CloudLink Ideas Portal

8 Vote

Use the same financial calculations in both IQuote and COTI

Currently, in IQuote the Cost on a deal is calculated based on the sum of all Cost items and in COTI the Cost is calculated based on the GP percentage. This is causing deals to potentially be a few cents off between the two systems. We would like ...

Created 16 Mar 23:47 by Zachary Czarnecki

COTI / API, Data or Reporting / Dealer Idea

1 Shipped
5 Vote

Need Totals data & Export Option on Pending Deals report

Unlike all the other views, reports, pages in COTI - the pending deals report does not have any totals at the bottom (total count or revenue total) nor does it have the option to export the page to excel. I'd like to see this implemented. Its not ...

Created 06 May 19:35 by Kelly Kotara

COTI / Dealer Idea

1 Shipped
1 Vote

Option to only apply checklist changes to new deals

Currently, applying checklist changes to existing deals can create confusing results for customers, sometimes bringing deals back to the beginning of a workflow when they are done. A new option to only apply these changes to new deals would allevi...

Created 30 Nov 18:10 by David Vuong

COTI / User Experience and Useability

0 Shipped
1 Vote

Consignment - "yes" or "No"

Definition: The consignment field is hardcoded to 'No' and Harnish would like the default configuration for this field to be blank. Reasoning: It affects commission and coordinators can forget about it and move it to completed, but it can not be u...

Created 25 Aug 21:06 by Andreas Kanitz

COTI / Dealer Idea / New Functionality

0 Shipped

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