CloudLink Ideas Portal

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

Ability to Filter down Inventory List

Our sales reps have provided us with the idea to filter down the inventory list in iQuote. Each column anywhere the inventory list populates would have the filter capability so they could narrow down what they're looking for (Eq Status, not on agr...

Created 16 Jan 17:22 by Kelly Kotara

iQuote / New Functionality / User Experience and Useability

0
2 Vote

Ability to write/copy Base Model structure in Model Admin across divisions

This is for Model Admin, but it's not in the menu. It would be nice to have the option to set up the Family/Base Model/Model structure and copy it from Division to Division instead of doing it manually. This would allow us to maintain it once, vs....

Created 11 Jul 14:18 by Mike Love

iQuote / New Functionality / User Experience and Useability

0
1 Vote

User defined icon not appearing, it is showing system defined

When in iQuote, and in a quote, I have changed the GP % at a line item in the CAT Components section and the system displays the system defined icon (green tick mark) and not the User defined icon, this is the same if you change the CAT consist GP...

Created 28 Apr 23:30 by Court Laslop

iQuote / New Functionality / User Experience and Useability

0
2 Vote

Add Models across different divisions

At Hastings Deering, we have loaded our Models from within Microsoft Dynamics AX. This allows us to upload CAT and Non-CAT Worktool models. Currently, the issue is that arise are that once a model is added to a division. The same model will have t...

Created 13 Feb 03:25 by Daniel Hamer

iQuote / User Experience and Useability

0
2 Vote

Create process to upload CAT Extended warranty to 'corporate accounts'

We like the new corporate accounts/quote feature, but when you try to select the Extended Warranty, it won't show any. My understanding is that the rates are the same as for 'private; accounts, so we just need a way to map these into corporate quo...

Created 21 Jan 16:19 by Deborah Styring

iQuote / New Functionality / User Experience and Useability

0
1 Vote

Mandatory field in SalesLink not in iQuote - Reason for win

When winning a deal in iQuote there is so "reason" for the win which is mandatory in SalesLink User has to go back to Opportunity and update details. It would be helpful to have this in iQuote to save a step in the process.

Created 04 Mar 23:21 by Darren McAllister

iQuote / Dealer Idea / User Experience and Useability

0
1 Vote

Defaults search option for quotes to be similar to SalesLink (contains - customer name)

Current default search criteria is quotenumber which nobody remembers.

Created 30 Aug 06:17 by Paul Meyer

iQuote / User Experience and Useability

0
1 Vote

Break out amount for "Loan payoff by Dealer" as a cost to deal

In the trade in section where you can indicate the loan payoff to be paid by the dealer, we think that amount should automatically be broken out as a cost.

Created 27 Nov 16:12 by Mike Love

iQuote / New Functionality / User Experience and Useability

1

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