CloudLink Ideas Portal

Populate the agreement number in COTI, irrespective of whether a deal is invoiced or not

Currently, we only populate the sales agreement number from DBS once the deal has been invoiced. The ask is to have the Agreement number fetched from the Agreement Table in DBS irrespective of whether a deal is invoiced or not.


  • Peter Le Mare
  • May 24 2023
  • Needs more votes
How often would this idea be used? Daily
How much time would you save when the idea is implemented? It would save hours of work
How many people at your company would benefit from this idea? A Team or Group of People(5-25)
What problem is your idea trying to solve?

Surfacing useful data in a timely manner

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  • Admin
    David Vuong commented
    April 29, 2024 17:02

    We would want to hear from more dealers on this matter first.



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