CloudLink Ideas Portal

1 Vote

Include 'Campaign' menu item in customer view

Similar to issues, activities, or leads, we should have an indicator if the customer has an asset that is part of a marketing campaign..

Created 11 Oct 00:24 by Paul Meyer

SalesLink

0 Needs more votes
1 Vote

Compare quote/config functionality

It would be a great feature in iQuote if a sales rep could compare two machines against each other based on config, pricing, ect; either from the inventory list view OR within a quote. Example: Sales Rep quotes machine A, before his customer can m...

Created 04 Oct 20:53 by Kelly Kotara

iQuote / New Functionality

0
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

Stop base models from affecting sub-models.

This idea is to prevent or give the option to stop anything you do on the base model level from affecting the sub-models under that base model. I just recently put in a ticket to have specific documents uploaded globally to all base models in iQuo...

Created 01 Oct 23:17 by Danielle Ricketson

iQuote

0
1 Vote

Link back to survey results (Ipsos) from Issue detail screen

When trying to solve a customer issue raised via a survey response, we often need to go to the individual survey for details. Currently we need to go to the Cat Survey History screen, find the issue to open the Ipsos site. It would be easier if we...

Created 06 Sep 00:29 by Paul Meyer

SalesLink

0 Already exists
1 Vote

Need ability to break down sales analysis totals by PSSR.

We have some very large 'store driven' accounts that do business all over our territory and so multiple reps receive commissions/credit for the sales in their own branch. Currently SalesLink shows the total sales that the customer did for EVERY re...

Created 21 Aug 14:52 by Deborah Styring

SalesLink

3 Will not implement
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

Show County Tax label on Sales Agreement

When choosing Point of Possession (state and county) on quote, have the county automatically populate under Tax Description therefore show on the Sales Agreement

Created 17 Aug 20:17 by Erica Gladden

iQuote

0
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

Add 'Opportunity Close Date' to Opportunity screen

This date should indicate when the customer will make a decision (whether to go ahead or not). Having this info enables us to create an 'overdue opportunities' view (or 'soon to close opportunities') which assist in reps focusing on the right oppo...

Created 15 Aug 00:51 by Paul Meyer

SalesLink

1 Already exists

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