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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 an "Epic" Like Column

I like having this portal vs. the old one...great improvement! Story: As a customer, I would like to see a column that lists the name of project(s) so that I can view all WOs from a certain project grouped together. The name of the project should ...
Heather Morris over 1 year ago in  0 Future consideration

update to allow filtering by submitting user/contact

I'd like to be able to track tickets submitted by each of our key users. Filtering/ordering by the person who submitted the work order would be helpful for visibility, prioritization, and planning.
Guest over 1 year ago in  0 Future consideration

Add filters for Progress, Waiting, On Hold, etc.

Use combinations of Activity Status and Stage to create filters that make sense to the customer. For instance, Waiting / Response might show "Waiting on Customer" where Waiting / Ready might show "In Planning".
Carey Daniel over 1 year ago in  0 Future consideration

Add more context to the Status column

The less customers have to click to get to info, the more they will use this portal. Use icons or color to add context to the Status. Example is attached.
Carey Daniel over 1 year ago in  2 Future consideration

Column Headers Multi Sort

Can you please make the column headers multi sort (high/low, a/z, date, etc). For example, I can sort my ticket type of open to the top and then click the date header to put in date order.
Guest over 1 year ago in  0 Future consideration

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 Future consideration

Provide customizable dashboard widgets for reporting

I would like the ability to see at a glance certain support measurements for our org. Things like MTTR, or number of tickets open this month, number of tickets closed, number of tickets per status. I can't think of every potential report I may wan...
Guest almost 2 years ago in  1 Future consideration

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 about 1 year ago in  0 Future consideration

Add function so that you could exclude in a certain column

The customer requested that I add an idea: Once you have done the search, you could go to certain columns and exclude them. For example, if you did a search of all locations but then could click on the column header and choose from a list of items...
Ginny Kent over 1 year ago in  0 Future consideration

Comments Page Improvements. Show comment description not code, show more of the comments

The comment codes likely do not mean much to the customer show the comment description. There is plenty of space to arrange the page to see more of the comment without having to drill down.
Robert Brothers over 1 year ago in  0 Future consideration