CloudLink Ideas Portal

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

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

0 Planned - to be scheduled
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
4 Vote

Sales Reps Incomplete Deals should not be removed from Saleslink until COTI checklist items are completed

Incomplete Deals are being removed from sales rep's view before checklist phases have been completed. We would like the incomplete deals to stay incomplete until all checklist items have been completed

Created 10 May 14:48 by Erica Gladden

COTI / API, Data or Reporting

1 Needs more votes
3 Vote

Last update Date in COTI should include more or audit trail

We are often looking to see when the last activity took place on a deal in COTI so we can see when it was last touched, by whom. Currently the only thing that updates the "last updated date" is only impacted when deal details are changed or update...

Created 01 Apr 18:50 by Kelly Kotara

COTI / API, Data or Reporting

1 Needs more votes
3 Vote

Customize what you see on search resultes

We'd like to see some different & additional data when searching for deal in COTI via stock, s/n, customer, ect. If there are multiple deals in COTI for the same customer, machine, ect we'd like to be able to see also which sales rep is on the...

Created 10 Apr 14:55 by Kelly Kotara

COTI / API, Data or Reporting

1 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

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
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

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