CloudLink Ideas Portal

9 Vote

Technician data visability

Technician data visability - Make it possible to add aditional items on the Technichian user profiles to capture things such as tech A/C licenses, site inductions, contact details etc.

Created 29 Apr 06:19 by Travis Satur

ServiceLink

1 Needs more votes
1 Vote

Clearer verbiage for expired warranty opportunities

"Customer Accepted" is a confusing term in the UI with regards to expiring warranties. This enhancement will change the verbiage to Outstanding instead of Customer Accepted.

Created 23 May 17:55 by David Vuong

SalesLink

0 Needs more votes
1 Vote

Allow requiring the user to select a division when creating a lead

Currently, it defaults to the division that has been marked as default in the system. This idea is to allow for a configuration to force the user to select a division each time. This is to ensure that leads are assigned to the correct division by ...

Created 23 May 17:45 by David Vuong

SalesLink

0 Needs more votes
16 Vote

Add in Cat Interact functionality to share quotes directly with customers and receive customer responses

Ability to share quotes directly with customers, receive any customer feedback and also have digital authorisation to proceed with quoted work. All can be tracked and documented within the PSQ quote using Cat Interact

Created 26 Apr 05:13 by Dan Ham

PSQuoter

0 Needs review
2 Vote

New fields in COTI that show GP for both multi- and single-currency quotes

New field: QuotedGP = DealSheetAmountInInvoiceCurrency - PackageGrandTotal_CostAmount Read only. Default label: Quoted GP New field: QuotedGPPercent = QuotedGP / PackageGrandTotal_CostAmount will reflect the gross profit percentage based off of th...

Created 01 Apr 16:06 by David Vuong

COTI

0 Scheduled
4 Vote

EMT Communication History page view

Improve the design of the way additional Communication History records are viewed.

Created 19 Dec 18:59 by Stephen Cavanagh

EMT / Internal Idea

0 Planned - to be scheduled
3 Vote

Ability to see difference between a rental contract and an RPO contract in SalesLink.

Provide some kind of simple designation or add a field in SalesLink for customers Renting Equipment that would distinguish rental contracts that are either, 1) Rent to Rent contracts vs. 2) RPO Rental contracts that would allow users to easily tel...

Created 07 Feb 22:08 by Ryan Stevenson

SalesLink

1 Needs more votes
1 Vote

SPE - HO PENN - Import Ship To Address from DBS to Jobsite Address in newly created Tickets in ServiceLink

Background - H.O. Penn’s issue description Work orders created in DBS that contain a Ship To Address do not display in Service Link Job Site. Work orders created in Service Link that contain a Job Site "push" to DBS Ship To. Work orders created ...

Created 21 May 15:27 by Mark Dearborn

ServiceLink / SOW

0 Planned - to be scheduled
2 Vote

Support for DICO and other additional PSE fields

Mockups Details Additional data is now received and transmitted to Caterpillar in regards to PSE leads. When SalesLink POSTs lead data, the following fields need to be additionally included Sales rep number for dealer-originated opportunities (dea...

Created 27 Mar 15:01 by David Vuong

SalesLink

0 Planned - to be scheduled
9 Vote

Symptoms - Heldup required for Correction field

The Complaint is Mandatory when creating a Symptom and Symptoms currently have a Hard Stop heldup for Cause and Resultant Damage. However, there is no requirement for the user to complete the Correction field as there is no heldup for it.The Corre...

Created 17 Mar 22:36 by Shannan Jackson

ServiceLink

1 Needs more votes

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