CloudLink Ideas Portal

2 Vote

Note Chain should show in descending order based on date/time

The chain on a COTI note currently shows the most recent update/comment at the top underneath the original note. This can be confusing to follow. I would prefer that it fall below (at the bottom) so it shows in a date and time order. It could very...

Created 02 Jul 16:01 by Kelly Kotara

COTI / User Experience and Useability

1 Needs more votes
2 Vote

Add export to excel buttons

Currently, there are no pages in Customer Hierarchy that you can export. The application is a read-only tool. Please add some export buttons to equipment profile, customer structure, etc.

Created 01 Jul 15:16 by Jessica Mayher

Customer Hierarchy / Dealer Idea

0 Needs more votes
2 Vote

Uploading Document should update "last updated" date

The last updated date should be impacted by a document being uploaded, checklist being marked off and other changes that impact where that deal is in COTI, not just changes to deal details.

Created 01 Jul 14:41 by Kelly Kotara

COTI

0 Already exists
1 Vote

Alert functionality in Condition Monitoring

It would be helpful if there was an alert feature in Condition Monitoring whenever a unit receives a new alert something could trigger and send a "flag" or "alert" to a number of identified individuals that there is a new alert to view within Cond...

Created 30 Aug 14:56 by Jen Thompson

Condition Monitoring Portal / New Functionality

0 Needs more votes
2 Vote

Would like a button to 'mirror' or 'copy' and influencer to another division

We have some reps that are assigned to multiple divisions (e.g. Heavy Equipment and Compact Construction Equipment) where the influencer information should be the same. As we are having our reps update all of their information in SalesLink, it has...

Created 07 Jun 17:50 by Deborah Styring

SalesLink

2 Already exists
1 Vote

Enable Purchase and Product Experience Surveys

RDA is now Ipsos (Qualtrics) and it has been 5 years since that IP data has not been available for SalesLink. In recent discussions with Terra and other dealers it has been identifed that there is new survey data available in the form of PE1 and P...

Created 18 Aug 15:47 by Jayme James

SurveyHub / Dealer Idea

0
2 Vote

Compare Reporting - Add a field for the competitive part number on line items

This is information that enables us to track the market internally, and is also provided to Caterpillar when available as part of the price review process.

Created 03 Jun 00:57 by Greg Chard

SalesLink / API, Data or Reporting

0 Needs more votes
1 Vote

Backorder Parts System Heldup

Adding a new system heldup for backordered parts.

Created 16 Aug 17:34 by Krystal Goodchild

ServiceLink / Integrations

0
2 Vote

Lead to opportunity process - make the probability of closing configurable when lead is moved to an opportunity

When creating a lead currently you do not need to enter Probability Of Closing and the logic defaults it to 2 (medium) when transferring the lead to an opportunity - and that is not configurable. We want the logic to default to blank and require t...

Created 08 May 19:33 by Jessica Mayher

SalesLink

1 Already exists
2 Vote

Add probability of close to Opportunity Reports

We'd like to add the probability of closing to the opportunities reports/queries (by family, ssource, ect).

Created 08 May 15:13 by Kelly Kotara

SalesLink

4 Already exists

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