CloudLink Ideas Portal

8 Vote

View and modify your COTI notification configuration

Today in COTI, it is not clear what logic is applied to which fields under what conditions -- most notably, notification configurations. This enhancement will show COTI administrators the logic of how it has been configured.

Created 15 Mar 13:56 by David Vuong

COTI

0 Needs more votes
5 Vote

Amend a won quote in iQuote that updates COTI.

A simple method to make changes to a Won quote in iQuote that will update COTI. Currently the deal has to be cancelled then the quote re-opened the changes made and the quote re-won again.

Created 09 Jan 07:41 by Mark Knight

COTI

0 Needs more votes
6 Vote

Add custom dropdown field to COTI deal detail config

We have numerous "custom" fields that can be used in COTI (Date, Yes/No, Free text, number) but no way to configure a drop down with an editable list of options.

Created 06 Sep 02:06 by Sheldon Newey

COTI

1 Needs more votes
10 Vote

Have COTI generate a 'Thank-You' letter based on information from the deal

Currently, our sales coordinators are in charge of creating welcome kits and thank you letters for our customers on each deal. Being that COTI has all the information necessary, we would like the system to generate a thank-you letter for our custo...

Created 20 Sep 22:12 by Zachary Czarnecki

COTI / Dealer Idea / Integrations

0 Needs more votes
4 Vote

Populate the agreement number in COTI, irrespective of whether a deal is invoiced or not

Currently, we only populate the sales agreement number from DBS once the deal has been invoiced. The ask is to have the Agreement number fetched from the Agreement Table in DBS irrespective of whether a deal is invoiced or not.

Created 24 May 21:19 by Peter Le Mare

COTI

1 Needs more votes
2 Vote

Ship to information flows from IQuote to COTI even after the deal has been "Won" and then ship to is changed.

Having the system auto populate ship to changes done in IQuote over to COTI and vice versa even after the deal is won.

Created 20 Mar 21:39 by Jessica Carey

COTI

0 Needs more votes
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
3 Vote

Add RTS field from iQuote into COTI deal details

There is currently an RTS field that populates in iQuote for machines on order. I have attached a screenshot of that field. We would like that information brought over to COTI, preferably in the Deal Details section.

Created 26 Jul 21:56 by Zachary Czarnecki

COTI / User Experience and Useability

0 Needs more votes
1 Vote

Add Net Balance Due Column to COTI WorkFlow

Add Net Balance Due Amount Column to COTI Workflow View and Financial Views

Created 23 Apr 18:44 by Erin Balzer

COTI

0 Needs more votes
6 Vote

Update Invoice Information more frequently than daily

We'd like to see more information (ex: invoice information) brought in from DBS to COTI in the hourly ETL jobs. Doing this would allow us get closer to a "live" update to date picture of how things are moving through the system.

Created 11 May 19:11 by Kelly Kotara

COTI / Dealer Idea

0 Needs more votes

CloudLink Ideas Portal

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View and modify your COTI notification configuration

Amend a won quote in iQuote that updates COTI.

Add custom dropdown field to COTI deal detail config

Have COTI generate a 'Thank-You' letter based on information from the deal

Populate the agreement number in COTI, irrespective of whether a deal is invoiced or not

Ship to information flows from IQuote to COTI even after the deal has been "Won" and then ship to is changed.

Add Time to "Last Updated" Column in Sales Manager & Sales Rep view....also default sort oldest to newest.

Add RTS field from iQuote into COTI deal details

Add Net Balance Due Column to COTI WorkFlow

Update Invoice Information more frequently than daily

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

Filter by status

Filter by category

Identify yourself with your email address

View and modify your COTI notification configuration

Amend a won quote in iQuote that updates COTI.

Add custom dropdown field to COTI deal detail config

Have COTI generate a 'Thank-You' letter based on information from the deal

Populate the agreement number in COTI, irrespective of whether a deal is invoiced or not

Ship to information flows from IQuote to COTI even after the deal has been "Won" and then ship to is changed.

Add Time to "Last Updated" Column in Sales Manager & Sales Rep view....also default sort oldest to newest.

Add RTS field from iQuote into COTI deal details

Add Net Balance Due Column to COTI WorkFlow

Update Invoice Information more frequently than daily

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