CloudLink Ideas Portal

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

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
4 Vote

Integrate Qualtrics IP Survey into SalesLink (similar to Transactional Survey)

Having the results enables us to manage the issues via SalesLink, giving us better insights into the customer. This issue is only valid for Australian dealers.

Created 17 Aug 04:37 by Paul Meyer

SalesLink

1 Already exists
1 Vote

Add "In Branch Date" Column for all Inventory Tabs

Add "In Branch Date" Column for all Inventory Tabs (Machine - Inventory & Orders, Machines - Inventory, Attachment - Inventory & Orders, Attachments - Inventory, and All Inventory & Orders).

Created 20 Oct 15:16 by Aaron Raebel

Inventory

0 Needs review
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
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
4 Vote

Add CAT eligible & CAT ineligible cost to quote calculation

We'd like to have the ability to indicate if something put on the quote is "CAT eligible or CAT ineligible" (a check box) and have the quote calculate a CAT GP & Dealer GP. Some dealership required costs are not recognized by CAT so our reps &...

Created 23 Jul 14:14 by Kelly Kotara

iQuote

0
3 Vote

Add the Date on System field in Transaction Register

Steps: Navigate to COTI.Select Credit/Finance and Executive Roles.Navigate to Summary - Sales Summary Page on Prem.Navigate to Transaction Register Page on New COTI. Request:Add a column called Date in System.

Created 17 Apr 20:35 by Hector Catre

COTI

0
4 Vote

Improved Lead and Opportunity Sales Funnel Report

Marketing Managers and Sales Managers need better visibility around the performance of a reps Sales Funnel and/or specific sources and campaigns. If we had a view similar to the attachment then we'd be able to quantify the results at a single glan...

Created 16 Jul 16:38 by Wendy Spalding

SalesLink / API, Data or Reporting

0 Needs more votes

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