CloudLink Ideas Portal

8 Vote

Do not auto create a Change Request when cancelling a deal.

When a deal is canceled in COTI, the system automatically creates a Change Request, and assigns it to ALL roles in COTI. The ask is, when canceling a deal, to make it configurable if a CR is created or not, and as well who that CR is assigned to.

Created 30 Mar 19:24 by Peter Le Mare

COTI

5 Shipped
3 Vote

COTI - Show Docusigned Documents in COTI Document Section

Make Docusigned documents, that are currently visble in iQuote, automatically available in the Documents section of the deal in COTI

Created 03 Apr 13:25 by Peter Le Mare

COTI

1 Shipped
7 Vote

Update Invoice number on deal details to pull in most recent invoice

With some deals, there can be multiple invoice numbers due to a variety of factors. We would like the most recent invoice number to pull into COTI.

Created 04 May 23:15 by Zachary Czarnecki

COTI

2 Shipped
7 Vote

Option to select multiple items on a filter drop down

We'd like to see the ability to select multiple selections from a filter drop down list. Ex: we have two types of "rentals" in COTI - NRPO and RPO. If i wanted to just see these i have to toggle between the two. Another example is a sales coordina...

Created 09 Oct 17:56 by Kelly Kotara

COTI

1 Shipped
5 Vote

Need Totals data & Export Option on Pending Deals report

Unlike all the other views, reports, pages in COTI - the pending deals report does not have any totals at the bottom (total count or revenue total) nor does it have the option to export the page to excel. I'd like to see this implemented. Its not ...

Created 06 May 19:35 by Kelly Kotara

COTI / Dealer Idea

1 Shipped
7 Vote

Allow Admin to check all checklist items

This request is to allow an admin to checkoff any items that don't auto check from DBS feeds, etc. in COTI. There are instances where an exception occurs and items need to be checked to continue the workflow for the deal.

Created 22 Mar 18:33 by Priscilla Fuentes

COTI

2 Shipped
6 Vote

Allow multiple selections on COTI drop down menus

This will allow users to filter by multiple items on the drop down menu, eliminating need for multiple searches.

Created 09 Mar 16:56 by Priscilla Fuentes

COTI

0 Shipped
5 Vote

Red Overlay For Required Fields

Is it possible to have missing required fields in COTI fill in with a red overlay? This would help significantly with helping users find data that's missing.

Created 31 Oct 18:17 by Bryan Nelson

COTI

1 Shipped
5 Vote

Add the Sales Rep drop down option to the main Workflow page filter.

We have enable our sales reps to view their deals in COTI. We would like them to be able filter on their name only to see the status of their assigned deals.

Created 28 Sep 17:52 by Erica Gladden

COTI

0 Shipped
5 Vote

COTI - Keeping Checklist items when Sales Type changed from Cash Sale to CAT Financed

When changing sales type in COTI from Cash Sale to CAT Financed or vice versa, hold checklist items and update only delta items between sales types.

Created 25 Jul 18:25 by Erica Gladden

COTI

1 Shipped

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