CloudLink Ideas Portal

1 Vote

Add mandatory 'Type of Sale' field with picklist of 'Replacement Machine' and 'Addition to Fleet'

iQuote needs a mandatory field at quote named 'Type of Sale' at the header level requiring the rep to select from the following picklist of values: Addition to Fleet Replacement Machine The 'Type of Sale' field needs to be added to the Quote List ...

Created 06 Feb 19:48 by Justin VAhlborn

iQuote

0 Needs more votes
3 Vote

Gatekeeper - Ability to choose equipment models via drop down and/or add missing models to DBS

Hello Uptake, I have an idea on a way to improve Gatekeeper. When adding new equipment a common error is “invalid model information”. If there is a way to create a drop down for reps to select those or for gatekeeper to automatically check and add...

Created 11 Mar 19:15 by Erica Gladden

SalesLink / Internal Idea

1 Needs more votes
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
4 Vote

Permanent search option under main menu bar

Search is the most used function in SalesLink and by hiding this behind a button slows down the process.

Created 30 Aug 06:19 by Paul Meyer

SalesLink

0 Already exists
5 Vote

Consider changing or allowing an option for different/multiple source of attachments out of DBS into iQuote

Need to pull from price model field because we only categorize attachments by one category in DBS. Allowing dealers to pull from different sources will give some flexibility for this.

Created 09 Mar 17:03 by Priscilla Fuentes

iQuote

1
4 Vote

Include more fields in the equipment population forms for Power Systems equipment

We would like to see more fields in the equipment population forms. Specifically from EMPEQPD0, we would like to see KWRAT (kW-Rating) and CAP (Capacity) for Power Systems equipment

Created 28 Aug 13:16 by Jessica Mayher

SalesLink

0 Needs more votes
3 Vote

Lease Hours on agreement document

We would like to be able to display the hours of the lease in the Terms section of the agreement document in iQuote. Currently there is no documentation of the # of hours agreed upon for the lease unless we stick it in the Notes section which appe...

Created 08 Feb 21:41 by Jessica Mayher

iQuote / Dealer Idea

1
3 Vote

Reservation Requests Distributed by Region

When a sales rep puts in a reservation request it would be helpful for that request to be sent directly to their specific sales coordinator instead of getting sent to ALL coordinators.

Created 21 Jan 23:33 by Danielle Ricketson

iQuote / Dealer Idea

0
2 Vote

Can we get the engine serial number populated in the service delivery record

Can we get the engine serial number populated in the service delivery record

Created 21 Jul 20:55 by Court Laslop

iQuote / API, Data or Reporting

0
3 Vote

The ability to create a custom task

PMs will have the ability to: Create a custom task that is outside of the normal task list for a stock number, or project overview, so that they can manage specialized needs.

Created 20 Jan 07:00 by Hector Catre

iMacs

0

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