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McLeod Customer Portal Ideas
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PINNED Welcome to the McLeod Support Portal Ideas Page
This page is for McLeod Support Portal ideas only. McLeod LoadMaster, PowerBroker and other module ideas should be entered into the McLeod Software Ideas page here: https://mcleodsoftware.ideas.aha.io/

All ideas

Appointment outside operating hours

Alert when an appointment is in a consignee that is outside the hours of operation. This would assist with a data entry error and missed appointments.
bkbs-support 21 days ago in  0 Needs review

Deduction/Earning Codes GL Accounts

It would be nice if there was an O/O and a company driver GL account option so that we could have proper GL accounting based on the driver's status. Then we could have a single code that would allow for both options to be used.
Matt Lader 28 days ago in  0 Needs review

Ask questions to help fill in details when entering work orders

Add prompts or even a check list of items that would help upon initial entry of a work order to speed up response time from Support and enable less time/back and forth on triage for this info. How many users affected, is there an error, when did i...
Guest 7 months ago in  0 Needs review

Customer be able to see project time in portal

Customer would like to be able to see timelines as related to different projects. For example: docpower, logix solutions, edi, mobilecomm etc..
Ginny Kent almost 3 years ago in  1 Future consideration

Add a method for customer to provide their priority for support items

Use the opportunity to get the customer's feedback on the relative priority of their support tickets. It should be optional and not tied to our Priority level in Raptor. Example attached
Carey Daniel almost 3 years ago in  1 Future consideration

Allow Attachments & Screenshots On Initial Work Order Submissions

I often include screenshots in my emailed support messages. It would be helpful to have that functionality on the portal.
Joseph van almost 3 years ago in  2 Future consideration

Create a McLeod User Forum

Please create a McLeod User Forum so McLeod users can share their issues and suggestions to get peer feedback about how to resolve common issues and suggestions that are being used in their TMS.
Guest over 1 year ago in  0 Needs review

other charge codes

Other Charge Codes It would be nice to be able to select to update or choose not to update the Change within the Auto rate or recurring order. my Request # 1860126 where I asked questions about the Other Charge Codes and updates. I understand that...
Beth Wischmeier about 2 months ago in  1 Needs review

Ability to paste a screen shot into the customer portal instead of uploading the image

It would be faster for the customers to be able to copy a screenshot and paste it directly into the customer portal.
Rose Reedy about 2 years ago in  0 Future consideration

Drag and Drop images into the descriptions for Work Orders

Drag and Drop images into the descriptions for Work Orders. that would be beneficial for customers and McLeod employees to streamline responses and addressing WO's.
Thomas Estrella over 2 years ago in  0 Future consideration