CloudLink Ideas Portal

1 Vote

Add a Drop Down Arrow for the Family Field in COTI - Attachments

When searching for an attachment there is nothing indicating in the Family field that there is a drop down option to select an item, refer to attachments. An arrow would indicate a drop down menu for the user to select

Created 02 Mar 05:45 by Rachel Whitelaw

COTI / User Experience and Useability

0 Needs more votes
2 Vote

Add link to customer A/R data from COTI for Credit team to aid in approval process.

Our Credit Mgr. is asking if it's possible to have a link to the customer's Account Receivable page (SalesLink) added in COTI. We would want to limit who sees this data, so if it could be added to the 'Credit Release' tab, or maybe on a separate t...

Created 21 Aug 13:18 by Deborah Styring

COTI

0 Needs more votes
2 Vote

Ability to add custom role to Workflow filter section

Dealer may have custom work roles (i.e. Finance Coordinator). We would like the ability to be able to add custom work roles as filters in the Workflow for a better view of which deals need to be worked on per role.

Created 25 Jul 18:32 by Erica Gladden

COTI / API, Data or Reporting

2 Needs more votes
2 Vote

Improved financials (deal sheet) functionality relative to updated GP on deal.

This will require additional discussion, but we would like to see COTI do much more that it does now relative to the deal details sheet and the managing of the GP% prior to invoice. Currently, you get one shot at the financials and that's when you...

Created 05 Jul 15:10 by Mike Love

COTI

1 Needs more votes
2 Vote

Exception Report of duplicate deals

I'd like to see an exception report that would indicate when a quote (deal) has been put into COTI on a stock number that already exists in COTI as an active/incomplete deal. As of right now, deals can come over on the exact stock numbers if they ...

Created 11 May 19:16 by Kelly Kotara

COTI

2 Needs more votes
1 Vote

Note Chain should show in descending order based on date/time

The chain on a COTI note currently shows the most recent update/comment at the top underneath the original note. This can be confusing to follow. I would prefer that it fall below (at the bottom) so it shows in a date and time order. It could very...

Created 02 Jul 16:01 by Kelly Kotara

COTI / User Experience and Useability

1 Needs more votes
1 Vote

Add drop down list option for selecting Stock # and Serial # from inventory in Deal Details

Presenting users with an alphabetical drop down list of machines in inventory would help prevent typos and errors in reporting. Since the nightly batch job in COTI that looks for a matching invoice# in DBS keys off of Stock#, it would be helpful i...

Created 05 Mar 15:38 by Deborah Styring

COTI / New Functionality

2 Needs more votes
1 Vote

Map Sale Type field in COTI to DBS score record

I'd like to be able to have COTI populate the Sale/Score type that is entered in DBS and populate it in the financials tab of the deal details section. I believe with this added information and additional APIs that come available, we could do some...

Created 28 Jan 14:53 by Kelly Kotara

COTI / API, Data or Reporting

0 Needs more votes
1 Vote

Create a Phase Total View

I would like to be able to see how many deals TOTAL are in a given phase. Ex: our Phase 1 ("pre-invoicing") houses between 3 & 6 roles and their given checklists. A deal can be in all or just 1 of these. Because of that I can never really get ...

Created 16 Oct 20:25 by Kelly Kotara

COTI / API, Data or Reporting

0 Needs more votes
1 Vote

Add Admin Capabilities to Change Request Categories

With the addition of change request categories, we need the ability to manage these at a dealer level. Each Dealership will have different categories that fit their need or when process changes or something new comes along, it would save us and Up...

Created 17 Aug 16:59 by Kelly Kotara

COTI

0 Needs more votes

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