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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 almost 3 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 about 3 years ago in Other 0

Add recall conversation metrics into SalesVision

Have a ServiceVision dedicated landing page with insights including recall call data
Jim Menard about 3 years ago in SalesVision 1

CDK 180 Integration

Set up a CRM integration with CDK180 a Candian CRM
Tim Heher about 3 years ago in Integrations 0

Provide Support for Safari Browser

Users would like us to provide support to the Safari browser for viewing call tracking reporting. This would enable us to support dealerships that are on Apple-based systems (iPad, iMac, MacBook, iPhone). (SF Case: 00741925)
Guest over 3 years ago in Other 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 over 3 years ago in CallTracking CI 0

Tracking customers have no access to the employee roster to add/update or remove staff

Recently the Employee link was removed from Telephony and Insights in eLead and Vin respectively. This was the only way those users could add to their rosters, as the option is not in CI tracking. It is crucial to add staff to the roster when usin...
Melissa Parvis over 3 years ago in Integrations 0

The parts data on 2.0 does not match what is in crclient.

The information is incorrect.
Holly Rose over 3 years ago in  0 No longer in consideration

Customer would like to filter unique calls by department

PAG Honda of Danbury is specifically looking to see Sales Unique callers. The home page in CI is the only place to view that data but you can't filter that page. It only shows unique calls for total calls not by dept.
Amy Shaffer over 3 years ago in  0

Enterprise report showing Inbound Performance KPIs for all stores on one report

Client would like a report that shows all KPIs on one report for multiple stores. Similar to our comprehensive report or the legacy department report
Kirstie Thomas over 3 years ago in  0