CloudLink Ideas Portal

1 Vote

Ability to update division once opportunity/quote are created

Currently, once an opportunity/quote are created, we are unable to change the division. So if say the Rental Division is accidentally selected and it should have been under Earthmoving Division. We have to cancel the existing opportunity and quote...

Created 27 Aug 13:18 by Jessica Carey

iQuote

0 Needs review
1 Vote

Rental Details - Hide fields we dont use

We would like to hide unnecessary fields that we don't want or use in the rental agreement. There are specific fields that don't benefit us.

Created 20 Aug 13:57 by Ryan Walsh

iQuote

0 Needs review
1 Vote

Winning a deal in iQuote reason not required

Currently when winning a deal in iQuote the reason is not required. The Reason field in SalesLink is a mandatory field when winning an opportunity so it makes sense that it should be set as such in iQuote

Created 19 Aug 00:18 by Darren McAllister

iQuote

0 Needs review

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