CloudLink Ideas Portal

Add "exception based" Customer A/R visibility when creating quotes.

We had a suggestion from our sales reps and credit department to possibly add visibility to a customers A/R balance (possibly) exception based so that when they are creating a quote, they can work in any funds owed in the the machine deal.

  • Mike Love
  • Jul 5 2018
iQuote / New Functionality
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  • Mike Love commented
    November 01, 2021 20:07

    When creating a quote in iQuote, it would "flag" the user that the customer has an outstanding AR balance. This is a pretty old suggestion and not high up on our priority list.

    Thanks..

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  • Court Laslop commented
    November 01, 2021 18:29

    Hi Mike,


    How does this request differ from the A/R information already visible through SalesLink for the customer?

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