SalesVision

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 "...

Client would like to be able to create a report once and then add it to favorites so it is stored in a menu option called favorites where they can then go and run that report easily without having to recreate it each time. Example would be running...

Action Dash Right hand side displays Appointments for today. All appointments show "unconfirmed" under the appointment date. please display appointment time instead of "unconfirmed" there is no feature or function to allow a user to change an appo...

If a call is not transcribed (summarized) due to it being a Spanish call and the customer does not pay for Spanish transcriptions please identify in the call summary Spanish Language so that the client and CallRevu team can quickly identify why it...

Have a ServiceVision dedicated landing page with insights including recall call data

Previously in crclient users were able to use the CTRL-F tool to find in page custom reports. There is no ability to do that with SalesVision and users are unable to view all lines (currently only able to view 10 lines at a time). This will allow ...

It would be helpful for dealers to be able to see the abandoned call information for multiple stores on the tracking tab.

I know that long calls are currently deferred for the time being. Would it be possible to filter those calls as "other".

Sometimes the Group Search opens above where the groups are selected and the search bar doesn't come into view and you can't access it because it's above the page. I have to drag it over to a larger screen so it expands below and the search bar co...

Currently the phone numbers in the Action dashboard are hyperlinks so it makes it hard/impossible to copy the customer phone number to the clipboard for various other purposes (such as pasting into a softphone dialer or searching in other document...