CloudLink Ideas Portal

4 Vote

Documents uploaded to COTI transfer over to iQuote

Documents uploaded to iQuote transfer over to COTI, we are hoping that the systems would communicate the other way as well.

Created 08 Sep 16:43 by Danielle Ricketson

COTI / Dealer Idea

0 Needs more votes
1 Vote

Improved support for downloading large files

Large files in COTI can sometimes cause issues when the user is attempting to download them.

Created 10 Jan 21:22 by David Vuong

COTI

0 Needs more votes
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
1 Vote

Shipped but not SCORED report to only apply to New Cat machines, make AA

Non-Cat and used machines do not get scored to Caterpillar and need to be excluded from the Shipped but No SCORE date report.

Created 06 Dec 02:12 by Mark Knight

COTI

0 Needs more votes
4 Vote

Sales Reps Incomplete Deals should not be removed from Saleslink until COTI checklist items are completed

Incomplete Deals are being removed from sales rep's view before checklist phases have been completed. We would like the incomplete deals to stay incomplete until all checklist items have been completed

Created 10 May 14:48 by Erica Gladden

COTI / API, Data or Reporting

1 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
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
2 Vote

Integrate COTI with Saleslink Flex

We would like our sales reps to be able to answer, update etc. functions in COTI on the FLEX app when in the field or away from computer.

Created 15 Sep 18:06 by Lori Ciccarelli

COTI / Dealer Idea

0 Needs more votes

CloudLink Ideas Portal

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Documents uploaded to COTI transfer over to iQuote

Improved support for downloading large files

Viewing Deleted Tickets

Shipped but not SCORED report to only apply to New Cat machines, make AA

Sales Reps Incomplete Deals should not be removed from Saleslink until COTI checklist items are completed

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

Integrate COTI with Saleslink Flex

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

Documents uploaded to COTI transfer over to iQuote

Improved support for downloading large files

Viewing Deleted Tickets

Shipped but not SCORED report to only apply to New Cat machines, make AA

Sales Reps Incomplete Deals should not be removed from Saleslink until COTI checklist items are completed

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

Integrate COTI with Saleslink Flex

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