CloudLink Ideas Portal

2 Vote

Adding a filter to Customer Coverage to remove child accounts

Adding a filter to the Customer coverage screen to be able to remove accounts that have a parent account assigned to them. We have only the parent company assigned a Par Value and the Child "0" par. We use this screen to monitor Customers Not cont...

Created 15 Aug 18:45 by Rebecca Zanfardino

SalesLink / API, Data or Reporting

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

Executive View - Advanced Search Add rep assigned to division selected when doing an Influencer List

In Executive view It would be beneficial to add the reps assigned to the divisions selected when doing an Influencer List. It would be a lot easier to remove lines then combine several different files together - to get this result currently I woul...

Created 17 Jul 15:37 by Rebecca Zanfardino

SalesLink / API, Data or Reporting

0 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
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

Create a Lost Sale Template for PSD Prime Product Reps.

This will enable us and other dealers to track participation rates for reps outside of the machine division.

Created 24 May 13:47 by Mandy Turnbaugh

SalesLink

2 Needs more votes
2 Vote

Add hyperlink on invoice # in Accounts Receivable screen to see/show details from invoice

Currently you can see which invoice#s and amounts are outstanding but then you have to go outside of SalesLink to find out the details. We would like something similar to how you can see details on work orders. We don't have to necessarily see the...

Created 17 May 18:09 by Deborah Styring

SalesLink

4 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

PSQ Category field to match Parts Opportunity

When a quote (PSQ) is created from a Parts Opportunity the quote displays the word Category in the opportunity section. It needs to be Parts opportunity – Commodity Service opportunity – Category

Created 27 Jan 03:22 by Rachel Whitelaw

PSQuoter / Dealer Idea

0 Needs more votes
1 Vote

Correct the Fault Code Colors

Overview Fault Code Colors should be Yellow, Orange, Red. There is no such thing as a good fault code, green indicates good and can mislead users and create lost opportunity. Description The CM Portal fault code colors are matched to other buckets...

Created 19 Jan 22:33 by Will VanderToolen

Condition Monitoring Portal / User Experience and Useability

0 Needs more votes

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