CloudLink Ideas Portal

1 Vote

New fields in COTI that show GP for both multi- and single-currency quotes

New field: QuotedGP = DealSheetAmountInInvoiceCurrency - PackageGrandTotal_CostAmount Read only. Default label: Quoted GP New field: QuotedGPPercent = QuotedGP / PackageGrandTotal_CostAmount will reflect the gross profit percentage based off of th...

Created 01 Apr 16:06 by David Vuong

COTI

0 Scheduled
1 Vote

Enhance EquipmentLink to report on whether a serial number's data comes from CAT Daily vs VisionLink

This would allow the customer to troubleshoot why they are or are not seeing utilization information, reducing tickets

Created 14 Jan 15:31 by Deborah Babington

Condition Monitoring Portal / Dealer Idea

0 Scheduled
4 Vote

TO and FROM date fields now use a single date range UI component

Be able to have a single field that captures a date range - Currently we can only setup 2 different static date fields for a planned start date and planned end date of a particular task but would like to have a single field that allows a date rang...

Created 01 May 03:43 by Daniel Matthews

COTI

4 Scheduled
2 Vote

Remove customer ABN number from Exempt No field

The system is currently showing customers ABN number in the tax Exempt No field, this should be removed.

Created 01 Jul 05:24 by Adam Young

ServiceLink

1 Scheduled
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
1 Vote

Ability to use Promo Codes (discounts) when closing jobs in ServiceLink

Save time, reduce systems, ease job closing. Allow Promo Codes to be applied to parts in ServiceLink when closing jobs rather than forcing users back to DBS. This will give ServiceLink more credibility as it will work as is needed for Contract PM'...

Created 22 Jun 18:41 by Will VanderToolen

ServiceLink

1 Scheduled

CloudLink Ideas Portal

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New fields in COTI that show GP for both multi- and single-currency quotes

Enhance EquipmentLink to report on whether a serial number's data comes from CAT Daily vs VisionLink

TO and FROM date fields now use a single date range UI component

Remove customer ABN number from Exempt No field

Connecting Microsoft AX to SAQ

Ability to use Promo Codes (discounts) when closing jobs in ServiceLink

If you would like to submit an CloudLink product issue or bug, please visit our Customer Support Portal

For support questions related to the CloudLink Ideas Portal, please contact CloudLink Customer Support

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New fields in COTI that show GP for both multi- and single-currency quotes

Enhance EquipmentLink to report on whether a serial number's data comes from CAT Daily vs VisionLink

TO and FROM date fields now use a single date range UI component

Remove customer ABN number from Exempt No field

Connecting Microsoft AX to SAQ

Ability to use Promo Codes (discounts) when closing jobs in ServiceLink

If you would like to submit an CloudLink product issue or bug, please visit our Customer Support Portal

For support questions related to the CloudLink Ideas Portal, please contact CloudLink Customer Support