CloudLink Ideas Portal

5 Vote

When creating a new Work Tool quote from Work Tool In Inventory add a new filter to search by stock number

When creating a Work Tool Quote only our MSR's would like a search function added so they can search for Work Tools (attachments) in inventory by stock number to create the quote - since the attachment could fit several machines reps are spending ...

Created 28 Jun 13:42 by Rebecca Zanfardino

iQuote

0
4 Vote

Make user access more configurable

In iQuote specifically I'd like to see more configuration options when it comes to what users can and cannot do. Power Users currently have the ability to delete & reopen quotes (along with other things), I'd like this to be restricted to the ...

Created 14 Nov 18:55 by Kelly Kotara

iQuote

0
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
3 Vote

Lease Hours on agreement document

We would like to be able to display the hours of the lease in the Terms section of the agreement document in iQuote. Currently there is no documentation of the # of hours agreed upon for the lease unless we stick it in the Notes section which appe...

Created 08 Feb 21:41 by Jessica Mayher

iQuote / Dealer Idea

1
5 Vote

Consider changing or allowing an option for different/multiple source of attachments out of DBS into iQuote

Need to pull from price model field because we only categorize attachments by one category in DBS. Allowing dealers to pull from different sources will give some flexibility for this.

Created 09 Mar 17:03 by Priscilla Fuentes

iQuote

1
1 Vote

AX ERP mapping for Created By Name for Equipment Notes

For customers with AX ERPs integrated with Cloudlink: The “name” field in EquipmentLink inventory for DBS is blank. This should have the “CREATED BY” name.

Created 06 Dec 17:36 by Stephen Cavanagh

iQuote

0 Needs more votes
1 Vote

iQuote current price indicator additional rules

The iQuote current price indicator shows non-current (red exclamation mark) for $0 items that are necessary to show in the quote but not necessary to check if the price is current against the price lists. This results in a false indicator as there...

Created 06 Dec 17:17 by Stephen Cavanagh

iQuote

0 Needs more votes
4 Vote

Reconfigure the iQuote search to not always use 'EQUALS' as the default

In using the search bar in iQuote, no matter what combination we use, the default is always 'EQUALS'. Is there a way to change that configuration? Reps constantly forget to change the default over to 'CONTAINS' and can never find what they are loo...

Created 01 Jul 14:50 by Jessica Mayher

iQuote / User Experience and Useability

0
1 Vote

Reduce effort needed to use dropdowns

Some dropdowns such as Sales Territory sort their values by the internal ID which makes finding the correct value difficult for users. Some potential solutions: Default to sort all dropdowns alphabetically Allow users to search within a dropdown f...

Created 30 Nov 21:49 by David Vuong

iQuote

0 Needs more votes
1 Vote

Increase the number of the attachments visible for rental quotes in the configuration tab in iQuote

No description provided

Created 22 Nov 15:39 by David Vuong

iQuote

0 Needs more votes

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