CloudLink Ideas Portal

2 Vote

Ability to add Equipment Estimated Receipt Date Data in Inventory Field

This request is to add Equipment Estimated Receipt Date Field (date the equipment will arrive at our branch) to the SalesLink > Equipment > Note field or new Inventory field.

Created 28 Feb 14:11 by Aaron Raebel

Inventory

2 Needs clarification
6 Vote

Update uninvoiced machine serial number details from DBS into COTI via the stock number

For machines in stock and on order that have not been invoiced update the serial number using the stock number. Ideally this would be a live update. Refer to ticket 3581498696 that states "For deals not to be invoiced during this overnight batch, ...

Created 08 Oct 01:43 by Mark Knight

COTI

2 Needs clarification
1 Vote

Work order that is scheduled to a technician, have the visibility to the Dispatcher's name that opened the work order

We were wondering if there was a way for us to add into these dashboard cell views the dispatcher that opened the WO on the cell? Like for example, we can somehow see the lead tech assigned at the bottom, instead of that could we maybe get the dis...

Created 27 Feb 16:34 by Arlette Costa

ServiceLink

2 Needs clarification
1 Vote

Add Contact to Advance Search

Leslie Newman and Kim Mclain from Yancey are looking for a quote on adding the Contact Name field to the Advanced Search in ServiceLink. Their use-case is to allow the Service Coordinator to use the Advanced Search to find and export all of the re...

Created 11 Feb 21:51 by Stephen Cavanagh

ServiceLink / SOW

0 Needs clarification
1 Vote

A COTI deal can update its opportunity's estimated revenue

Background Estimated revenue values on opportunity records can become inaccurate due to changes later in a deal's lifecycle. This compromises won opportunity reporting accuracy, especially where a dealership / division is only using SalesLink and ...

Created 10 Feb 14:47 by David Vuong

COTI / SOW

0 Needs clarification
7 Vote

ServiceLink/Cat Interact Work Order Sync

When a Work Order is opened in ServiceLink, work order data is sent to DBS and on to Cat Interact. That data sync is a one time push to Cat Interact. If the purchase order, SMU, customer contact, etc is updated in ServiceLink throughout the life o...

Created 21 Feb 01:57 by Matt Dennison

ServiceLink

1 Needs clarification
3 Vote

API feed established to the Product Status Dashboard database from Cat

I would like to see the Condition Monitoring Portal (EquipmentLink) have an API feed established to the Product Status Dashboard database from Cat. It’s web location is: https://ecmreports.cat.com

Created 03 Oct 17:55 by Brandy Kearney

Condition Monitoring Portal

1 Needs clarification
6 Vote

Expand the Character Limit for each line item of the configuration to eliminate descriptions getting cut off

I would like the character limit expanded for each description line within the configuration.

Created 09 Jan 14:36 by Jerrad Bourne

Inventory

2 Needs clarification
5 Vote

ServiceLink Media Tab/Cat Interact Media Sync

Integrate ServiceLink's Media Tab with Cat Interact's Media tabs in order to retain work order related media in both applications without the need to upload in both applications manually.

Created 21 Feb 01:49 by Matt Dennison

ServiceLink

1 Needs clarification
4 Vote

Enhance UCC management with seamless API integration and AI/ML-driven matching, ensuring efficiency and accuracy

Uploading and matching UCC's in SalesLink is a tedious and mundane process month after month. We are proposing a solution that would not only streamline the upload process for UCC's, but also assist in the matching of UCC's to customer and prospec...

Created 02 Apr 16:25 by Dylan Lightfoot

SalesLink

2 Needs clarification

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