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Provisioning Numbers for Shaken Stir Process

Currently, when choosing a new number. Our system only takes into account the area code. For Inbound numbers, this isn't so much of a big deal but it's a bigger deal for the Shaken Stir process. Some of the numbers are an hour or more away from th...
Amy Shaffer about 2 years ago in Other 0

Redesign CR 2.0 Filtering functionality

Implement a new filtering framwork in CR 2.0 that is more intuitive for users: Show more clear information about which filters have been enabled and the selections that have been made. Fix customer filter saving, so that users can actually save cu...
Seth Parker over 2 years ago in Other 0

Monthly report that includes call recordings for pivnet

Monthly recap report requested of pivnet calls by month with the call recordings
Jasmin Reynolds over 2 years ago in Other 0

I am looking to enhance the effectiveness of the Alert Activity Report in Sales Vision 2.0

I think we should add the following recapped roll up items to the top of this report. I think these items need added to the details: - Who closed the alert?- How long did it take to close alert? Recapped/Roll Up Items- What % of alerts are open to...
Guest over 3 years ago in Other 1

Auto-logout inactive users in web app

Current Portal doesn't log you out if you are inactive. SalesForce and 360 both do. The portal use to but doesn't any longer.
Amy Shaffer almost 2 years ago in Account Administration / Other 0

Automatically update the Roster via CSV file from DealerSocket

Steve Hamrell of CRM CPR has requested that the roster be automatically updated via a CSV file from DealerSocket. The file would need to be sent with whatever updates are made because Support wouldn't have the bandwidth to go out and check it and ...
Holly Rose about 2 years ago in Other 0

Add a link to the Customer Ideas Portal on top of the 2.0 page

Having a Customer Ideals Portal link on the 2.0 platform would make it easy for dealers to give feedback and share ideas to improve the product. Light bulb with hover text "Got an idea to make CallRevu better click here"
Holly Rose over 2 years ago in Other 0

Provide an In-Progress Status for Alerts

Users would like to have the option to put Alerts into an In-Progress status so that there is Open, In-Progress, and Closed status options. This would allow them to track from when they have a new open Alert through to them closing the Alert. Sale...
Guest about 3 years ago in Other 0 No longer in consideration

Report Showing the Numbers of Alerts Reviewed or Completed by Individual

Dealership Managers would find it helpful to know how many Alerts were reviewed or completed by each individual. This would allow them to track each individual and if their Alerts were reviewed, completed, or not.
Guest about 3 years ago in Other 0 No longer in consideration

Automatic Refresh Alert Page or a Refresh Button on Alert Page

Users would find it helpful for the Other > Alert Activity page to either have an automatic refresh capability after an Alert is changed, or have a refresh button to click inside the page. This would be a useful option and make the page more us...
Guest about 3 years ago in Other 0 No longer in consideration