CloudLink Ideas Portal

1 Vote

Unable to see the first column in the COTI work flows when scrolling to the right

When scrolling to the right in the workflows in COTI the first column disappears making it difficult to search

Created 26 Apr 23:03 by Court Laslop

COTI / API, Data or Reporting / User Experience and Useability

0
2 Vote

Be able to Use Hours instead of SMU

In AG we don't use this as a standard so it is confusing for our customers

Created 13 Mar 16:18 by Carl Alexus

iQuote / New Functionality

0
2 Vote

Make Base Model > Local Items Selected > Extended Descr. Parts Num, Vendor, Segm, and SMCS Fields Optional

Those fields are only applicable for CAT dealers and is thus not appropriate for 100% of users.

Created 11 Mar 20:19 by Jake Wolinsky

iQuote

0
2 Vote

Make Base Model > Local Items > Extended Desc, Parts #, Vendor, Segment, and SMCS Fields Optional

Those fields are only necessarily relevant for Caterpillar dealerships and are thus not applicable/appropriate for other dealerships.

Created 11 Mar 18:47 by Jake Wolinsky

iQuote

0
2 Vote

Local Items - Less mandatory fields

Is it possible to make these fields not mandatory? We don't use these since we are AG not Cat, it would be nice to not have to put in a . or other character to continue on.

Created 08 Mar 22:13 by Deleted User

iQuote

0
1 Vote

Need claims info on deals added to Financials report

Is there any way to add the claims program name(second screenshot) to this report?

Created 22 Apr 23:22 by Court Laslop

COTI / API, Data or Reporting

0
1 Vote

Activity Default

An example where rep is trying to schedule an activity. When you create a new activity the status defaults to "completed", whereas it should default to "outstanding" so that salesmen can schedule forward-looking meeting and better manage their cal...

Created 22 Apr 23:15 by Court Laslop

SalesLink Flex / Dealer Idea

1 Already exists
1 Vote

Duplicate COTI Records for same ID#

ckglobal.Deal.StockNo.PreventDuplicates should include NRPO. Maybe there needs to be a rule that you can only have one active deal per stock number on an NRPO.

Created 22 Apr 23:05 by Court Laslop

COTI / New Functionality

0
1 Vote

UTILIZE THE SCHEDULING LEGEND (ADD ANOTHER COLOR UNDERLINE) FOR VISIBILITY OF MANUAL HELD UPS ADDED TO A WORK ORDER

When we schedule a ticket that contains a manual held up, the ticket should have a specific color underline on the ticket in the scheduler as per the legend. This specific colored underline would represent a MANUAL HELD UP that exists on a WIP Wor...

Created 21 Apr 22:00 by Arlette costa

ServiceLink / User Experience and Useability

0
1 Vote

JHA creation required to proceed with work on a work order

Blanchard now requires the completion of a JHA (Job Hazard Analysis) prior to work starting on any job. A JHA is a safety mechanism that is intended to help a technician recognize hazards prior to starting a repair in both the shop and in the fiel...

Created 19 Apr 13:09 by Barry Brandes

ServiceLink / New Functionality

0

CloudLink Ideas Portal

Filter by status

Filter by category

Unable to see the first column in the COTI work flows when scrolling to the right

Be able to Use Hours instead of SMU

Make Base Model > Local Items Selected > Extended Descr. Parts Num, Vendor, Segm, and SMCS Fields Optional

Make Base Model > Local Items > Extended Desc, Parts #, Vendor, Segment, and SMCS Fields Optional

Local Items - Less mandatory fields

Need claims info on deals added to Financials report

Activity Default

Duplicate COTI Records for same ID#

UTILIZE THE SCHEDULING LEGEND (ADD ANOTHER COLOR UNDERLINE) FOR VISIBILITY OF MANUAL HELD UPS ADDED TO A WORK ORDER

JHA creation required to proceed with work on a work order

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

Unable to see the first column in the COTI work flows when scrolling to the right

Be able to Use Hours instead of SMU

Make Base Model > Local Items Selected > Extended Descr. Parts Num, Vendor, Segm, and SMCS Fields Optional

Make Base Model > Local Items > Extended Desc, Parts #, Vendor, Segment, and SMCS Fields Optional

Local Items - Less mandatory fields

Need claims info on deals added to Financials report

Activity Default

Duplicate COTI Records for same ID#

UTILIZE THE SCHEDULING LEGEND (ADD ANOTHER COLOR UNDERLINE) FOR VISIBILITY OF MANUAL HELD UPS ADDED TO A WORK ORDER

JHA creation required to proceed with work on a work order

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