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review calls showing details of calls listened to/call reviewed tag or indicator

Customer would like the review calls to show the details of which calls they listened to. Currently it breaks out the department but not the actual list of calls they've listened to. They would like this so if they forget which calls they listened...
Jasmin Reynolds 10 months ago in CallTracking CI 0

CI Advanced Customers - Add Employees in Dashboard and Framed-INs

CI Advanced & CI Tracking customers would like the ability to add their own employees to a roster from our dashboard and framed-in reports. This feature is only available for Salesvision at this time on the employee performance report. Prior t...
Guest over 2 years ago in CallTracking CI 0

My Reports

Give users the ability to save "versions" of reports in CR 2.0 that maintain their specific filter, column selection, rows per page, etc. settings. Create a "My Reports" section in the left nav where these reports are stored by default. Create a "...
Seth Parker almost 2 years ago in CallTracking / CallTracking CI / Reports / Analytics / SalesVision 0

Censor/Remove profanity from machine transcriptions

I would like our machines to censor or remove profanity from machine transcriptions when they are shown within the application. Ideally, this would replace a profane word with "****". It allows someone to know profanity was used in the call, but n...
Guest over 2 years ago in CallTracking CI 0

Real-time Sales alerts

As a dealer I need to receive real time alerts, not waiting for up to 15 minutes for an alert about a mishandled call.
Guest over 3 years ago in CallTracking CI 0

Adding Notes to Calls (CallTracking CI)

I had a CI advance dealer say that he no longer could enter notes.
Amy Shaffer over 2 years ago in CallTracking CI 0

Exporting to Excel in 2.0/CI

When you export to excel, the cells aren't formated to text so you can't total any of the columns. In the legacy platform, the cells were formatted.
Amy Shaffer about 3 years ago in CallTracking CI 0

Single Sign-On (SAMLv2)

Customers have asked to simplify their log in process by having a single sign on capability that would integrate them between applications and with the CRM. Example. Tuttle Click Dealerships would like to setup SAML 2.0 SSO to integrate with the T...
Guest about 3 years ago in CallTracking CI 0

Add a Tab in CI for Easy Visibility of the Training Link

Users are requesting that the training link not be in the User Settings drop down menu, but as a tab like it was previously in CI. This will allow for them to more easily see where to click to enhance their knowledge of the CI platform through Cal...
Guest over 3 years ago in CallTracking CI 0 No longer in consideration