CloudLink Ideas Portal

1 Vote

Support for DICO and other additional PSE fields

Mockups Details Additional data is now received and transmitted to Caterpillar in regards to PSE leads. When SalesLink POSTs lead data, the following fields need to be additionally included Sales rep number for dealer-originated opportunities (dea...

Created 27 Mar 15:01 by David Vuong

SalesLink

0 Planned - to be scheduled
14 Vote

Clone Leads and Opportunities for multi-machine opportunities

Have the ability to easy create a copy of a lead or opportunity (header details) for multi-machine opportunities.

Created 10 Oct 23:56 by Paul Meyer

SalesLink

2 Planned - to be scheduled
1 Vote

Competitive sell price logic change to accommodate multi-currency quotes

The competitive sell price is populated by default using logic that currently works best for mono-currency quotes. This enhancement will update the logic so that the competitive sell price is Foreign currency Sell Price converted to local currency...

Created 20 Mar 16:20 by David Vuong

iQuote / New Functionality

0 Planned - to be scheduled
8 Vote

To have the description of the Opportunity show on the opps list view

The current view of opportunities in FLEX shows the customer, Customer contact, source and then the tiles with product quantity, est $'s, Est Month (not sure which one) and Opp number. It would be very helpful to know what the description of the O...

Created 10 Oct 06:19 by Darren McAllister

SalesLink Flex

0 Planned - to be scheduled
2 Vote

Unified Text Sizing

Please revisit the text sizing from the roll out of the new look of platform in Feb 2025. Some text is overly large and others are tiny. There is no way to adjust a screen view to see any of the information well at the same time. Working through c...

Created 11 Feb 20:44 by Kindra McHenry

SalesLink

2 Planned - to be scheduled
11 Vote

(WesTrac) Financials Tab Enhancement

The financial tab on service link currently does not display accurate details to the total end costings of the work order to the customer - taxes and any additional service charges are not captured this gives an icorrect assumption of the costing ...

Created 13 Jun 05:44 by Travis Satur

ServiceLink

1 Planned - to be scheduled
6 Vote

Enable the ability to transfer equipment from one customer to another

To enable on the spot transfer of assets within the customer base while discussing the MPOP with the customer. This will ensure changes are captured immediately and not requiring updates later.

Created 23 Oct 21:14 by Darren McAllister

SalesLink Flex

1 Planned - to be scheduled
18 Vote

Upload CVA pricing

Today, CVA pricing must be updated by filling out a spreadsheet and asking Texada staff to update the pricing which typically happens on an annual basis. This enhancement will add the ability for customers to this themselves in the application.

Created 29 Nov 22:39 by David Vuong

iQuote

0 Planned - to be scheduled
2 Vote

Integrate with IIR for PEC reports

Industrial Info Resources (IIR) is a company that provides global market intelligence on industrial projects, plant assets, and unit maintenance events. They cover various industries including power, oil and gas, chemicals, metals, and more. Their...

Created 29 Jan 18:40 by David Vuong

SalesLink / Integrations

0 Planned - to be scheduled
3 Vote

EMT Communication History page view

Improve the design of the way additional Communication History records are viewed.

Created 19 Dec 18:59 by Stephen Cavanagh

EMT / Internal Idea

0 Planned - to be scheduled

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