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
6 Vote

Mobile Phone version of COTI

Some of our users would like to use COTI from their mobile phones when on the go.

Created 02 Nov 19:57 by Bryan Nelson

COTI / New Functionality

1 Will not implement
4 Vote

Create action Bubble for Incomplete Change Requests

Our reps have provided feedback that they'd like to be able to see an indicator of some sort from they main page when a change request requires their attention. Something like a bubble indicator you see on your phone when you have an unread text o...

Created 23 Jan 21:45 by Kelly Kotara

COTI / New Functionality / User Experience and Useability

0 Needs more votes
2 Vote

Add Key dates to the Admin page in COTI

https://jira.uptake.com/browse/TOR-48202 We are missing the Deal Key Dates section from the Admin page

Created 04 Feb 23:10 by Court Laslop

COTI / New Functionality

0 Needs more votes
2 Vote

In COTI the finance tab is not turning green when saved

https://jira.uptake.com/browse/TOR-47675 The system was blocked by 2 fields marked as Mandatory while they are disabled (Not shown to any role) so the system was not able to mark the Tab as green for that reason. The system should ignore the disab...

Created 04 Feb 23:05 by Court Laslop

COTI / New Functionality

0 Needs more votes
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

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
3 Vote

Allow the dealer more ability to grant access based on user.

Not just for COTI but our main concern is there. We'd like the ability to have more capabilities to grant access to certain tasks not just fields (delete documents, complete checklist items,,complete change requests, etc) based on the user and/or ...

Created 04 Apr 15:09 by Kelly Kotara

COTI / New Functionality

0 Needs more votes
2 Vote

Enable COTI to add work tools that are on order to a deal

No description provided

Created 10 Mar 18:49 by Lori Ciccarelli

COTI / Dealer Idea / New Functionality

0 Needs more votes
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

CloudLink Ideas Portal

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Quick responses to COTI notifications

Mobile Phone version of COTI

Create action Bubble for Incomplete Change Requests

Add Key dates to the Admin page in COTI

In COTI the finance tab is not turning green when saved

Show Future Programs as Options when Selecting Future Delivery date

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

Allow the dealer more ability to grant access based on user.

Enable COTI to add work tools that are on order to a deal

Duplicate COTI Records for same ID#

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

Mobile Phone version of COTI

Create action Bubble for Incomplete Change Requests

Add Key dates to the Admin page in COTI

In COTI the finance tab is not turning green when saved

Show Future Programs as Options when Selecting Future Delivery date

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

Allow the dealer more ability to grant access based on user.

Enable COTI to add work tools that are on order to a deal

Duplicate COTI Records for same ID#

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