CloudLink Ideas Portal

Add drop down list option for selecting Stock # and Serial # from inventory in Deal Details

Presenting users with an alphabetical drop down list of machines in inventory would help prevent typos and errors in reporting.  Since the nightly batch job in COTI that looks for a matching invoice# in DBS keys off of Stock#, it would be helpful if the correct # was selected up front. Thank you.

  • Deborah Styring
  • Mar 5 2019
  • Needs more votes
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  • Deborah Styring commented
    December 04, 2019 13:27

    Hi Hector,  If I understand, you are asking if this field could present values based on the values the user enters?  i.e. If the user starts to enter "FJX", the field would present only those values that match what has been typed  Is this what you are suggesting?  If so, I think that would work great.  At least then the user is presented with only valid values and can select from a list, versus totally keying everything from scratch.  Thank you! Deborah

  • Hector Catre commented
    December 03, 2019 22:38

    Hi Deborah. We were reviewing this idea, and had concerns as the drop down could contain hundreds of stock # or hundreds of serial #. Would an on-the-fly limited drop down work (like when you start typing into Google Search)?



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