CloudLink Ideas Portal

Need PSE Type field to be optional for non-Cat manufacturers

When quoting a non-Cat machine with no SN or one that isn't on the customer's pop file, the PSE Type field is still mandatory. When a non-Cat machine is in the customer's pop file and is selected in the quote header, the PSE Type field becomes optional. Need this functionality right away before we convert the PSE Type field visibility key in CloudLink Console to 'Show (Mandatory)'

  • Justin VAhlborn
  • Feb 16 2024
How often would this idea be used? Daily
How much time would you save when the idea is implemented? We cannot operate without it
How many people at your company would benefit from this idea? Everyone
What problem is your idea trying to solve?

Unite API gaps matching quotes to the appropriate PSE (service) types of the opportunities in our sales funnel.

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