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CallTracking CI

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Call Reviewed / Not Reviewed Flag

Add a toggle or button to the call list and/or call details page that allows a user to mark a call as being "reviewed". Show call status (reviewed / not reviewed) on the call list. Allow users to set status back to "not reviewed". Potentially show...
Seth Parker over 1 year ago in CallTracking CI / SalesVision / ServiceVision 0 Released

Account-level Setting for CRM Framed-in Authentication

Add an account-level setting that either requires users to authenticate to CallRevu when they try to access reports through the CRM frame-in OR allows users to view reports without authenticating. Setting should default to "off" when it's implemen...
Seth Parker over 1 year ago in CallTracking CI / SalesVision / ServiceVision 0 Released

In the Accounts section of the CI Platform Users change it to show account names and not numbers

When adding Accounts to a user in CI (CI Platform Users > *user* > Accounts) it shows the account Numbers and not their Names. Change to show Name and not account Number.
Guest over 3 years ago in CallTracking CI 0 Released