CloudLink Ideas Portal

1 Vote

DBS Shippers integrate with ServiceLink

Shippers are required to be filled. Currently they are filled out in DBS when machine repairs are completed. Machines are NOT to leave the property without a shipper. The driver that comes to pick up the machine is to sign this shipper. Not sure i...

Created 21 Apr 18:09 by Arlette costa

ServiceLink

0
3 Vote

Ability to Filter down Inventory List

Our sales reps have provided us with the idea to filter down the inventory list in iQuote. Each column anywhere the inventory list populates would have the filter capability so they could narrow down what they're looking for (Eq Status, not on agr...

Created 16 Jan 17:22 by Kelly Kotara

iQuote / New Functionality / User Experience and Useability

0
2 Vote

Have the Estimated Delivery Date in the Quote auto update the Estimated Delivery date in the Opportunity when either of them are updated

No description provided

Created 01 Mar 17:05 by Lori Ciccarelli

iQuote / Dealer Idea

0
3 Vote

COTI Open in New Tab

We are unable to open deals from the search into a new tab. This means we have to continuously open new tabs manually then search for the deals all over again to open multiple tabs.

Created 08 Jan 20:34 by Bryan Nelson

COTI / User Experience and Useability

1 Needs more votes
2 Vote

CI-Advansys CAT PSE's tied to the Additional Source campaign.

The CAT PSE leads are tied to the campaign source (CAT PSE Lead). One of the PSE Lead types is (CI-Advansys) which is tied to the (CAT PSE Lead) campaign. Can just this type of PSE be tied to an Additional Source campaign automatically? If so I wo...

Created 25 Feb 15:06 by Brian Sailers

SalesLink / Dealer Idea

1
1 Vote

PSQ - Consistency in Quote Document Output and Details

There are inconsistencies and data missing in regards to notes and special instructions, depending on the quote document output selected. There are also limited options that a user can select on the document configuration type. There should be con...

Created 13 Apr 12:55 by Roxanne Smith

PSQuoter / User Experience and Useability

0 Needs more votes
2 Vote

Add parts and service lead from customers equipment list

When in the customers machine list have the ability to select a machine serial number and add a parts and service opportunity and the serial number and customers details are populated

Created 15 Feb 07:06 by Craig Pilcher

SalesLink / Dealer Idea

0
3 Vote

Add 'view in COTI' link to quickly jump to Deal Details in COTI for Won quotes.

Currently there is no easy way to go straight to the Deal Details in COTI for an individual deal. You have to note your quote # and then navigate to COTI and do a search in order to see the details. In SalesLink opps, we have a 'View in COTI' butt...

Created 21 Dec 16:17 by Deborah Styring

iQuote

1
1 Vote

A Variation module in iQuote that allows changes to be added and approved to the original quote.

To have the ability to send a quote variation from iQuote using DocuSign that just lists the variations for the customer to approve instead of recreating the entire quote. This would automatically integrate back into the quote and shop get ready f...

Created 12 Apr 05:04 by Mark Knight

iQuote

0 Needs more votes
2 Vote

Pulling the correct invoice/agreement number when machine is a trade-in

Incorrect invoice/agreements numbers are shown in COTI when deal is a trade in machine. Currently the logic for retrieving invoice numbers via transaction register is by serial number and if the contract type is sale/rental (LIBD09 / EMPTREG0 wher...

Created 04 Feb 18:20 by Hector Catre

COTI

0

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