CloudLink Ideas Portal

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

Add arrival date to the road map for field jobs

Shop jobs use the Promise Date and Est. Unit Arrival Date fields as indicated by the clock icon and road icon to populate the roadmap. Field jobs only use the promise date field in the road map. The arrival date field does not populate the roadmap...

Created 18 Nov 15:14 by Russ Holindrake

ServiceLink / User Experience and Useability

2
2 Vote

Make the "Remove All Pending Events" be just for Pending

Currently, when assigning a template and the "Remove All Pending Events" box is checked, it is also removing Missed Events. Either make it only remove pending or change the title to "Remove All Pending and Missed Events".

Created 08 Nov 14:17 by Tonya Blessing

EMT

0 Needs more votes
3 Vote

Spend some development time to align in functionality and the technical side that PSQ and SVL share the same functionality around segments, misc and especially parts

No description provided

Created 29 Nov 09:25 by Brent Christensen

ServiceLink

0
3 Vote

Work with a few dealers to understand what DBS functionality that SVL does not handle and have a plan to implement it. I know we have an idea, this is to dig into more details and have a plan to make the changes and work with Accenture

No description provided

Created 29 Nov 09:24 by Brent Christensen

ServiceLink

0
1 Vote

Download Excel of All Group Data

Currently in Condition Monitoring Portal you can only download an excel file of an individual group. To have all groups you have to individually download each group into its own excel file.

Created 10 Oct 14:49 by Austin Black

Condition Monitoring Portal

0
3 Vote

Ability to set target sell price and target GP percentage in quote header for a corporate account quote.

Sometimes a corporate account will require "one time only" pricing and sometimes that pricing is for the overall deal (total sell price) not just the base machine. The reps would still like the quoting flexibility of a private quote for their corp...

Created 19 Nov 23:32 by Danielle Ricketson

iQuote

1
3 Vote

National Contract/Governmental quote funcationality

Currently, the capability of governmental quotes is really just linked to governmental specific costs (warranty, ect). In recent conversations with Caterpillar, there is a big emphasis on ensuring the National Contract customer receives the same q...

Created 19 Nov 19:11 by Kelly Kotara

iQuote

0
3 Vote

Add the Unit Number and PO to the Advanced search

At Cavpower since they have a lot of mining focus it would help a lot if they could search on a unit number in the quick and advanced search. This would prevent them from going into DBS or having printed documents. Also add the PO number to the ad...

Created 18 Nov 04:44 by Hector Catre

ServiceLink

0
3 Vote

Labor approval screen for multiple cost center, approval group

On the Labor Approval Screen, can we select more than one cost center or more than one approval group on the selection filters?Joe Swayne -?

Created 18 Nov 04:44 by Hector Catre

ServiceLink

0

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