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Call Analytics

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Copy phone number in action dashboard to clipboard

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...
Guest about 3 years ago in SalesVision 0

Allow Filtering by Employee on SalesVision Outbound Dashboard

Give users the ability to filter by employee on the Outbound dashboard in SalesVision. Outbound reporting is highly valuable to dealers. Providing the ability to filter the dashboard to only a specific set of employees will make it easier to view ...
Guest over 3 years ago in SalesVision 0

Bold and Darken Fonts in SalesVision > Department Report > Phone Handling - Connected Calls

Instead of having a lighter grey shade for different answers within the Phone Handling section make the questions bold/larger and make the grey black. This will make it easier to read and allow Managers to more easily read the information.
Guest over 3 years ago in SalesVision 0 No longer in consideration

Provide Missing Calls report from CI for SalesVision

Either provide the Missing Calls report from CI to SalesVision or provide a separate report in SalesVision to enable users to view Missed Call insights.
Guest over 3 years ago in SalesVision 0

Exporting to Excel in 2.0/CI

When you export to excel, the cells aren't formated to text so you can't total any of the columns. In the legacy platform, the cells were formatted.
Amy Shaffer about 3 years ago in CallTracking CI 0

Single Sign-On (SAMLv2)

Customers have asked to simplify their log in process by having a single sign on capability that would integrate them between applications and with the CRM. Example. Tuttle Click Dealerships would like to setup SAML 2.0 SSO to integrate with the T...
Guest about 3 years ago in CallTracking CI 0

Add a Tab in CI for Easy Visibility of the Training Link

Users are requesting that the training link not be in the User Settings drop down menu, but as a tab like it was previously in CI. This will allow for them to more easily see where to click to enhance their knowledge of the CI platform through Cal...
Guest over 3 years ago in CallTracking CI 0 No longer in consideration

Update Totals Based on Filters

When filtering using the Search Items in CallTracking Inbound Calls > Calls by Source / Calls by Number / Calls by Department the Total line remains the same. It would be very beneficial to be able to see what the totals are when searching for ...
Guest about 3 years ago in CallTracking 0 No longer in consideration