Feature Highlights
      Back to home
      1. Texada Knowledge Base
      2. Release Notes
      3. Feature Highlights

      iQuote: Transaction Details and Competitor Info

      Four new configuration keys for Texada iQuote have been added to CloudLink Console! These keys allow you to adjust the behavior of the Competitor Info panel when changing the status of a Quote.

      The new keys are:

      ckQuote.WonSales.ShowYesNoOptions

      This key controls whether or not the “Yes / No” toggle at the top of the Competitor Info panel should be displayed when changing a Quote’s status to “Won”.

      • Yes: The “Yes / No” toggle will be displayed, and the user will be able to select whether or not to include competitor info.
      • No: The “Yes / No” toggle will be hidden, and the user will be required to include competitor info. Select this option if you want to force users to always enter competitor info when setting a Quote to “Won”.

      ckQuote.WonSales.ShowCompetitiveInfo

      This key controls the default value of the “Yes / No” toggle at the top of the Competitor Info panel when changing a Quote’s status to “Won”.

      If ckQuote.WonSales.ShowYesNoOptions is set to “No”, the “Yes / No” toggle will be hidden and this key will have no effect.

      • Yes: The toggle will default to “Yes”.
      • No: The toggle will default to “No”.

      ckQuote.NoDealSales.ShowCompetitiveInfo

      This key controls the default value of the “Yes / No” toggle at the top of the Competitor Info panel when changing a Quote’s status to “No Deal”.

      • Yes: The toggle will default to “Yes”.
      • No: The toggle will default to “No”.

      ckQuote.WonSales.CompetitorNotParticipate.Mandatory

      This key controls whether or not the Manufacturer, Model, Cust. invoice w/o trade, and Quantity fields under “Competitors” will be mandatory when changing a Quote’s status to “Won” and selecting “Won - Competitor didn’t Actively Participate” from the Dealer Status drop-down.

      • Yes: The Manufacturer, Model, Cust. invoice w/o trade, and Quantity fields under “Competitors” will be mandatory. 
      • No: The Manufacturer, Model, Cust. invoice w/o trade, and Quantity fields under “Competitors” will be optional.