CloudLink Ideas Portal

4 Vote

A Suggestion for the "Find Equipment" Popup for Service Leads and Opportunities we would like to have the Equipment number added

Currently the list includes the FPC which is only showing as a letter (not really meaning much). It would be better to show the Equipment number that the customer has nominated so 1. a cross check of machine data can be completed, 2. the right mac...

Created 12 Sep 06:16 by Darren McAllister

SalesLink

3 Shipped
2 Vote

Store dealer code overrides in branches

For dealers that have multiple dealer codes, we will allow branch configurations to contain a "dealer code override" which the system will use instead of the configuration key whenever a dealer code is required.

Created 05 Nov 20:49 by David Vuong

SalesLink

0 Shipped
20 Vote

Create a way to do a batch reassignment of leads from one rep to another

We often move reps from one territory to another or when a rep leaves and a new person is put into that territory we need to reassign all of the leads from one person to another - right now we have to do that by going into each lead one at a time ...

Created 25 Jun 16:44 by Greg DeWalt

SalesLink

1 Shipped
4 Vote

Ability to Disable Opportunity Sources without needing to move opportunities associated with the source.

Provide the ability to disable an opportunity source in SalesLink without needed to move all the opportunities a off of that source to another

Created 04 Mar 16:58 by Alex Ingram

SalesLink

1 Shipped
1 Vote

Users can edit their name and email in CloudLink

Problem: Users periodically want/need to update their name and email in CloudLink. Current process: Log into CloudLink with a new email address creates a second account, which then prompts a Support ticket to merge the old and new account. Sometim...

Created 31 Jan 15:22 by Stephen Cavanagh

SalesLink / Internal Idea

1 Shipped
4 Vote

Update the UCC CAIS file format

The file format seems to have changed with no workaround possible to support UCC uploads.

Created 20 Feb 14:22 by David Vuong

SalesLink

1 Shipped
17 Vote

Create an option to Select/Select all, when changing the status of leads/opps and overdue activities to NO LEAD, NO DEAL and Delete (for an admin)

When there is a need to make several opp/leads to NO LEAD, NO DEAL and delete couple overdue activities, we either can go and delete one by one by going into the details or have to put a ticket with Uptake. This new process will save time for both...

Created 25 Jan 16:23 by Battogtokh Anu

SalesLink

1 Shipped
13 Vote

Add Equipment Activity Indicator to SalesLink

In order to provide visibility and allow a method for users to update a Serial number's Activity status to report to Caterpillar for OLGA calculations. Add Activity Indicator (Active, Parked, Scrapped, Other) for Customers Equipment List Allow for...

Created 07 Jul 18:05 by Peter Le Mare

SalesLink

3 Shipped
13 Vote

Improve Serial search by going to asset list once clicked search

Currently when searching for a Serial number in SalesLInk the successful search takes you to the customer information page. It would be an improvement to take the successful search to the asset page of the customer, and save the extra click to ope...

Created 10 May 23:34 by Darren McAllister

SalesLink

0 Shipped
14 Vote

You can now search and select from existing serial numbers when creating a new parts or service opportunity

When entering a Parts or Service Opportunity in SalesLink the Serial Number field in the Product Tab should be a drop down of the Customer's existing population or searchable of customer list. Currently it is free text. This should be applicable o...

Created 01 Nov 15:09 by Jayme James

SalesLink / User Experience and Useability

4 Shipped

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