04 Sep 21:30 by Joe Swayne

SalesLink / Dealer Idea

1
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
1 Vote

Add a description field to use when searching for std jobs

Add a description field to use when searching for std jobs in PSQ from the menu. For example, key in 'Fire Extinguisher' and see all the standard jobs relating to fire extinguishers.

Created 29 May 04:54 by Mark Knight

PSQuoter

1 On Hold

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