CloudLink Ideas Portal

2 Vote

Abililty to add documents to a reservation request

have the ability to add supporting documents to a reservation request

Created 09 Sep 03:05 by Craig Pilcher

iQuote

1
5 Vote

Refresh of iQuote - Run it through UX group. Make it more intuitive.

I've spent a tremendous amount of time training our reps on iQuote, and while it is a powerful tool, there are some simple UX fixes that would make it much better. I've put in a separate idea on one (quick quote button where you enter the ID or SN...

Created 05 Jul 15:24 by Mike Love

iQuote

2
4 Vote

Be able drag & drop capabilities in COTI

Users would like to be able drag and drop document into COTI from anywhere on their computers.

Created 18 Nov 22:58 by Kelly Kotara

COTI

0
4 Vote

No way to input a reason when marking a quote no deal

When a quote is marked lost, there is a box to input a reason. Would like to be able to do the same for a quote marked no deal. See attachments. If this needs to be put in as an enhancement request in idea portal, I also checked the "request quote...

Created 18 Nov 04:46 by Hector Catre

PSQuoter

0
5 Vote

When creating a new Work Tool quote from Work Tool In Inventory add a new filter to search by stock number

When creating a Work Tool Quote only our MSR's would like a search function added so they can search for Work Tools (attachments) in inventory by stock number to create the quote - since the attachment could fit several machines reps are spending ...

Created 28 Jun 13:42 by Rebecca Zanfardino

iQuote

0
4 Vote

Make user access more configurable

In iQuote specifically I'd like to see more configuration options when it comes to what users can and cannot do. Power Users currently have the ability to delete & reopen quotes (along with other things), I'd like this to be restricted to the ...

Created 14 Nov 18:55 by Kelly Kotara

iQuote

0
4 Vote

Create multiple COTI projects from a single SalesLink Opportunity (fleet deal)

Current CloudLink functionality does not allow multiple COTI deals associated to one Opportunity where an iQuote exists. We are proposing iQuotes be associated with multiple machines in a single SalesLink Opportunity (fleet deals), this will in-tu...

Created 08 Nov 01:55 by Mark Courtenay

COTI

1
4 Vote

CavCare Flag on customers who are participating

We have hundreds of customers who are part of out CVA program. It would be really good to identify these customers within the customer Info header with a Magenta coloured flag to let everyone know this customer is a valued client...

Created 07 Nov 06:14 by Darren McAllister

SalesLink

3
4 Vote

View to Customer Loyalty Status

If Dealers are using Customer Loyalty Discounts in DBS/ERPs a way to show the status on the Customer Page. This would highlight to Sales & or Marketing that Customer is "Gold Level Loyalty" etc. "PCC Discount" Should be visual on Customer Pa...

Created 01 Nov 14:53 by Jayme James

SalesLink

1 Needs clarification
2 Vote

Show serial number in "Transfer Equipment Popup" being transferred to ensure right asset is being moved

In the SalesLink equipment list, the dropdown to transfer equipment causes a box to popup to select which equipment to transfer. At the moment you just add the customer number for the asset to be transferred. If the Serial number could be shown in...

Created 19 Aug 05:01 by Darren McAllister

SalesLink

2 Will not implement

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