CloudLink Ideas Portal

2 Vote

Blog yourself

Have the ability to blog yourself to help keep track of various to do's on work orders, such as follow up on part back orders or credits.

Created 27 Dec 23:35 by Krystal Goodchild

ServiceLink / New Functionality

1 Needs more votes
1 Vote

Reduce effort needed to use dropdowns

Some dropdowns such as Sales Territory sort their values by the internal ID which makes finding the correct value difficult for users. Some potential solutions: Default to sort all dropdowns alphabetically Allow users to search within a dropdown f...

Created 30 Nov 21:49 by David Vuong

iQuote

0 Needs more votes
3 Vote

Ability to copy quote on SOLD unit to a quote under same base model

Currently, you cannot copy a quote on a unit that is no loner in inventory. I'd like to have the ability to copy the quote under the same base model it was originally quoted under, but the system should require you to either select an inventory it...

Created 20 Jan 19:22 by Kelly Kotara

iQuote

0
3 Vote

Integrate Cat's "Remote Services to help diagnose and troubleshoot from their desk

Ferreyros. Other dealers have wanted to see non-reporting assets in EL/CMP as well so maybe this should be considered in the Roadmap

Created 16 Jan 18:24 by Darren Carter

EquipmentLink

0
3 Vote

COTI: Exceptions tab on COTI shows options to view Active Sales Shipping Activity and Rentals without Agreement No.

Steps: Navigate to COTI.Select Role Order Coordinator.Navigate to Exceptions tab. Expected Result: On Prem instance has Rentals without Agreement No and Active Sales Shipping Activity. Current Experience We do not have those in CloudLink.

Created 08 Jan 20:00 by Uma Ramachandran

COTI

0
1 Vote

Support for partial invoicing

Power system sales do partial invoicing based on milestones. Currently, SalesLink only supports full invoicing.

Created 24 Nov 19:21 by David Vuong

SalesLink

0 Needs more votes
2 Vote

Show Future Programs as Options when Selecting Future Delivery date

When quoting with an estimated delivery date in 2022 iQuote does not pull in the 2022 programs. It only shows 2021 available.

Created 13 Dec 15:41 by Joseph Abbas

COTI / New Functionality

0 Needs more votes
1 Vote

Administrators can now manage who has deletion privileges for customer issues

No description provided

Created 22 Nov 15:40 by David Vuong

SalesLink

0 Needs more votes
1 Vote

Increase the number of the attachments visible for rental quotes in the configuration tab in iQuote

No description provided

Created 22 Nov 15:39 by David Vuong

iQuote

0 Needs more votes
1 Vote

Gross trade allowance, payout to, and amount owing fields now use a pipe delimiter in the purchase agreement document

Currently, there is no separator, making it difficult to read

Created 22 Nov 15:38 by David Vuong

iQuote / User Experience and Useability

0 Needs more votes

CloudLink Ideas Portal

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Filter by category

Blog yourself

Reduce effort needed to use dropdowns

Ability to copy quote on SOLD unit to a quote under same base model

Integrate Cat's "Remote Services to help diagnose and troubleshoot from their desk

COTI: Exceptions tab on COTI shows options to view Active Sales Shipping Activity and Rentals without Agreement No.

Support for partial invoicing

Show Future Programs as Options when Selecting Future Delivery date

Administrators can now manage who has deletion privileges for customer issues

Increase the number of the attachments visible for rental quotes in the configuration tab in iQuote

Gross trade allowance, payout to, and amount owing fields now use a pipe delimiter in the purchase agreement document

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

Filter by status

Filter by category

Identify yourself with your email address

Blog yourself

Reduce effort needed to use dropdowns

Ability to copy quote on SOLD unit to a quote under same base model

Integrate Cat's "Remote Services to help diagnose and troubleshoot from their desk

COTI: Exceptions tab on COTI shows options to view Active Sales Shipping Activity and Rentals without Agreement No.

Support for partial invoicing

Show Future Programs as Options when Selecting Future Delivery date

Administrators can now manage who has deletion privileges for customer issues

Increase the number of the attachments visible for rental quotes in the configuration tab in iQuote

Gross trade allowance, payout to, and amount owing fields now use a pipe delimiter in the purchase agreement document

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