CloudLink Ideas Portal

2 Vote

Can we get the engine serial number populated in the service delivery record

Can we get the engine serial number populated in the service delivery record

Created 21 Jul 20:55 by Court Laslop

iQuote / API, Data or Reporting

0
4 Vote

Add DBS 3-digit sales rep number to the reservation request in iQuote

When a sales coordinator receives a reservation request for a machine or attachment from the iQuote module, they have to set up the reservation in DBS. This requires the sales rep number (3-digit numeric code), which then pulls in the sales r...

Created 03 Jul 17:32 by Kelly Lumley

iQuote / API, Data or Reporting / User Experience and Useability

0
3 Vote

Auto tag customer account as Governmental

In the CL version of iQuote, you can auto tag the customer being quoted by adding a code in DBS to identify the customer as a Corporate Account. It would be nice to do the same think for Governmental customers. Governmental customers and quotes re...

Created 25 Apr 19:04 by Mike Love

iQuote / API, Data or Reporting

4
1 Vote

Auto populate the engine number into the delivery service record

To get the engine number from the machine configuration to auto populate into the machine delivery service record.

Created 24 Oct 02:41 by Mark Knight

iQuote / API, Data or Reporting

0 Needs more votes

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