CloudLink Ideas Portal

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
2 Vote

Add the customer's name into the cancelled deals report

Add the customer's name into the cancelled deals report in COTI.

Created 22 Nov 06:41 by Mark Knight

COTI / API, Data or Reporting / User Experience and Useability

0 Planned - to be scheduled
1 Vote

COTI - Cancel Deal - DO NOT automatically create a change request for every role

Definition: Cancel Deal function needs to no longer automatically create a Change Request that is assigned to every role by default.Please see the referenced report for the overuse of this default setting: Reasoning: Inundating people with a large...

Created 28 Aug 15:44 by Andreas Kanitz

COTI / Dealer Idea / New Functionality

0
2 Vote

Show Future Programs as Options when Selecting Future Delivery date

When quoting with an estimated delivery date in 2022 iQuote does not pull in the 2022 programs. It only shows 2021 available.

Created 13 Dec 15:41 by Joseph Abbas

COTI / New Functionality

0 Needs more votes
1 Vote

Auto populate the Delivery Location field in COTI from iQuote - Quote Editor Delivery field

To automatically populate Delivery Location field in COTI using the data entered at the quote stage in iQuote - Quote Editor tab - Delivery field

Created 29 Jul 05:26 by Rachel Whitelaw

COTI / Integrations

0 Needs more votes
1 Vote

Add a Drop Down Arrow for the Family Field in COTI - Attachments

When searching for an attachment there is nothing indicating in the Family field that there is a drop down option to select an item, refer to attachments. An arrow would indicate a drop down menu for the user to select

Created 02 Mar 05:45 by Rachel Whitelaw

COTI / User Experience and Useability

0 Needs more votes
0 Vote

Financials Export Needs to Include the Estimated Delivery date

When I export our Accounting year for backlog projections the estimated delivery date is not included in the export. We need this column of information added.

Created 16 Feb 21:23 by Sara Drainer

COTI / API, Data or Reporting

0 Needs more votes

CloudLink Ideas Portal

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Quick responses to COTI notifications

Add the customer's name into the cancelled deals report

COTI - Cancel Deal - DO NOT automatically create a change request for every role

Show Future Programs as Options when Selecting Future Delivery date

Auto populate the Delivery Location field in COTI from iQuote - Quote Editor Delivery field

Add a Drop Down Arrow for the Family Field in COTI - Attachments

Financials Export Needs to Include the Estimated Delivery date

If you would like to submit an CloudLink product issue or bug, please visit our Customer Support Portal

For support questions related to the CloudLink Ideas Portal, please contact CloudLink Customer Support

Filter by status

Filter by category

Identify yourself with your email address

Quick responses to COTI notifications

Add the customer's name into the cancelled deals report

COTI - Cancel Deal - DO NOT automatically create a change request for every role

Show Future Programs as Options when Selecting Future Delivery date

Auto populate the Delivery Location field in COTI from iQuote - Quote Editor Delivery field

Add a Drop Down Arrow for the Family Field in COTI - Attachments

Financials Export Needs to Include the Estimated Delivery date

If you would like to submit an CloudLink product issue or bug, please visit our Customer Support Portal

For support questions related to the CloudLink Ideas Portal, please contact CloudLink Customer Support