CloudLink Ideas Portal

1 Vote

Fix Financials View to Accurately Reflect Sales & GP - Currently Not Accurate

Currently, the financials or sales analysis section does not accurately reflect the sales amount or GP% for deals that have a trade with an over-allowance. The sales amount should reduce the sales amount and the GP recalculated. We would like to u...

Created 27 Nov 16:10 by Mike Love

COTI

2 Will not implement
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
1 Vote

Add Sub Category Column to Change Request

I would like to add the Sub Category as a column on the Change Request Report view in COTI. When we are reporting on this data, currently we can only see and drill down in the main Category as that is all that we see. That Sub Category is a critic...

Created 04 Oct 16:01 by Kelly Kotara

COTI

2 Already exists
1 Vote

Show incomplete deals coming from iQuote in the 'In progress' column of the workflow page

For deals that come directly from SalesLink to COTI, any incomplete deals show up 'In Progress' in COTI. However, our deals from iQuote don't show up that way and so have the potential to be lost without that visibility. My previous ticket 19312 w...

Created 21 Aug 13:36 by Deborah Styring

COTI

0 Will not implement
1 Vote

Add Admin Capabilities to Change Request Categories

With the addition of change request categories, we need the ability to manage these at a dealer level. Each Dealership will have different categories that fit their need or when process changes or something new comes along, it would save us and Up...

Created 17 Aug 16:59 by Kelly Kotara

COTI

0 Needs more votes
1 Vote

Revise PO Required/Visibility to PO Field function

We've discovered that COTI will not show the PO Field in Deal Details if the PO required Y/N is set to N, which is driven by DBS. This has caused us several credit and re-bills b/c the invoicing team did not see the PO field. We think that the PO ...

Created 10 Aug 14:08 by Mike Love

COTI

0 Needs more votes
1 Vote

Better organize invoicing detail for invoicing team to speed up process

Currently, admin/invoicing team must search/hunt for all associated costs with the deal in the different areas of the deal details sheet.. We suggest organizing this information in a more intuitive way to speed up and improve the accuracy of the i...

Created 03 Aug 15:05 by Mike Love

COTI

1 Already exists
1 Vote

COTI should breakout Overallowance (from Trade In area) as a cost

Currently, the admin must know to look in the trade in area to find the overallowance to account for it in the deal. This should be broken out and displayed with other costs/items to be accounted for when invoicing the deal.

Created 03 Aug 15:02 by Mike Love

COTI

0 Already exists
1 Vote

Documents attached to a quote, should flow over to COTI in Documents section

We are missing key documents b/c they are attached to the quote and don't go over to COTI documents i.e. POs. Obviously, reps can enter notes and send emails to the admin team and the admin team should always go into the quote to check, but this d...

Created 03 Aug 14:34 by Mike Love

COTI

1 Already exists
1 Vote

Add generic comments field to deal worksheet, include in overall status view of deals

In another idea submitted to show all deals in a view with items remaining to be completed, it mentions also having a comments field. Dealers need this to add context/color to the deal so managers understand what's going on. For instance, the Ship...

Created 03 Aug 13:34 by Mike Love

COTI

0 Already exists

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