CloudLink Ideas Portal

2 Vote

Add the customer's name into the cancelled deals report

Add the customer's name into the cancelled deals report in COTI.

Created 22 Nov 06:41 by Mark Knight

COTI / API, Data or Reporting / User Experience and Useability

0 Planned - to be scheduled
4 Vote

Be able drag & drop capabilities in COTI

Users would like to be able drag and drop document into COTI from anywhere on their computers.

Created 18 Nov 22:58 by Kelly Kotara

COTI

0
4 Vote

Create multiple COTI projects from a single SalesLink Opportunity (fleet deal)

Current CloudLink functionality does not allow multiple COTI deals associated to one Opportunity where an iQuote exists. We are proposing iQuotes be associated with multiple machines in a single SalesLink Opportunity (fleet deals), this will in-tu...

Created 08 Nov 01:55 by Mark Courtenay

COTI

1
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

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
3 Vote

Add ability to reply to COTI notes from the email notification

Our dealership hasn't adopted COTI notes as a good form of communication on a deal because in order to respond to the note you have to reach into COTI. It would be great if you could respond to the email notification and it would post to the note ...

Created 05 Jan 22:36 by Kelly Kotara

COTI / Dealer Idea

1
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
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

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

CloudLink Ideas Portal

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Filter by category

Add the customer's name into the cancelled deals report

Be able drag & drop capabilities in COTI

Create multiple COTI projects from a single SalesLink Opportunity (fleet deal)

Viewing Deleted Tickets

Improved support for downloading large files

Add ability to reply to COTI notes from the email notification

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

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

Create action Bubble for Incomplete Change Requests

Add Key dates to the Admin page in COTI

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

Add the customer's name into the cancelled deals report

Be able drag & drop capabilities in COTI

Create multiple COTI projects from a single SalesLink Opportunity (fleet deal)

Viewing Deleted Tickets

Improved support for downloading large files

Add ability to reply to COTI notes from the email notification

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

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

Create action Bubble for Incomplete Change Requests

Add Key dates to the Admin page in COTI

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