CloudLink Ideas Portal

2 Vote

In COTI the finance tab is not turning green when saved

https://jira.uptake.com/browse/TOR-47675 The system was blocked by 2 fields marked as Mandatory while they are disabled (Not shown to any role) so the system was not able to mark the Tab as green for that reason. The system should ignore the disab...

Created 04 Feb 23:05 by Court Laslop

COTI / New Functionality

0 Needs more votes
4 Vote

Allow Dealers to manager document loaded into Media Library.

Dealers currently have to put in a ticket to manage documents in the media library in order to make any changes or globally upload them. The idea is to give Dealers more accessibility to be able to do tasks like this on their own.

Created 01 Oct 23:12 by Danielle Ricketson

iQuote

0
2 Vote

CAT Finance Program Options as a new item in the "Manage Menu"

, I was going to propose an idea to have CAT Finance Program Options as a new item in the "Manage Menu" in Model Admin. You could set up "Finance Specifications" and "Finance Rates Period's" the same way that Warranty and Preventative Maintenance ...

Created 31 Jan 19:14 by Court Laslop

Model Admin / Dealer Idea

1 Needs more votes
3 Vote

Make Create Quote Date Visible & Add filter options

I'd like to incorporate the create quote date into the iQuote list of quotes as a column and add it as a filter option (similiar to the last changed filter).

Created 18 May 20:18 by Kelly Kotara

iQuote / Dealer Idea

0
2 Vote

Drag/Drop Attachments

The ability to grab multiple attachments/documents within a customer account would make things a lot more efficient and save time from a reps viewpoint.

Created 21 Jan 16:22 by Eric Bowers

SalesLink / New Functionality / User Experience and Useability

0 Needs more votes
3 Vote

Gatekeeper - Completed On field for Done Requests and Export Button for Analysis

It would be valuable to see when a request was Completed On from the Done Request screen. This will allow us to see how long it is taking for requests to be processed (without having to go into each request to see this information). It would also ...

Created 11 May 17:47 by Tracy DiStefano

SalesLink / Dealer Idea

0 Needs more votes
3 Vote

Add ability to sort the list of customers in a Campaign alphabetically

When you add a list of customers into a Campaign the default sort is by customer number - would like ability to also change to sort by customer name A-Z or Z-A like most other lists in saleslink

Created 11 May 16:54 by Greg DeWalt

SalesLink / Dealer Idea

0
2 Vote

Add the Overall Cm Status and notes to the "Alerts Review Summary"

Make the overall cm status viewable in the alerts by month page. This would allow us to track trends with the machines we are maintaining as well as know at a glance if a healthy machine is throwing "higher" or red level codes faster. There by inc...

Created 18 Jan 21:51 by Cody Skaggs

Condition Monitoring Portal / API, Data or Reporting

0 Needs more votes
1 Vote

Add Block Labor Discount in ServiceLink

We would like to add the option to have block labor functionality in ServiceLink. This function would be bale to handle the ability to set a discount on a number of hours of labor sold to a customer. This function is available in DBS but not in Se...

Created 25 Sep 19:05 by Lynn Chou

ServiceLink

0 Needs more votes
2 Vote

Collaboration Needed (PSQ Changes)

Wagner Equipment is working with Uptake to add the following functions to PSQ. We would like to open a discussion about this and are looking for collaboration and to share the cost of the SOW. New Functions Included in the SOW: Linking segments in...

Created 11 Jan 14:23 by Scott Merrill

PSQuoter

1

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