CloudLink Ideas Portal

Add Configurability/Features to "Look for" in IQuote

Dealers use the "look for" search bar in IQuote differently from one dealer to the next. Configurability should be added so that dealers can choose if they want their default to be "inventory" or "quotes." I think the same options should apply to the "with" drop down as well as the "that" drop down so that all for configurability. This lets the dealers decide what they want as their own defaults. Add "serial number" as an option when looking for inventory in the "with" drop down. As far as enhancements, you should take some of the inventory apps features and add to this search in IQuote. For example: If you search, add the "qty" bubble on the tabs so you can see how many results are in inventory vs order vs attachments. If there is only one result auto-default to that tab instead of just machines everytime. If multiple results in multiple tabs, default to highest qty.

  • Michael Kreher
  • Aug 13 2021
  • Needs more votes
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