CloudLink Ideas Portal

1 Vote

Make Manufacture City and Country fields NOT mandatory

Original Ticket TOR-58980 Created 06/10/2021 By Account WesTrac - Australia Can we please make the Manufacture City and Country fields NOT mandatory in Model Config?

Created 04 Dec 01:11 by Court Laslop

iQuote

0
1 Vote

Mass Update Module

Original Ticket TOR-60281 Created 17/11/2021 By Account Hawthorne CAT Linked case TOR-53936 asking for help mass updating deals in iQuote triggered the idea for a Mass Update Module to handle mass record update requirements. Instead of continuing ...

Created 04 Dec 01:11 by Court Laslop

iQuote

0
1 Vote

Hastings - SalesLink - Make Flagged for Deletion tag More Obvious

Original Ticket TOR-59054 Created 08/10/2021 By Account Hastings Deering-Australia This was already brought up on ticket #57129 before, but Hastings would like to make it more obvious when a customer is flagged for deletion to avoid accidently cha...

Created 03 Dec 22:43 by Court Laslop

SalesLink

1 Needs more votes
1 Vote

Sharing data with AGCO

Can Uptake create functionality to send AGCO only Sales Opportunity from iQuote to AGCO’s CRM system? What is needed to create an API to share Lead Information with AGCO?

Created 29 Nov 22:21 by Michael Doughty

SalesLink / Dealer Idea

1
2 Vote

Create a Lost Sale Template for PSD Prime Product Reps.

This will enable us and other dealers to track participation rates for reps outside of the machine division.

Created 24 May 13:47 by Mandy Turnbaugh

SalesLink

2 Needs more votes
2 Vote

Add hyperlink on invoice # in Accounts Receivable screen to see/show details from invoice

Currently you can see which invoice#s and amounts are outstanding but then you have to go outside of SalesLink to find out the details. We would like something similar to how you can see details on work orders. We don't have to necessarily see the...

Created 17 May 18:09 by Deborah Styring

SalesLink

4 Needs more votes
2 Vote

Default a Governmental Quote to Tax Exempt

We would like a governmental quote to be defaulted to tax exempt as they will always be tax exempt. This would remove any taxes from the payment terms section as well as have the deal move into COTI as tax exempt so the checklist item would not po...

Created 14 May 18:30 by Kelly Kotara

iQuote

0
2 Vote

Shipped No Score Transmit Date

We need the ability to remove the "PIN Status" logic from this exception so it will only look for machines that have a ship date but no Score Sale Date present. Our dealership will not be going to each deal and updating the PIN status drop down, s...

Created 14 May 18:15 by Kelly Kotara

COTI

3 Already exists
2 Vote

Exception Report of duplicate deals

I'd like to see an exception report that would indicate when a quote (deal) has been put into COTI on a stock number that already exists in COTI as an active/incomplete deal. As of right now, deals can come over on the exact stock numbers if they ...

Created 11 May 19:16 by Kelly Kotara

COTI

2 Needs more votes
1 Vote

TECH DASHBOARD DOCUMENTS

It would be great to have a place to upload all miscellaneous documents that a technician would need on the Technician Dashboard - these documents are not job specific, but just various forms they would need. Currently we use an Invalidated ticket...

Created 22 Nov 20:44 by Arlette costa

ServiceLink / User Experience and Useability

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