CloudLink Ideas Portal

4 Vote

Sales Reps Incomplete Deals should not be removed from Saleslink until COTI checklist items are completed

Incomplete Deals are being removed from sales rep's view before checklist phases have been completed. We would like the incomplete deals to stay incomplete until all checklist items have been completed

Created 10 May 14:48 by Erica Gladden

COTI / API, Data or Reporting

1 Needs more votes
4 Vote

Map comments from payment terms to the Quote document.

Comments added to the Payment Terms section in iQuote should appear on the quote document under Payment Terms. There is already a configuration to map these comments to the Sale and RPO Agreements, but not for the quote document. This would be ver...

Created 15 Apr 19:04 by Danielle Ricketson

iQuote / User Experience and Useability

1
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
3 Vote

After requesting an edit or transfer of an asset, an indicator alongside the asset to flag request sent

Currently when updating assets in SalesLink the process is very quick to transfer or edit as required. It would be helpful to have a symbol along side the asset to show that there is a gatekeeper request in progress - anyone's request, but especia...

Created 28 Oct 02:18 by Darren McAllister

SalesLink / Dealer Idea

0
3 Vote

Display blocking events on both My Work and Schedule

This started as case 00060522 submitted by Carolina. There are 5 types of blocking events that can be scheduled for technicians: Training Sick/Off Vacation Other Pending Work. These Blocking type events needs to be displayed on both the My Work vi...

Created 21 Oct 22:14 by Hector Catre

ServiceLink Flex

0
4 Vote

Create OLGA button on the Equipment List within Saleslink

To get quick access to relevant OLGA alerts it would help to have an OLGA button on the equipment list. This would provide quick access to OLGA alerts similar to viewing workorders or SL's by serial number.

Created 20 Mar 04:02 by Greg Chard

SalesLink

0 Needs more votes
3 Vote

Create opportunities for non-sales-rep employees

We're looking to allow our parts employees functionality in sales link to create opportunities that are not assigned to a rep, that the parts employee can edit the stages themselves. We do not want customer search users to have the functionality t...

Created 16 Oct 12:47 by Jessica Mayher

Customer Search

1 Already exists
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
4 Vote

CIM - Ability to search Saleslink by Issue Number using the search bar

We often have people collaborating on issue resolutions and currently to get into a specific issue record you need to first search for a Customer and then the issue. It would speed up the process if we could search for an issue like we can an oppo...

Created 13 Mar 21:57 by Greg Chard

SalesLink / New Functionality

0 Needs more votes
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

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