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Adjusting frequency for notifications and reports

We would like to set up frequency for our reports such as the Auto Recap, Fix the Phones, and Strong Close reports, etc. so they can either make it daily, monthly, weekly, bi monthly, quarterly, yearly etc. so it meets the dealership needs.
Jasmin Reynolds about 1 year ago in Reports / Analytics 0

Team comparison performance reports

I would like a report that shows team vs. team comparison reports. Ability to see call totals, call results, team skills, team performance vs other teams.
Kirstie Thomas over 1 year ago in Reports / Analytics 1

Simplify list of employee roles

For example, we have no idea if SM is Sales Manager or Service Manager and may click the wrong role. The list needs deduplication, standardization, and simplification.
Holly Rose over 1 year ago in Account Administration 0

Renaming the metric of repeat calls in ServiceVision Intel

It would be less confusing if it was All Calls, then all unique calls, then the breakdown of one-time and repeat callers...so you'd more clearly see that one time + repeat = all unique calls. The way it is now, dealers aren't seeing that they have...
Holly Rose over 1 year ago in ServiceVision 0 No longer in consideration

Update CallRevu Portal Appointment Set Metrics to match Comprehensive Report

The breakdown of the calculations from the 2.0 Dealership > Department Reporting: Agent Identified (515) + Agent Not Identified (99) / Agent Set Appointment - Specific Time (147) = 24% The way that the Comprehensive Report calculates is the fol...
Holly Rose over 1 year ago in Reports / Analytics 0

Auto-logout inactive users in web app

Current Portal doesn't log you out if you are inactive. SalesForce and 360 both do. The portal use to but doesn't any longer.
Amy Shaffer almost 2 years ago in Account Administration / Other 0

Total minute usage for Outbound minute Export

When the dealer exports the billable minute report to a PDF, the total at the bottom does not carry over
Holly Rose almost 2 years ago in Reports / Analytics 0 No longer in consideration

Time Not Specifed Appts show as 12:03 am Appts

I met with Paragon and the Mgr had exported Today's appts and found several with odd times at 12am. After searching, all of these calls were soft/time not specified times. I reached out to support and they said that is how they currently show.
Amy Shaffer almost 2 years ago in Reports / Analytics 1 No longer in consideration

Automatically update the Roster via CSV file from DealerSocket

Steve Hamrell of CRM CPR has requested that the roster be automatically updated via a CSV file from DealerSocket. The file would need to be sent with whatever updates are made because Support wouldn't have the bandwidth to go out and check it and ...
Holly Rose about 2 years ago in Other 0

Add a link to the Customer Ideas Portal on top of the 2.0 page

Having a Customer Ideals Portal link on the 2.0 platform would make it easy for dealers to give feedback and share ideas to improve the product. Light bulb with hover text "Got an idea to make CallRevu better click here"
Holly Rose over 2 years ago in Other 0