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McLeod Customer Portal Ideas
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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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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 about 1 month ago in  0 Needs review

Responsibility Filter On Payees

Adding responsibility filtering to office payees and driver payees. Execs don;t always want their info out to all staff that have payroll access this gives an additional layer to be able to exclude a payroll clerk from seeing execs but can process...
Dale Jordan about 1 month ago in  0 Needs review

Quick Connect Pulls Login Details

When quick connecting to a customer's environment, it would be nice to have the available environments, login information, and their configured workspaces (PBweb, Imaging, hosted links, etc) pull when the Bomgar screen opens instead of having to r...
Chloe Batchelder about 1 month ago in  0 Needs review

Respond to All

When replying to a WO and selecting the Email button, it only copies the key user into the thread. Would be nice if it could automatically include all users in the WO email thread.
Chloe Batchelder about 1 month ago in  0 Needs review

Automatic time tracking on work orders

Start a timer when support is working on the WO, tracks time spent in WO and environment. Allows more precise billing of customers and automates process allowing support to focus on resolution instead of time documentation.
Chloe Batchelder about 1 month ago in  0 Needs review

Use AI to predetermine the queue of the submitted work order

When submitting a new work order, should provide an option to either select what their issue pertains to, and/or AI could automate the queue assignment. This ensures issues are escalated to the appropriate channels and speeding up resolution time.
Chloe Batchelder about 1 month ago in  0 Needs review

Preloaded Forms

Have forms available in the portal for customers to fill out prior to submitting a ticket. Such as Key User Update forms.
Chloe Batchelder about 1 month 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 over 2 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 over 2 years ago in  1 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 11 months ago in  0 Needs review