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Allow Alerts to be sent out to managers of Teams, not just Departments

We have teams built to organize employees. Why can we not set it up that X, Y, Z employees, as a member of team 1, have alerts sent to Manager of Team 1. Same for Team 2, 3, 4, so on and so forth. Only allowing by department means that BDC manager...
Guest 11 months ago in Alerts 0

ServiceVision Intel - Calls by Time of day chart should be affected by which Day of Week is selected

It would be nice to have the calls by Day and Time have the ability to click into a day of the week and view call traffic time for that specific day. If i can see that Monday is their highest call volume day, it would be helpful to find what time ...
Amy Shaffer almost 2 years ago in ServiceVision 0

Differentiate between Retail Parts and Wholesale Parts calls

As a dealer, I would like to be able to track and analyze parts call based on whether the call was a retail sale or a wholesale call.
Amy Shaffer about 2 years ago in ServiceVision 1

Goals - allow accounts to set their own goals

In the employee report card and on the department report allow the goals that are displayed to be set by each account. Currently all goals are static and set by CallRevu and not by the client based on the clients needs, goals or expectations of th...
Kirstie Thomas about 3 years ago in SalesVision 0

Add Account name to inbound dashboard PDF Export

As part of this documentation we want to send an export of the 2.0 Dashboard>Inbound (which we can export to PDF) but the export does not include the dealer name and for all the OEM knows the information is not for the dealer that is applying f...
Guest over 2 years ago in SalesVision 0

Trigger Keyword Alerts on valid SMS messages on tracking lines

Incoming SMS messages on tracking lines are a blind spot. I would like to have CallRevu "read" every incoming message and let me know if there are any valid ones from customers that I need to respond to.
Scott Bleasdell over 2 years ago in Alerts 0

Reports default list most to least

Can we have an option to choose the category we want for default report order? I would like to be able to set that when I click outbound reports to be defaulted to most calls to least, whereas for Employee Performance, I want that to be in alphabe...
Grant Strac over 1 year ago in CallTracking 0

Add Text-SMS Alerts to our Alerts

It's evident that text messaging has become a primary mode of communication, yet its integration into dealership processes often lags behind. Many dealerships are unaware of text messages sitting in SalesVision, potentially missing out on valuable...
Heidi Braun over 1 year ago in Alerts 0

Call Times on Text Alerts should reflect the time zone of the account (all are currently CT)

Currently all call alerts sent via text show the time of the call in CT. We should show the time of the call based on the time zone of the account
Guest over 2 years ago in Alerts 0 No longer in consideration

SVP Needs an easy way to access Unappointed Fixed Ops Calls

We need an easy way for dealers to access their unappointed Fixed Ops calls. In Sales Vision there is the appointment opportunity bar. In SVP the dealers need to click on all calls then sort by appointed and look for the calls that weren't by the ...
Gregory Vovak over 1 year ago in ServiceVision 0