CloudLink Ideas Portal

2 Vote

Add Trade In SN to search drop down

It would be helpful to be able to search by trade in SN in the COTI search.

Created 11 Jul 15:50 by Mike Love

COTI / User Experience and Useability

0 Needs more votes
1 Vote

Unable to see the first column in the COTI work flows when scrolling to the right

When scrolling to the right in the workflows in COTI the first column disappears making it difficult to search

Created 26 Apr 23:03 by Court Laslop

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

0
1 Vote

Need claims info on deals added to Financials report

Is there any way to add the claims program name(second screenshot) to this report?

Created 22 Apr 23:22 by Court Laslop

COTI / API, Data or Reporting

0
1 Vote

Duplicate COTI Records for same ID#

ckglobal.Deal.StockNo.PreventDuplicates should include NRPO. Maybe there needs to be a rule that you can only have one active deal per stock number on an NRPO.

Created 22 Apr 23:05 by Court Laslop

COTI / New Functionality

0
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
1 Vote

Financials - Division Filter needs to be Multi-Select

https://jira.uptake.com/browse/TOR-57499 This is a big deal for a number of dealers such as Hawthorne and Westrac who operate as "separate companies" from a workflow standpoint.

Created 07 Feb 21:47 by Court Laslop

COTI / User Experience and Useability

0
1 Vote

Sales Agreement

https://jira.uptake.com/browse/TOR-54311 Sales Agreements are not pulling into COTI "Value is Present" checklist item.

Created 04 Feb 23:16 by Court Laslop

COTI / API, Data or Reporting

0
1 Vote

Copy division to a new one

https://jira.uptake.com/browse/TOR-47686 We used to have an Admin functionality to copy 1 division configuration to another in COTI however we disabled this functionality as the Proc was written in a bad way in which it was relying on the insightD...

Created 04 Feb 23:08 by Court Laslop

COTI / New Functionality

0
2 Vote

Ability to add custom role to Workflow filter section

Dealer may have custom work roles (i.e. Finance Coordinator). We would like the ability to be able to add custom work roles as filters in the Workflow for a better view of which deals need to be worked on per role.

Created 25 Jul 18:32 by Erica Gladden

COTI / API, Data or Reporting

2 Needs more votes
1 Vote

Have 'Key Dates' field adjust to show full date on all screen resolutions

While working remotely on my laptop, myself and others don't have the ability to see the full dates showing in 'key dates' field. I was told this was due to the application not supporting screen resolution below 1400x722.

Created 11 May 21:46 by Zachary Czarnecki

COTI / Dealer Idea

0

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