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Text Alerts - Send a DealSaver alert when a consumer texts in off of one of our lines

Currently a dealer has to be in the portal to see when a text message comes in, Penske has requested that we send them an alert when a consumer texts one of our text enabled lines so they have near real time visibility into that message and can lo...
Kimberly Simko 20 days ago in SalesVision 0

Add Data Definitions feature to Service Vision Pro Solution

We have the Data Definitions feature in Sales Vision and it would be beneficial to have that same feature added to Service Vision Pro so they can reference what each category means in the Fixed Ops side of the business.
Kimberly Simko 20 days ago in ServiceVision 0

Make Outbound Dashboard All Calls List Drillable

Robert Smoczynski from Canada One reached out wanting to know if we can add hyperlinks to the options in Outbound that would show only those calls. Image is showing where he is requesting the hyperlinks be added. He wants to be able to see only th...
Cameron Woodfork 5 months ago in SalesVision 0

Alert View & Close Logging

Do we have the ability to view who is clicking into the alerts. We have Finch Automotive, we provide reporting to show them how many alerts were opened, but they want to see who is looking at it.
Amy Shaffer 2 months ago in Alerts 1

Alerts to be sent to Teams not just indv. people

Alerts will soon be available to deploy to individuals vs. roles. With the creation of Teams, it would be helpful to be able to send alerts to team. Manager Team, New Car Sales Team, Parts Team, etc. instead of having to pick all the individuals i...
Guest 7 months ago in Alerts 0

Hour of Day Filter

Please add a filter in to the enterprise reporting that would allow you to search by hours of the day for all of the data that we provide.
Gregory Vovak 3 months ago in SalesVision 0

Outbound Call access for Service Vision Pro Customer

We had a dealer with GTC that is a Service Vision Pro only customer. They could not see their outbound call data and needed the audio for legal reasons. They weren't able to access the call because Outbound calls aren't on Service Vision Pro menu.
Amy Shaffer 7 months ago in ServiceVision 0

Move Location of Alert Activity, Text, and Voicemail Report Reports

File Attached: Visual of Proposed Changes To "Other Tab" Based on conversations that I have been having with Dealers I suggest moving the location of the items that currently sit in the "Other" tab on the left-hand rail of the platform. Alert Acti...
Dustin Snyder almost 2 years ago in SalesVision 0

Changing Service Vision to Fixed Ops Vision

Since we're looking at Service, Parts, and Body shop in this area, renaming it Fixed Ops Vision would make more sense than it just being called Service Vision.
Holly Rose 4 months ago in ServiceVision 0

Reporting for Agent 1

Schumacher Group (10 stores), they are asking for reporting on Agent 1 and how well their receptionist/Cashier/operators are doing. Moving to SalesVision 24, they will be losing visability to Agent 1
Amy Shaffer about 1 year ago in SalesVision 0