CloudLink Ideas Portal

5 Vote

Add custom dropdown field to COTI deal detail config

We have numerous "custom" fields that can be used in COTI (Date, Yes/No, Free text, number) but no way to configure a drop down with an editable list of options.

Created 06 Sep 02:06 by Sheldon Newey

COTI

1 Needs more votes
1 Vote

Have spell check enabled in all Texada modules

Having spell check integrated across all Texada modules, including Service Link & PSQ. The spell check function works if you're using Chrome and have the settings as Enhanced Spell Check. Edge doesn't work at all. I feel this functionality sho...

Created 11 Dec 05:43 by Luke Williams

ServiceLink

2 Needs more votes
5 Vote

Add Customer Requested Start Date field to ServiceLink

We are requesting to add a new field to ServiceLink for Customer Requested Start Date and an API to report that data back to us. We would like it to be a calendar field with the ability to have a default date set or be left blank.

Created 30 Aug 18:20 by Melissa Bonney

ServiceLink

2 Planned - to be scheduled
2 Vote

Improve the visibility/accuracy of customer credit situation in Sales Link/Texada Suite

We previously asked for a quote to customize this and were told to add it to ideas portal: Our finance leaders are having issues with the fact that the Sales Link AR screen customized for William Adams only shows invoices and AR buckets from Unit ...

Created 14 Aug 03:09 by Jonathan Slome

SalesLink

1 Needs clarification
9 Vote

Copy revisions to existing quotes

Can we add an option in the Revision Actions drop down to copy a revision to an existing quote. Since it is difficult to view and bring in revision(s) from a quote that has a lot of revisions and segments. Also, copying the whole quote does not br...

Created 09 May 13:33 by Kaelah Sherman

PSQuoter / Integrations

0 Needs more votes
2 Vote

Move Division Column next to the Customer Number Column for search results

To enhance the UX of SalesLink and prevent users from accidentally clicking on the incorrect division for a customer number, it would be better if we could have the Division identifier moved to alongside the Customer number in the display table. R...

Created 06 Aug 02:16 by Stuart Bell

SalesLink

1 Needs more votes
4 Vote

Partstore limitation on 250 part lines

There is a maximum of 250 part lines that can be transmitted to partStore. Anything above 250 parts MUST be requested separately with a different parts document number as per Accenture

Created 04 Dec 22:01 by Stephen Cavanagh

PSQuoter

0
2 Vote

Default to Yes for Follow up Activity

When creating a quote in iQuote, currently "Follow Up Activity" is defaulted to no. We would like this to default to yes to encourage reps to create a follow up activity.

Created 02 Aug 18:26 by Sarah Cenedella

iQuote

1 Needs more votes
2 Vote

Default Follow Up Date to Estimated Customer Reply Date

In iQuote, and a follow up activity is selected after submitting a quote to a customer, the default date for that activity should be the Estimated Customer Reply date

Created 02 Aug 18:24 by Sarah Cenedella

iQuote

0 Needs more votes
2 Vote

Remove the standard package option from the top of the model menu as it is a duplicate of what's under the sales model.

Remove the standard package option from the top of the model menu as it is a duplicate of what's under the sales model. There's is no difference between these.

Created 02 Aug 01:09 by Mark Knight

iQuote

0 Needs more votes

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