CloudLink Ideas Portal

Revamp/Improve Credit Claims Program Admin page

We just recently started adding programs into iQuote and I think this page could use an overhaul. Outside of it being a manual process, the models, families, ect don't flow well on the page so I was constantly jumping around to find the right model. The check boxes and the text/number boxes make the manual entry more difficult and error prone.

I think this page could be designed in a way that allows for multiple programs to be entered at once. If models and families were vertical on the left and each program was added as a column to the right (with specific settings tied to it) and allow the user to tab around much easier.

Maybe even integrating this functionality with model admin since it's done at a model level. Ideally the ability to upload these much like we do with warranty would the perfect scenario.

  • Kelly Kotara
  • Mar 2 2020
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  • Jessica Mayher commented
    March 03, 2020 15:07

    We also need an export option for Claims - it is very difficult to review/audit your entries in the current setup



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