CloudLink Ideas Portal

1 Vote

Connecting Microsoft AX to SAQ

Exploring opportunity with Milton Cat. To support an ongoing deal opportunity with Milton Cat, we would like to do the evaluation of what the effort is to connect SAQ to Microsoft A X.

Created 17 Apr 18:05 by Ian Munro

Service Agreement Quoter / SOW

0 Scheduled
2 Vote

EMT - CSQ PM event integration

Implement the PM event integration with EMT.

Created 30 Jan 20:15 by Andrew Judd

Service Agreement Quoter

0
1 Vote

CSAQ / EMT Integration : Link to Machine Information

Added Dec 4, 2019 in the Scoring SheetMaybe Brent or Darren can provide some details Overview When a quote is one allow the dealer to populate the information in the EMT Information page. This includes Serial number Create the CSA_Equipment record...

Created 28 Feb 19:06 by Hector Catre

Service Agreement Quoter / Internal Idea

0
1 Vote

CSAQ / EMT Integration: Link to Standard Jobs

Added Dec 4, 2019 in the Scoring SheetMaybe Brent or Darren can provide some details Overview When EMT creates a ticket in SVL it creates a segment related to the PM event. For most dealers the PM events have std jobs associated with them, but whe...

Created 28 Feb 19:06 by Hector Catre

Service Agreement Quoter / Internal Idea

0
1 Vote

CSAQ / EMT Integration: Link to Machine Service

Added Dec 4, 2019 in the Scoring SheetMaybe Brent or Darren can provide some details Overview This change is the same as https://uptake.aha.io/ideas/ideas/CSA-I-13?utm_source=notification_mailer&utm_medium=email&utm_campaign=instant_email ...

Created 28 Feb 19:05 by Hector Catre

Service Agreement Quoter / Internal Idea

0
1 Vote

CSAQ integration with iQuote

In an effort to assist adding CVA's at the time of machine quoting (meeting Cat's new metrics, etc), multiple dealers have requested integration between CSAQ & iQuote. At a high level, the CVA Administrator would create a CVA in the quoter and...

Created 20 Feb 19:44 by Kari Cannaday

Service Agreement Quoter

0
1 Vote

CSA Quoter Development: Open a new link when using the chain link to view EL within Quoter.

Automatically "closes" your session, then you have to go back into Quoter and re-open quote you were working on.

Created 18 Nov 04:52 by Hector Catre

Service Agreement Quoter

0
1 Vote

CSA Quoter Development: Link to CTMENU

Remove the need for an approved quote to be entered into the system (DBS and EMT read/write) Goes into EMT, but you still have to manually enter cost and schedule, etc.

Created 18 Nov 04:52 by Hector Catre

Service Agreement Quoter

0
1 Vote

CSA Quoter Development: Abiliity to renew expiring quotes.

Add expiring with XXX time. (90 days) In EMT, but only a limited amount of users in EMT.

Created 18 Nov 04:52 by Hector Catre

Service Agreement Quoter

0
1 Vote

CSA Quoter Development: SJ Details

Would like to bring in SJ descriptions vs. having to build by PM level, etc. This would make it so that it matches all other applications and to be certain of what was selected.

Created 18 Nov 04:52 by Hector Catre

Service Agreement Quoter

0

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