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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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Showing 44 of 44

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

Comment More on the Work Order Description

Give better descriptions on your Work Orders. Example: Install/Training-PNN. I have no clue what that even means but it is an open work order
Guest over 1 year ago in  1 Already exists

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

Boxes that have text limits show how in the corner (25/500)

This limitation to know you are 'over the limit' for the box +portal has an auto-timeout =I end up trying to submit the ticket 3 times before it actually takes.
Kevin Deguelle 8 months ago in  0 Needs review

Flag to show unread comment

Add a flag or color to the work order in the portal to indicate the work order has a new comment that has not yet been read.
Chris Fleming 8 months ago in  0 Needs review

Not close a ticket immediately if no response in a few days

Sometimes tickets are closed prematurely when there's been no response after a few days. Sending a couple follow up emails would benefit end users to make sure they see the response or automate the follow up email to get a response back from the e...
Guest 10 months ago in  0 Needs review

Fix Error "Failed to fetch" in Customer Portal

There seems to be an issue where if an email message is attached to a work order, or perhaps if an attachment is corrupted, it makes it so you cannot update any comments on the work order in the customer portal. I have attempted to update a commen...
Matt Harvey over 1 year ago in  0 Planned

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