CloudLink Ideas Portal

1 Vote

CSA Quoter Development: Quote status view

Ability to see the status of a quote, with a name/date/time stamp on last action.

Created 18 Nov 04:52 by Hector Catre

Service Agreement Quoter

0
1 Vote

CSA Quoter Development: Packages

Idea for packages and adding mileage: Can group the standards together. Within the package can bring in the event types and additional events. Can add as many event types as we want then setting the number of occurrences. When quoting, choose the ...

Created 18 Nov 04:52 by Hector Catre

Service Agreement Quoter

0
1 Vote

CSA Quoter Development: Part detail

It is required for some customers within the quote to list out each part and they want to see the discount. We would like to see this and understand this functionality would need to be developed. It is currently in PSQ. Not in CSA. Discounts based...

Created 18 Nov 04:52 by Hector Catre

Service Agreement Quoter

0
1 Vote

Exporting a work order does not include the machine information or the Description field for the segments

Exporting a work order does not include the machine information or the Description field for the segments - see attached example Looking at the exported data, there is no reference to the machine/serial # information, and the segment 'Description'...

Created 18 Nov 04:51 by Hector Catre

Condition Monitoring Portal

0
1 Vote

CMP- Completed historical service letters in CMP.

Completed service letters is coming into CMP as alerts and should be in line with Saleslink and Service link. These service letters that's completed should not come into CMP as alerts as they have been completed. See attached screen shots. 2 x exa...

Created 18 Nov 04:51 by Hector Catre

Condition Monitoring Portal

0
1 Vote

Add Cat Used APP tab in Equip Link.

We are asking Uptake if they can add this to the EquipmentLink page as a separate tab or page.We need to share this information with them.The image in the attachment shows the tab where Cat Inspect APP inspections populate. The Cat Used APP discus...

Created 18 Nov 04:49 by Hector Catre

EquipmentLink

0
1 Vote

Looking for something for PM Timeliness

I'm reviewing reports that can be seen in EMT and was looking for something for PM Timeliness - calculating a percentage of PM completed in the +/- 50 hour time frame from when they were due. From what I can tell - EMT does not have that report, b...

Created 18 Nov 04:48 by Hector Catre

EMT

0
1 Vote

We are unable to sort the Active New Events by 'Date of Event' - can this column be sorted please? See attached.

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Created 18 Nov 04:48 by Hector Catre

EMT

0
1 Vote

PSQ - Segment Header not open

When reviewing a segment the header is closed. Can this be configured to be open?

Created 18 Nov 04:46 by Hector Catre

PSQuoter

0
1 Vote

Notes will not display on multiple pages

Quote 132035 has a large amount of notes and when displayed in PDF the notes begin on page 2. When formatting into a word document the notes will split onto the first 2 pages.

Created 18 Nov 04:46 by Hector Catre

PSQuoter

0

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CSA Quoter Development: Quote status view

CSA Quoter Development: Packages

CSA Quoter Development: Part detail

Exporting a work order does not include the machine information or the Description field for the segments

CMP- Completed historical service letters in CMP.

Add Cat Used APP tab in Equip Link.

Looking for something for PM Timeliness

We are unable to sort the Active New Events by 'Date of Event' - can this column be sorted please? See attached.

PSQ - Segment Header not open

Notes will not display on multiple pages

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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CSA Quoter Development: Quote status view

CSA Quoter Development: Packages

CSA Quoter Development: Part detail

Exporting a work order does not include the machine information or the Description field for the segments

CMP- Completed historical service letters in CMP.

Add Cat Used APP tab in Equip Link.

Looking for something for PM Timeliness

We are unable to sort the Active New Events by 'Date of Event' - can this column be sorted please? See attached.

PSQ - Segment Header not open

Notes will not display on multiple pages

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