e-automate Ideas Portal

Why is it useful - because us (the dealer) & the customers will be able to see what department the machine was serviced on. Who would benefit from it - us the dealer when reviewing invoices along with the customer. They call us all the time as...

We'd like to see actual usage of incoming traffic, referral pages, used pages (user journey), and general analytics

I feel that my data is mine and you are simple storing it and that as the owner of My Company I should have access to all the eautomate funcition on the cloud as if it were loaded in my office ---what is so hard to understand about that ...... so ...

We have a customer that we sold 100+ pieces of equipment to that they need added to an existing contract. We have to add these manually 1 by 1. The CIU already allows you to bulk add equipment, but only for new contracts. Why doesn't this exist fo...

More granular details/control over Sales Orders. Being able to represent Purchase Orders, tracking, shipments at a Sales Order line level in the event of multiple shipments or details needing to be tracked within one order.

API access or options on import utilities allowing for a more expanded range of interactions with e-Automate. IE: importing equipment, acquisitions, contracts, customers, etc.. All via API or expanded/updated import utilities.

More efficient job outputs like: printing invoices being able to be split between tasks, running tasks simultaneously, improved general performance of tasks completing.

Further build out of filter options within the e-Agent program. Create filters that allow for a similar filter options like e-Views has today to expand possible configuration options.

Using SAML so dealers can connect to their existing Active Directory. Current state login/user creation across ECI products is not seamless and user accounts aren't linked between products in anyway.

e-Automate database naturally gets bloated with service calls, items, meters, orders, etc.. Being able to archive data after 5-10 years old and clear them from the database while still retaining a copy of the data somewhere else if needed could dr...