CloudLink Ideas Portal

1 Vote

Auto populate the Delivery Location field in COTI from iQuote - Quote Editor Delivery field

To automatically populate Delivery Location field in COTI using the data entered at the quote stage in iQuote - Quote Editor tab - Delivery field

Created 29 Jul 05:26 by Rachel Whitelaw

COTI / Integrations

0 Needs more votes
2 Vote

Activities Completed Screen – Display all activities not just the Reps phone calls and visits.

Activities Completed Screen – Display all activities not just the Reps phone calls and visits. We need some Check boxes added to the Activities Completed screen so that we can display ALL types of Activities in date order. Activities include Lead...

Created 26 Apr 05:42 by paul searle

SalesLink

0 Already exists
2 Vote

Incorporate Forms to be part of the Sale/RPO Agreement Document

It would be awesome, if there was a way for a dealer Or Uptake to upload (and manage) forms that were part of their "agreement package" so when the agreement is created, it also creates these forms. Example - Tax Exemption; if a quote is dictated ...

Created 24 Apr 20:41 by Kelly Kotara

iQuote / New Functionality

0
1 Vote

Add Source Group filter similar to SalesLink

Add Source Group filter similar to SalesLink

Created 26 Jul 16:42 by George Norton

PSQuoter / API, Data or Reporting

1 Needs more votes
1 Vote

Add Source Group filter similar to SalesLink

Add Source Group filter similar to SalesLink

Created 26 Jul 16:40 by George Norton

iQuote / Integrations

0
2 Vote

Not to wrap lines in the Local Items table

When selecting a line item from the Local Items table, it wraps the text into two rows on the Configuration page. This compacts the text and makes it difficult to read and interpret.

Created 15 Apr 03:23 by Daniel Hamer

iQuote / New Functionality

0
1 Vote

Is it possible to color code fleet vehicles by branch location?

Right now all fleet vehicles are respresented in the jobsite map with a yellow pin. It would be a lot easier to indicate what vehicles belong to a specific branch when dispatching so you can see who is closest to the jobsite.

Created 13 Jul 21:43 by Arlette costa

ServiceLink / New Functionality

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

CloudLink Ideas Portal

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Auto populate the Delivery Location field in COTI from iQuote - Quote Editor Delivery field

Activities Completed Screen – Display all activities not just the Reps phone calls and visits.

Incorporate Forms to be part of the Sale/RPO Agreement Document

Add Source Group filter similar to SalesLink

Add Source Group filter similar to SalesLink

Not to wrap lines in the Local Items table

Is it possible to color code fleet vehicles by branch location?

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

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

Auto populate the Delivery Location field in COTI from iQuote - Quote Editor Delivery field

Activities Completed Screen – Display all activities not just the Reps phone calls and visits.

Incorporate Forms to be part of the Sale/RPO Agreement Document

Add Source Group filter similar to SalesLink

Add Source Group filter similar to SalesLink

Not to wrap lines in the Local Items table

Is it possible to color code fleet vehicles by branch location?

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

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