CloudLink Ideas Portal

8 Vote

Updated read of invoiced units

Currently there is a nightly job to read invoiced units in COTI under the Financials Section. The job runs once only at 5:00am daily. It takes less than 1 hr 1/2 to run. Is it possible to have the job update more than once? The business has reques...

Created 20 Nov 14:19 by Erica Gladden

COTI

1
7 Vote

Enable dealers to upload local items in the UI

Currently, when a dealer wants to upload a new local items file, they have to submit a ticket, which is frustrating for the customer and uses scarce internal resources.

Created 28 Jul 16:51 by Peter Le Mare

iQuote / New Functionality

3
8 Vote

Add Time to "Last Updated" Column in Sales Manager & Sales Rep view....also default sort oldest to newest.

It would be extremely helpful to the users working deals in this view to have the last updated column include the time as well as date. Especially towards the end of the month. Also, if the view could default sort oldest to newest, it would be hel...

Created 31 Oct 20:03 by Mike Love

COTI / User Experience and Useability

0 Needs more votes
8 Vote

Retain Quote Editor and Agreement Editor Component changes when we change the Configuration of a quote

We are encountering a poor user experience in iQuote when changes are needed to the Configuration of an existing quote. These changes can often be very minor eg adding an additional standard job. The rep has already invested time in the Compon...

Created 15 Oct 04:48 by Michael Green

iQuote / New Functionality

0
6 Vote

Modern Integration - Phase 4

Background: Modern is a communications technology that we want to utilize to maintain two way communication We started by doing the development to send out SVL communications via Modern as another way to send communications. This has been talked a...

Created 19 Feb 15:54 by Hector Catre

ServiceLink / Integrations

1
3 Vote

We are adding the vehicle number to the misc charge, but that field does not show up on the detail listing of misc charges.

If Texada added the Vehicle number field, and didn’t add it to the detailed list, they just didn’t finish the job of correctly adding the field.

Created 14 Apr 13:13 by Melissa Bonney

ServiceLink

1 Needs more votes
2 Vote

We would like to be able to create a PO in ServiceLink Flex like you can in ServiceLink

When adding a Misc charge in Flex, it doesn't generate a PO. It doesn't give the option to add or edit either. This is available in ServiceLink.

Created 29 Dec 17:46 by Melissa Bonney

ServiceLink Flex

0
7 Vote

Automatically add products for campaigns batch leads

In campaigns, when using batch leads under product tab for known products, add product details automatically to the lead. This will help to add leads for a batch list of products such as CVA renewals in only few clicks and will save significant ti...

Created 22 May 04:21 by Alex Esi

SalesLink / Dealer Idea

1
7 Vote

Add RPO column

We would like a new column were we can managed all current RPOs that are NOT SOLD (not invoiced). This column should resemble the "Total" column on the main COTI workflow page. We would like this column to the far right of the workflow after the "...

Created 11 May 15:40 by Erica Gladden

COTI / Dealer Idea

0
4 Vote

Add the column "Total PAR Percentage" next to Annual Variance for Sales Representatives.

To add a "Total PAR Percentage" column in a Sales Representative Customer Coverage page. Preferably to the right of the "Annual Variance" column.

Created 16 Jun 18:16 by Ricky Lui

SalesLink / API, Data or Reporting

1 Needs more votes

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