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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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Tickets should include information on what changes made and on what dates.

We find our tickets do not typically contain any information from Mcleod staff as to what changes they made as a result of the ticket. That information is sometimes given verbally or not shared at all, including what changes in functionality. This...
Kevin Deguelle 16 days ago in  1 Needs review

Multicompany Settlement Deductions

For Owner Operators that are leasing a truck from a separate company that is also in McLeod, it would be helpful to allow the settlement deduction to post that truck payment to the leasing company instead of to the trucking company. This could als...
Justin Nason 11 days ago in  0 Needs review

Settlement Deduction to Multiple GL's

It would be helpful to allow a single settlement deduction to post to multiple GL accounts. For instance, if we only want to show one deduction for a truck wash but want to post the fee charged to a different GL account for tracking.
Justin Nason 11 days ago in  0 Needs review

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 5 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 about 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 almost 2 years ago in  1 Future consideration

Remove the customer's ability to add a Comment to a Completed Work Order

ARMs do not scrub Work Orders that have a Resolution Note entered and have been marked Completed. The only notification we receive is an email notifying that a Comment has been added to the portal.
Jordan Schoenfeld 12 months ago in  0 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 1 year ago in  0 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 2 years ago in  1 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 1 year ago in  0 Future consideration