CloudLink Ideas Portal

3 Vote

Ability to click one button, enter a stock/serial no. and go direct to the quote header screen. (Quick Quote Button)

Many times, our reps already know the stock no. of the unit they need to quote from other inventory modules. they then have to go into iQuote and search again through the hierarchy. It would be so much simpler if they was a quick quote button wher...

Created 05 Jul 14:50 by Mike Love

iQuote / Integrations

1
3 Vote

Default Contract to leasing contract when quoting a machine in the leasing division

When quoting a machine out of our leasing division in the agreement editor in settings have the document type auto default to the leasing contract

Created 27 Jun 18:02 by Rebecca Zanfardino

iQuote

2
3 Vote

Add Model field to Service leads

Can we please add "Model" to the options when adding a service lead. Currently the fields open to fill are Category, Estimated Revenue, Serial Number, & Make. We would like to add the additional field of Model to that list.

Created 25 Jun 18:35 by Matt Albanese

SalesLink

2 Needs more votes
2 Vote

Date Viewer / Editor for iMACS - Phase 4

Description The Goal of the iMACS Date Viewer / Editor is to give iMACS Users the ability to view all of the dates within a project in a coherent manner, while enabling the ability to edit multiple dates at the same time. Phase 4 - Phase editing (...

Created 26 Oct 21:10 by Hector Catre

iMacs / Dealer Idea / Internal Idea

2 Will not implement
2 Vote

Date Viewer / Editor for iMACS - Phase 3

Description The Goal of the iMACS Date Viewer / Editor is to give iMACS Users the ability to view all of the dates within a project in a coherent manner, while enabling the ability to edit multiple dates at the same time. Phase 3 - Calendar Sync T...

Created 26 Oct 21:09 by Hector Catre

iMacs / Dealer Idea / Internal Idea

0 Will not implement
2 Vote

Date Viewer / Editor for iMACS - Phase 2

Description The Goal of the iMACS Date Viewer / Editor is to give iMACS Users the ability to view all of the dates within a project in a coherent manner, while enabling the ability to edit multiple dates at the same time. Phase 2 - Multi-Date Edit...

Created 26 Oct 21:01 by Hector Catre

iMacs / Dealer Idea / Internal Idea

0 Will not implement
2 Vote

Visibility of User logged into SalesLink

Our IT department would like the name of the user signed into SalesLink to show in the upper right (or left) corner of the screen. They logged into accounts for us and have a hard time telling if they have logged into the new account or if their i...

Created 26 Oct 18:43 by Melissa Jarvis White

SalesLink / Dealer Idea

0
2 Vote

Disable reminder emails for NON-Urgent leads

We would like the ability to disable the reminder emails for "NON-Urgent" leads. During a campaign our sales reps are inundated with numerous emails (on a daily basis), which causes frustration. Being able to disable reminder emails for NON-Urgent...

Created 26 Oct 12:48 by Melissa Jarvis White

SalesLink / Dealer Idea

0
2 Vote

Add More Flexibility to Options and Bundles - ie. Filter by New and Used Quotes

I would like to see more flexibility to the Options and Bundles functionality. We really need to be able to filter by new and used so that we can have options/bundles only apply to New and or Used quotes. An example for New is the GCI National Pro...

Created 16 Oct 17:23 by Tony Lucini

iQuote / Dealer Idea

0
2 Vote

Calculations rules

Currently in iQuote there isn't visibility how the quote calculation is set up at the dealer which is something important to know in order to understand the values presented on the quote. This idea is a suggestion to add this information in few pl...

Created 13 Oct 22:11 by Luciana Branco

iQuote

0

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