CloudLink Ideas Portal

8 Vote

Add Time to "Last Updated" Column in Sales Manager & Sales Rep view....also default sort oldest to newest.

It would be extremely helpful to the users working deals in this view to have the last updated column include the time as well as date. Especially towards the end of the month. Also, if the view could default sort oldest to newest, it would be hel...

Created 31 Oct 20:03 by Mike Love

COTI / User Experience and Useability

0 Needs more votes
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
3 Vote

Add RTS field from iQuote into COTI deal details

There is currently an RTS field that populates in iQuote for machines on order. I have attached a screenshot of that field. We would like that information brought over to COTI, preferably in the Deal Details section.

Created 26 Jul 21:56 by Zachary Czarnecki

COTI / User Experience and Useability

0 Needs more votes
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
2 Vote

Viewing Deleted Tickets

Currently, we do not display any error or reminder message when attempting to view a deleted COTI deal. This might come up if you are trying to click on a COTI link from a COTI email. This ticket is to review if we should enhance the application t...

Created 14 Jul 22:41 by Alex Vanderwell

COTI / User Experience and Useability

0 Needs more votes
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
3 Vote

COTI Open in New Tab

We are unable to open deals from the search into a new tab. This means we have to continuously open new tabs manually then search for the deals all over again to open multiple tabs.

Created 08 Jan 20:34 by Bryan Nelson

COTI / User Experience and Useability

1 Needs more votes
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

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

CloudLink Ideas Portal

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Add Time to "Last Updated" Column in Sales Manager & Sales Rep view....also default sort oldest to newest.

Quick responses to COTI notifications

Add RTS field from iQuote into COTI deal details

Add the customer's name into the cancelled deals report

Viewing Deleted Tickets

Create action Bubble for Incomplete Change Requests

COTI Open in New Tab

Add Trade In SN to search drop down

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

Add a Drop Down Arrow for the Family Field in COTI - Attachments

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

Add Time to "Last Updated" Column in Sales Manager & Sales Rep view....also default sort oldest to newest.

Quick responses to COTI notifications

Add RTS field from iQuote into COTI deal details

Add the customer's name into the cancelled deals report

Viewing Deleted Tickets

Create action Bubble for Incomplete Change Requests

COTI Open in New Tab

Add Trade In SN to search drop down

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

Add a Drop Down Arrow for the Family Field in COTI - Attachments

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