CloudLink Ideas Portal

Ability to edit equipment notes via gatekeeper function

Currently there is no way to update the equipment notes via Saleslink requests. We need the ability for reps to request updates to the equipment notes in Saleslink and have them processed through to the ERP via the gatekeeper automation. Even if its initially a manual update from AX to the ERP to get us going would be great.

  • Greg Chard
  • Oct 29 2019
  • Already exists
  • Attach files
  • Admin
    David Vuong commented
    06 Jan 20:39

    This functionality can be enabled using the key ckCommon.Customer.EquipmentAddEdit.Notes.Show

  • Admin
    David Vuong commented
    October 01, 2024 21:58

    The ability to put notes on an equipment record seems to already exist. This can be enabled using the key ckCommon.Customer.EquipmentAddEdit.Notes.Show

    Is it that the notes are absent from your gatekeeper requests?

  • Mark Courtenay commented
    December 21, 2021 23:15

    Thanks Mary, This is fantastic news, you are about to make a lot of Product Support Reps very happy.

    Thanks again & Merry Christmas

    Mark Courtenay | Customer Support Manager - Regional
    Hastings Deering (Australia) Limited - 1123 Beaudesert Road, Acacia Ridge QLD 4110
    P: +61 7 3365 9439 M: +61 418 194 487 E: mark.courtenay@hastingsdeering.com.au
    W: www.hastingsdeering.com.au

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