I was pulling some screen shots for Penske. It would be nice to have a report similar to the Calls by Department that pulls the same data by total calls for store not by line. This would be great info for large groups like Penske and Lithia that h...
Motorcycle, RV, and Marine dealers cannot currently search for their vehicles within the search tool in Call Details. This will allow them to find out what vehicles are most requested or looked at and questioned by their customers.
Dealers are tasking receptionists and others to do jobs that require them to have manager access to the platform, but this gives them access to other areas, like the employee tab, where they can see sensitive information. Dealers also are working ...
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...
Provide a Search Function or Capability for SalesVision > Tracking > Custom Reports
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 ...
Guest
over 3 years ago
in SalesVision
0
No longer in consideration
Add a Last Login Column in Settings > Users Management Table
Add a column that shows the last time that a user logged into CR 2.0 in the Settings > Users table. This would allow for managers and admins to know how often their employees use the system.
Allow to View Multiple Accounts at the Same Time When in Settings > Numbers
When you have multiple stores selected and are making changes in the Settings > Numbers it would be very helpful to not have to toggle between the separate stores.
Guest
over 3 years ago
in
0
No longer in consideration
1
0
No longer in consideration
