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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/

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Add a button to allow customer to contact their customer advocate and their other contacts

Add a button to the customer portal that would allow the customer to contact their advocate. Once the customer presses the button, they would enter their name and contact information & possibly a reason code, and an automated email will be sen...
Ginny Kent about 2 years ago in  2 Shipped

See who submitted the email requesting the work order in a column

Follow up internally to verify if issue has been resolved or if the submitter handled it on their own or was submitting a ticket in error.
aioe-jsnyd almost 2 years ago in  1 Shipped

Export work orders to excel.

We would like to be able to export the report to share with other internal users in excel or another format.
Justin Nason over 1 year ago in  2 Shipped

Allow .msg files to be viewed in the portal, but continue to not allow them to be added in the portal

We do not allow .msg files to be added as attachments in the portal, but we do allow them to be added in RAPTOR. The .msg attachments cannot be viewed in the portal. I would like to be able to view in the portal ,but continue to disallow adding th...
Guest over 1 year ago in  1 Shipped

access to elearning site

Add a link to the e-learning site in the customer portal. There was one in the old portal. There are documents/videos the customer may want access to prior to getting access to the software. E.g. how to obtain google API key.
Guest over 1 year ago in  1 Shipped

Saved Filter in WO Dashboard

Saved Filters to load automatically on the WO dashboard, right now when logging in i have to select open items, and then go to the other field for type for request, so i can see and keep track of open items. Having saved filter option would allow ...
David Hein over 1 year ago in  0 Shipped

Being able to copy and paste from "The latest news section"

It would be even better if this could be an automated email sent out to Key Users.
Guest 11 months ago in  1 Shipped

Ability to filter between Upgrade projects and other projects.

When upgrading there are so many projects you cannot find programming or other projects.
Eddie Bunn 11 months ago in  2 Shipped

Add list of modules, including licensed and available

I would like to see a list of all the available modules, with checkboxes to show me which ones we have and which ones we don’t. From there, have the ability to click on any module name and get a description, or take me to additional information ab...
Guest about 1 year ago in  2 Shipped

McLeod Customer Portal Work Orders Default

When signing into the McLeod Customer Portal for Work Orders, this should either default to Open work orders, or allow you to choose your default view. Also, when you leave the screen, it resets the view - very frustrating.
Guest over 1 year ago in  1 Shipped