CloudLink Ideas Portal

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

Improved AR screen/view filtering. Ability to filter by Sales Manager.

This should apply to any view by rep, but it would be nice to have filtering capability by Sales Manager or Region.

Created 07 Aug 12:14 by Mike Love

SalesLink / API, Data or Reporting

1 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
1 Vote

Add additional filter capability to the Lost Sales by UCC view.

We have the UCC module within Sales Link. The view mentioned above rolls up the UCCs by rep in a view, but it shows reps in the view that are not considered prime contacts for machine sales (In our case, type 2 and 3). Need to be able to filter on...

Created 03 Aug 13:30 by Mike Love

SalesLink / API, Data or Reporting

0 Needs more votes
1 Vote

Build notifications into iQuote

We have departments that need to be notified when a rep WINS a quote (CSA, Tech Services). These groups don't have any responsibility in COTI so building them into our workflow would just cause "noise". If it could notify individuals of something ...

Created 23 Jul 14:20 by Kelly Kotara

iQuote

2
1 Vote

Improved Visibility to RPO Conversion (Process) - Opp. View

Our sales manager had a good idea that perhaps dealers using iQuote and COTI would like. We are using COTI to submit RPO deals to be set up, contract created, etc. RPO is a type in COTI. We are interested in an automated process that when the deal...

Created 05 Jul 15:36 by Mike Love

SalesLink

0 Will not implement
1 Vote

Add "exception based" Customer A/R visibility when creating quotes.

We had a suggestion from our sales reps and credit department to possibly add visibility to a customers A/R balance (possibly) exception based so that when they are creating a quote, they can work in any funds owed in the the machine deal.

Created 05 Jul 14:21 by Mike Love

iQuote / New Functionality

2

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