CloudLink Ideas Portal

2 Vote

Make Base Model > Local Items Selected > Extended Descr. Parts Num, Vendor, Segm, and SMCS Fields Optional

Those fields are only applicable for CAT dealers and is thus not appropriate for 100% of users.

Created 11 Mar 20:19 by Jake Wolinsky

iQuote

0
2 Vote

Make Base Model > Local Items > Extended Desc, Parts #, Vendor, Segment, and SMCS Fields Optional

Those fields are only necessarily relevant for Caterpillar dealerships and are thus not applicable/appropriate for other dealerships.

Created 11 Mar 18:47 by Jake Wolinsky

iQuote

0
2 Vote

Local Items - Less mandatory fields

Is it possible to make these fields not mandatory? We don't use these since we are AG not Cat, it would be nice to not have to put in a . or other character to continue on.

Created 08 Mar 22:13 by Deleted User

iQuote

0
1 Vote

User defined Warranty edit function

Unable to edit User Defined warranty if you've made an error. The only option is to delete and start again, there is no ability to edit the user defined warranty. Please refer to Screen Shot User Defined Warranty

Created 04 May 23:17 by Court Laslop

iQuote / New Functionality

0
1 Vote

Trade In Details Not Populating the Quote from the Opportunity

When creating a Quote from an Opportunity, the Trade In details are not populating in to the Trade-Ins section within the Configuration tab of iQuote

Created 04 May 22:59 by Court Laslop

iQuote / New Functionality

0
1 Vote

Opportunity not reflecting the Lost Reason selected in iQuote

When updating the Quote Status to Lost in iQuote and populating the mandatory fields, the Lost Reason is not reflecting in the Opportunity that is closed when losing the deal.

Created 04 May 22:56 by Court Laslop

iQuote / New Functionality

0
1 Vote

Unable to Select Opportunity Type When Creating a Quote from a Standard Package

The Sales and Rent Opportunity Type options are missing when creating a quote from a Standard Package

Created 04 May 22:50 by Court Laslop

iQuote / New Functionality

0
1 Vote

Competitor Info - Transaction Details fields are not pre populating

When the Quote has been updated from In Progress or Submitted to No Deal, Lost or Won status the Transaction Details of the Competitor Info section is not pre populating some of the mandatory fields; FPC and Compatibility Code (aligned to the cust...

Created 03 May 22:58 by Court Laslop

iQuote / New Functionality

0
1 Vote

Add EquipmentLink hyperlink in iQuote

We would like to see EquipmentLink hyperlinks in iQuote when users are looking at the Equipment Related Tasks when viewing product inventory.

Created 29 Apr 15:30 by Jessica Mayher

iQuote / Integrations

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

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