CloudLink Ideas Portal

2 Vote

Add/Update the API information from TDG

Update the APIs from The Daniel Group (TDP) to mark an issue from a customer survey as complete, once it is closed in TDG website.

Created 07 Apr 18:51 by Joe Swayne

SurveyHub / Dealer Idea

0 Needs more votes
1 Vote

Quote auto-close should be configurable

Foley Inc was told that when their iQuote was configured for their dealership some time ago it quotes were hardcoded at 90 days to go from in Progress to No Deal as per their requirements. If it needs to be changed to 120 now it would be an enhanc...

Created 21 Jul 13:51 by Stephen Cavanagh

iQuote / Internal Idea

0 Needs more votes
3 Vote

Add 'view in COTI' link to quickly jump to Deal Details in COTI for Won quotes.

Currently there is no easy way to go straight to the Deal Details in COTI for an individual deal. You have to note your quote # and then navigate to COTI and do a search in order to see the details. In SalesLink opps, we have a 'View in COTI' butt...

Created 21 Dec 16:17 by Deborah Styring

iQuote

1
1 Vote

Include the deal cancellation reason and notes in the system generated email

When cancelling a deal in COTI, Include the deal cancellation reason and notes in the system generated email

Created 20 Jul 04:34 by Mark Knight

COTI

0
1 Vote

Allow search for Deal ID (Sales ID)

Deal ID is visible in the URL in COTI but nowhere else. It would be good if you could search by this unique identifier, like you can with Quote #, Opportunity # etc.

Created 14 Jul 06:25 by Sheldon Newey

COTI

0
2 Vote

Add more categories to Warranty Type

Reason for the request is the CAM/PSSR sees the category when they are reviewing the expiring warranty which tells them what is expiring. That way they know if it’s standard warranty that is expiring and they can add ESC, if extended is the warran...

Created 19 Mar 13:24 by Michael Doughty

SalesLink / Dealer Idea

1
2 Vote

Enable COTI to add work tools that are on order to a deal

No description provided

Created 10 Mar 18:49 by Lori Ciccarelli

COTI / Dealer Idea / New Functionality

0 Needs more votes
3 Vote

Create Parallel Workflows that wouldn't impact the Main Workflow

We have several outlying processes that require information to be communicated from the sales department at time of machine sale (from iQuote) that we would like the ability to track and monitor in a workflow similar to COTI. We however do not wan...

Created 05 Nov 17:28 by Kelly Kotara

COTI

3 Already exists
2 Vote

Have the Estimated Delivery Date in the Quote auto update the Estimated Delivery date in the Opportunity when either of them are updated

No description provided

Created 01 Mar 17:05 by Lori Ciccarelli

iQuote / Dealer Idea

0
2 Vote

CI-Advansys CAT PSE's tied to the Additional Source campaign.

The CAT PSE leads are tied to the campaign source (CAT PSE Lead). One of the PSE Lead types is (CI-Advansys) which is tied to the (CAT PSE Lead) campaign. Can just this type of PSE be tied to an Additional Source campaign automatically? If so I wo...

Created 25 Feb 15:06 by Brian Sailers

SalesLink / Dealer Idea

1

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