CloudLink Ideas Portal

10 Vote

Have COTI generate a 'Thank-You' letter based on information from the deal

Currently, our sales coordinators are in charge of creating welcome kits and thank you letters for our customers on each deal. Being that COTI has all the information necessary, we would like the system to generate a thank-you letter for our custo...

Created 20 Sep 22:12 by Zachary Czarnecki

COTI / Dealer Idea / Integrations

0 Needs more votes
18 Vote

More comprehensive filtering capability

We’d like to see the ability for dealers to pick which filters show on which pages as well as re-label them as it would be applicable to how they need too. Some filters we currently have, are not useful to us, while there could be some others we’d...

Created 22 Mar 18:38 by Priscilla Fuentes

COTI / API, Data or Reporting

1 Planned - to be scheduled
8 Vote

Add Time to "Last Updated" Column in Sales Manager & Sales Rep view....also default sort oldest to newest.

It would be extremely helpful to the users working deals in this view to have the last updated column include the time as well as date. Especially towards the end of the month. Also, if the view could default sort oldest to newest, it would be hel...

Created 31 Oct 20:03 by Mike Love

COTI / User Experience and Useability

0 Needs more votes
7 Vote

Add RPO column

We would like a new column were we can managed all current RPOs that are NOT SOLD (not invoiced). This column should resemble the "Total" column on the main COTI workflow page. We would like this column to the far right of the workflow after the "...

Created 11 May 15:40 by Erica Gladden

COTI / Dealer Idea

0
4 Vote

Add RTS field from iQuote into COTI deal details

There is currently an RTS field that populates in iQuote for machines on order. I have attached a screenshot of that field. We would like that information brought over to COTI, preferably in the Deal Details section.

Created 26 Jul 21:56 by Zachary Czarnecki

COTI / User Experience and Useability

1 Needs more votes
7 Vote

Improve Pending Deals Report

I'd like to see some added functionality to improve the pending deals report: be able to re-order AND hide columns, the current view has information that isn't pertinent so all of the checklist item aren't in view add more filter options that can ...

Created 02 Mar 15:43 by Kelly Kotara

COTI / Dealer Idea

0
2 Vote

Quick responses to COTI notifications

Because the notification email from COTI is sent from a non-existent mailbox, recipients cannot reply directly and instead must work around it. An example workaround is to forward the email to the sales coordinator who then needs to upload the ema...

Created 18 Sep 15:14 by David Vuong

COTI / New Functionality / User Experience and Useability

0
5 Vote

Have the ability to pull in Lease/Rental agreements to the Invoice fields

Currently, the system only recognizes S (Sale) agreements in the invoice fields. We would like the system to also recognize Lease deals.

Created 29 May 21:38 by Zachary Czarnecki

COTI / Dealer Idea

0
6 Vote

Mobile Phone version of COTI

Some of our users would like to use COTI from their mobile phones when on the go.

Created 02 Nov 19:57 by Bryan Nelson

COTI / New Functionality

1 Will not implement
4 Vote

Ability to Create Dashbaords to various things in COTI (current in progress or invoiced financials)

We spend a lot of time exporting DBS and COTI reports to build dashboards to help visualize In Progress deals, Invoiced deals, ect. All of this information is in COTI and changes often so once data is exported, it's out dated. We'd like to have th...

Created 06 Nov 15:25 by Kelly Kotara

COTI / Dealer Idea

0

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