CloudLink Ideas Portal

2 Vote

AMS DAT Feed into Customer Info

Display Customer consent status somewhere in Customer Info/Customer Profile from CAT DAT Tools (Digitial Authorization Tools) Digital Authorization: Agreed Last Authorized date: Oct 20, 2017 CAT® Remote Services: Agreed Last Authorized date: Oct 2...

Created 07 Dec 04:53 by Michael Wong

Customer Search

3 Already exists
3 Vote

Include Physical Address in Results when Searching by Address

When trying to locate a customer by physical address in Customer Search, the results bring back billing address only. Numerous customers use different addresses for billing than their physical address, i.e. PO Box. We then have their physical addr...

Created 21 Sep 11:47 by Tonya Blessing

Customer Search

0 Needs more votes
1 Vote

Customer Portal

A Customer Portal where each customer is able to view their own information like : Quote, Order, Invoice Current/Past Equipment Service and history Location of their own Equipment Overview of their own equipment. Etc.

Created 05 Apr 01:28 by Michael Wong

Customer Search

0 Needs more votes

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