CloudLink Ideas Portal

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
6 Vote

Load the Contact email, name and phone number in COTI

Currently, in COTI, in the header, contact email, name and phone number are not imported from SalesLink. If a quote exists for the deal then use the contact Name from iQuote Header and then based on the company get the email and phone if available...

Created 06 Apr 16:47 by Hector Catre

COTI

2
7 Vote

Days in Phase and Role

We would like the ability to see how many days a specific deal sat in each phase. Ideally we'd want to see this in a report form so we can track it on completed deals as well as active but would also like to see it in the workflow list view when y...

Created 26 Apr 21:19 by Kelly Kotara

COTI

1 Already exists
7 Vote

Would like to see RPO Agreement Information to populate in COTI

We manage all of our RPOs in COTI but the records are incomplete due to the fact that agreement information from DBS does not come over (Agreement #, start date, billing date(s), ect). I believe COTI could help us monitor our aging RPOs if this in...

Created 16 Jan 16:01 by Kelly Kotara

COTI

3 Planned - to be scheduled
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
5 Vote

Have the ability to pull in Lease/Rental agreements to the Invoice fields

Currently, the system only recognizes S (Sale) agreements in the invoice fields. We would like the system to also recognize Lease deals.

Created 29 May 21:38 by Zachary Czarnecki

COTI / Dealer Idea

0
2 Vote

Need the ability to transfer deals won to prospect customers to DBS customers

When deals are won in iQuote to a prospect customer we want the ability to transfer these to a DBS customer when it is available. This would also apply to PSQ quotes won to a prospect customer.

Created 24 May 00:10 by Mark Knight

COTI

0
1 Vote

Add Net Balance Due Column to COTI WorkFlow

Add Net Balance Due Amount Column to COTI Workflow View and Financial Views

Created 23 Apr 18:44 by Erin Balzer

COTI

0 Needs more votes
6 Vote

Mobile Phone version of COTI

Some of our users would like to use COTI from their mobile phones when on the go.

Created 02 Nov 19:57 by Bryan Nelson

COTI / New Functionality

1 Will not implement
4 Vote

Ability to Create Dashbaords to various things in COTI (current in progress or invoiced financials)

We spend a lot of time exporting DBS and COTI reports to build dashboards to help visualize In Progress deals, Invoiced deals, ect. All of this information is in COTI and changes often so once data is exported, it's out dated. We'd like to have th...

Created 06 Nov 15:25 by Kelly Kotara

COTI / Dealer Idea

0

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