CloudLink Ideas Portal

1 Vote

A COTI deal can update its opportunity's estimated revenue

Background Estimated revenue values on opportunity records can become inaccurate due to changes later in a deal's lifecycle. This compromises won opportunity reporting accuracy, especially where a dealership / division is only using SalesLink and ...

Created 10 Feb 14:47 by David Vuong

COTI / SOW

0
1 Vote

The std job add option and checkbox needs to be hidden once the std job has been selected

Once the std job has been selected the check box and add function should not be visible. Only std jobs that have not been selected should have the check box and add functionality, similar to how local items work.

Created 10 Feb 00:10 by Mark Knight

iQuote

1 Needs more votes
2 Vote

RP - To develop a “post-load” so that samples with D-350 are excluded from the results.

Add an exclusion to the _D350 of SOS Serial Numbers to allow them to be tied to the actual Serial Numbers. Run a batch update to correct all historical data with _D350 suffixes.

Created 15 May 18:40 by Deborah Babington

Condition Monitoring Portal / Internal Idea

1 Needs more votes
5 Vote

"Finance Specifications" section in Model Admin to have Financing terms populate in iQuote .

This idea would include both the Model Admin and iQuote Workspace. The Basic idea would be to add a "Finance Specifications" section in Model Admin to have Financing terms populate in iQuote. This would function similarly to how the "warranty spec...

Created 17 Feb 20:59 by Ryan Stevenson

iQuote / New Functionality

2 Needs more votes
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
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
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

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
1 Vote

Tying multiple work orders to a lead OR customizing the $ amount different than that of the WO

When we go to tie a work order to a closed won lead, we are not able to enter a dollar amount that is different than what the work order shows. This is an issue because sometimes we have the work split between multiple work orders. We cannot tie m...

Created 29 Jan 17:07 by McKinsey Frederick

SalesLink

0 Needs more votes
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

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