CloudLink Ideas Portal

1 Vote

Add Invoicing Coordinator to Detail List View

I'd like to add the invoicing coordinator field as a column on the detail list view so when we export that data, it is available for reporting purposes.

Created 28 Jan 14:54 by Kelly Kotara

COTI / API, Data or Reporting

2
1 Vote

Map Sale Type field in COTI to DBS score record

I'd like to be able to have COTI populate the Sale/Score type that is entered in DBS and populate it in the financials tab of the deal details section. I believe with this added information and additional APIs that come available, we could do some...

Created 28 Jan 14:53 by Kelly Kotara

COTI / API, Data or Reporting

0 Needs more votes
1 Vote

Create a Phase Total View

I would like to be able to see how many deals TOTAL are in a given phase. Ex: our Phase 1 ("pre-invoicing") houses between 3 & 6 roles and their given checklists. A deal can be in all or just 1 of these. Because of that I can never really get ...

Created 16 Oct 20:25 by Kelly Kotara

COTI / API, Data or Reporting

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

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