CloudLink Ideas Portal

1 Vote

Create Standard Package from Inventory

To have the ability to choose an inventory machine when creating a standard package.

Created 23 Oct 03:11 by Mark Knight

iQuote

1 Needs review
7 Vote

Enable Data Sharing via Snowflake Native Features Instead of APIs

Explore the feasibility of leveraging Snowflake’s native data sharing capabilities to exchange data across organizations, replacing or supplementing current API-based methods. This approach is inspired by practices already adopted by CAT and other...

Created 21 Aug 01:19 by vikram sharma

Reporting API

0 Needs review
2 Vote

Add Open Lead and Outstanding Opportunities "Link" to SalesLink Flex

If our sales team wants to use SalesLink Flex to action their leads and opportunities, it takes a few steps in the filter screen to pull up specific stages. My recommendation is to add two more "links", as seen in the screenshot, for open leads an...

Created 26 Sep 16:23 by Corbin Buchholz

SalesLink Flex

0 Needs review
16 Vote

Multiple API Keys & ability to control which keys access what API's to enhance data security

Currently there is a single API key that grants access to all Texada API's. We are needing a better way to securely manage API access within the business and with third party software providers. Require the ability to have multiple API access keys...

Created 03 Apr 05:48 by Dan Ham

Reporting API

0 Needs review
18 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
9 Vote

Add Final Transfer Cost to CloudLink Columns

Would like the [ Dollar Amount of the Last Blank Transaction ID > which would be our Final Acquisition Cost ] from DBS Transaction Register inputted into the CloudLink Columns so it can be exported and inputted into another spreadsheet.

Created 09 May 19:17 by Travis Schock

CloudLink Console

1 Needs review
1 Vote

Improve the Gatekeeper back-end for dealer automations

When attempting to build automations against the ‘Requests > New’ webpage, it would be helpful to have a reference column for the RequestId itself. Right now, the only way to see the ID is by clicking the ‘View Request’ and viewing it in the ur...

Created 26 Aug 19:08 by Jessica Mayher

CloudLink Console

0 Needs review
4 Vote

POST API for new user registration

Allows automation of creating new cloudlink user via API

Created 28 Oct 23:49 by Michael Wong

CloudLink Console

0 Needs review
12 Vote

Prevent Labor and Parts to be charged on completed segments

After segments are completed, technicians are able to charge labor and parts. We have experienced times where these additional charges were added after we've spoke with the customer and provided a total and were waiting for a PO to complete the cl...

Created 14 Mar 23:01 by Krystal Goodchild

ServiceLink

0 Needs review
5 Vote

Flag which items on release notes are related to "Dealer Enhancements", "Bug Fixes", or "Ideas".

When release notes come out, it would be good to know what prompted the particular note. If we could see that many of the improvements coming through in releases are related to Ideas, it may assist in driving people to create ideas in the portal a...

Created 26 Sep 23:32 by Sheldon Newey

CloudLink Console

0 Needs review

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