CloudLink Ideas Portal

Equipment Add function

Allowing the model box when adding equipment to be a drop down feature of models in dealers database rather than a type in fitler

  • Eric Bowers
  • Jun 5 2024
  • Already exists
How often would this idea be used? Daily
How much time would you save when the idea is implemented? It would save minutes of work
How many people at your company would benefit from this idea? Everyone
What problem is your idea trying to solve?

To clean up the process

  • Attach files
  • Eric Bowers commented
    14 Jan 14:11

    I think Tracy is onto something here as well. Would be a better benefit if both Cat and Competitive models could be displayed.

  • Tracy DiStefano commented
    14 Jan 13:34

    Thank you - I think Eric would agree that the request does not fully exist as CAT models are usually known to our end users. This functionality would benefit us more for Non-CAT.

  • Admin
    David Vuong commented
    13 Jan 20:54

    You can request for this to be enabled by contacting customer support, referring to configuration key ckCommon.EquipmentAddEdit.Cat.Model.

    Note 1: this currently only works for Caterpillar models.

    Note 2: this might require a deeper dive into your data mapping.

  • Tracy DiStefano commented
    July 17, 2024 18:50

    This would also help save Gatekeepers time in adding the data into our ERP. As a D365 dealer we still do not have the "Push to DBS (ERP)" functionality. Having to research models or go back to end users is time consuming.

  • Eric Bowers commented
    June 13, 2024 12:54

    I have attached a photo and highlighted the model portion I am referring too. Would be great if this feature could pull on Model description from what we house to clean up any error that would happen.

  • Admin
    David Vuong commented
    June 11, 2024 21:18

    Could you provide screenshots to show us where you're looking exactly?



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