CSA Configuration

How to configure the term used to describe customer value agreements / preventative maintenance contracts in iQuote.

In This Article

• Introduction
• Configuration Key
• Affected Areas
  • Model Administration
  • SalesLink
  • Customer Order to Invoice
  • iQuote

Introduction

The term “Customer Service Agreement”, shortened to “CSA”, refers to a preventative maintenance contract between an equipment dealer and their customer. This term appears in multiple places throughout CloudLink.

As of this update, this term is now configurable via CloudLink Console.

Configuration Key

The term used for customer service agreements can be modified via the Label text for customer value agreements / customer service agreements configuration key, also known as  ckGlobal.PMDescription. 

Update this key’s running value to change the acronym used across all CloudLink products – including COTI, iQuote, Model Admin, SalesLink - Executive, SalesLink - Sales Rep, and SalesLink Flex – as well as in documents generated by these programs, such as quotes and service agreements.

For more information on working with configuration keys, see “Manage Configuration Keys”.

Affected Areas

Below is an exhaustive list of all the locations in CloudLink where this term appears. In each of these locations, the term “CSA” will be replaced with the running value of the Label text for customer value agreements / customer service agreements configuration key.

Model Administration

1. The “CSA Specifications” and “CSA Rates Period” options under “Manage” in the top menu:
   
2. In the title of the Specifications page:
   
3. In the title of the Rate Period page:
   
4. The “CSA” column of the “Manage All Base Models” page:
   
5. The “CSA” column of the “Manage Base Models” page (when viewing an equipment family):
   
6. The title of the “Manage CSA” page reached by clicking on a value in the CSA column on the Manage Base Models page:
   

SalesLink

1. The “CSA” column of the Performance Summary page under “Pipeline”:
   
2. The “CSA” row of the Performance Profile page reached by clicking on a customer on the Performance Summary page:
   
3. The “CSA Involved” column of the Winning Details panel on the details pages of won Opportunities:
   
4. Near the bottom of the “Target Accounts” tab of the “Budget” page:
   
5. In the title of the “CSA No Activity” page:
   

Customer Order to Invoice

1. The “CSA Involved” field of the “General Information” tab of the “Deal Details” screen:
   

iQuote

1. On the Configuration tab of the Quote details page:
   
   
2. On the “Payment Terms / Taxes” tab of the Quote details page:
   
3. On the “Quote Editor” tab of the Quote details page:
   
4. On the “Document” tab of the Quote details page:
   
5. When editing a CSA document:
   
6. On the “Edit CSA” page: