CloudLink Ideas Portal

1 Vote

Enhance Vehicle Make error message to be more descriptive

"Vehicle make required when vehicle number is entered Something along those lines when vehicle number is not entered and Accenture sends back "Make Required" and "Cannot create DBS Work Order" error message.

Created 21 Dec 20:55 by Phil Mau

ServiceLink / Dealer Idea

0 Will not implement
2 Vote

Show serial number in "Transfer Equipment Popup" being transferred to ensure right asset is being moved

In the SalesLink equipment list, the dropdown to transfer equipment causes a box to popup to select which equipment to transfer. At the moment you just add the customer number for the asset to be transferred. If the Serial number could be shown in...

Created 19 Aug 05:01 by Darren McAllister

SalesLink

2 Will not implement
1 Vote

AX - Customer Parts discounts mapped to SalesLink

Customers with AX ERP systems have a field to capture the customers discount type. The idea is to use the Terms Code field for the discount information or even consider the use of a another field such as the Acct Type concatenating this informatio...

Created 15 Dec 09:33 by Stephen Cavanagh

SalesLink / Dealer Idea / Integrations

0
1 Vote

Refresh/validate button to refresh customer data in PSQ from DBSi in an active quote

If a quote is copied from an existing quote or if a quote was created prior to customer master data changes in DBSi, the quote does not contain the latest DBSi customer data. It would be great to have some way of triggering a customer data refresh...

Created 12 Dec 00:50 by Dan Ham

PSQuoter

0
4 Vote

No way to input a reason when marking a quote no deal

When a quote is marked lost, there is a box to input a reason. Would like to be able to do the same for a quote marked no deal. See attachments. If this needs to be put in as an enhancement request in idea portal, I also checked the "request quote...

Created 18 Nov 04:46 by Hector Catre

PSQuoter

0
1 Vote

Special Days Static Start & Finish

When adding special days and selecting the day of week or day of month, the preview section allows you to put a date range and generate the special days based on the input parameters. When you save and then go back into this event, the dates have ...

Created 10 Dec 22:26 by jarrad miller

ServiceLink

0 Needs more votes
1 Vote

Ability to Select Multiple Campaigns for a Lead

It would be great to be able to select multiple campaigns as the source of a lead - we utilize campaigns for keeping a close eye on some leads based on how we received the lead but we also have campaigns based on the marketing that brought the lea...

Created 08 Dec 16:35 by Sarah Cenedella

SalesLink

0
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
1 Vote

HELD UP ADDED BY SPECIFIC USERS WITHIN A DEPT (WARRANTY) BE THE ONLY ONES THAT CAN RESOLVE THE HELD UP ADDED OR MAKE IT SO IT'S A HARD STOP

Our Warranty team has created a manual held up and we need the ability for our users NOT to edit the held up or remove it. Can we create a held up for our Warranty Team where users that are not in a warranty role are unable to edit the held up?

Created 06 Dec 16:08 by Arlette costa

ServiceLink

0 Needs more votes

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