CloudLink Ideas Portal

2 Vote

Please add a Grand Total line to the 'Completed Deals' report that allows both view and export ability

Currently, at our dealership, if we want to pull a complete detailed list of deals for a division, there could be multiple sales managers/regions for that division and there is no way to view/export the complete list for all regions at one time. Y...

Created 24 Jul 15:57 by Deborah Styring

COTI

2 Already exists
2 Vote

Add Trade In SN to search drop down

It would be helpful to be able to search by trade in SN in the COTI search.

Created 11 Jul 15:50 by Mike Love

COTI / User Experience and Useability

0 Needs more votes
2 Vote

Uploading Document should update "last updated" date

The last updated date should be impacted by a document being uploaded, checklist being marked off and other changes that impact where that deal is in COTI, not just changes to deal details.

Created 01 Jul 14:41 by Kelly Kotara

COTI

0 Already exists
1 Vote

Unable to see the first column in the COTI work flows when scrolling to the right

When scrolling to the right in the workflows in COTI the first column disappears making it difficult to search

Created 26 Apr 23:03 by Court Laslop

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

0
1 Vote

Need claims info on deals added to Financials report

Is there any way to add the claims program name(second screenshot) to this report?

Created 22 Apr 23:22 by Court Laslop

COTI / API, Data or Reporting

0
1 Vote

Duplicate COTI Records for same ID#

ckglobal.Deal.StockNo.PreventDuplicates should include NRPO. Maybe there needs to be a rule that you can only have one active deal per stock number on an NRPO.

Created 22 Apr 23:05 by Court Laslop

COTI / New Functionality

0
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

Make configurable, creating a change request when a deal is cancelled.

Currently, when you cancel a deal, it creates a change request for each group, each person in each group. All of these have to be managed to completion which is extra work. I think this function should be configurable to be turned off/on.

Created 07 Nov 16:37 by Mike Love

COTI

0 Already exists
1 Vote

Financials - Division Filter needs to be Multi-Select

https://jira.uptake.com/browse/TOR-57499 This is a big deal for a number of dealers such as Hawthorne and Westrac who operate as "separate companies" from a workflow standpoint.

Created 07 Feb 21:47 by Court Laslop

COTI / User Experience and Useability

0
1 Vote

Sales Agreement

https://jira.uptake.com/browse/TOR-54311 Sales Agreements are not pulling into COTI "Value is Present" checklist item.

Created 04 Feb 23:16 by Court Laslop

COTI / API, Data or Reporting

0

CloudLink Ideas Portal

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Please add a Grand Total line to the 'Completed Deals' report that allows both view and export ability

Add Trade In SN to search drop down

Uploading Document should update "last updated" date

Unable to see the first column in the COTI work flows when scrolling to the right

Need claims info on deals added to Financials report

Duplicate COTI Records for same ID#

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

Make configurable, creating a change request when a deal is cancelled.

Financials - Division Filter needs to be Multi-Select

Sales Agreement

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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

Please add a Grand Total line to the 'Completed Deals' report that allows both view and export ability

Add Trade In SN to search drop down

Uploading Document should update "last updated" date

Unable to see the first column in the COTI work flows when scrolling to the right

Need claims info on deals added to Financials report

Duplicate COTI Records for same ID#

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

Make configurable, creating a change request when a deal is cancelled.

Financials - Division Filter needs to be Multi-Select

Sales Agreement

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