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Unconfirmed appts on Action Dash

Action Dash Right hand side displays Appointments for today. All appointments show "unconfirmed" under the appointment date. please display appointment time instead of "unconfirmed" there is no feature or function to allow a user to change an appo...
Kirstie Thomas about 3 years ago in SalesVision 1

Improve integrations with ProMax CRM, especially with their Click to Call

Improve integrations with ProMax CRM...this company is now run by Mike Dullea who is the original founder of Vin Solutions CRM so he will be making a big push in the industry.
Jim Menard about 3 years ago in Shared 0

DNI Enterprise Reporting

Marketing Director(Jake Barron) for Jim Koons inquired if we had enterprise level reporting for DNI or if he had to go into each report one by one.
Amy Shaffer about 3 years ago in MarketVision 0

identify a call as Spanish language in the call summary when not transcribed

If a call is not transcribed (summarized) due to it being a Spanish call and the customer does not pay for Spanish transcriptions please identify in the call summary Spanish Language so that the client and CallRevu team can quickly identify why it...
Kirstie Thomas over 3 years ago in SalesVision 0 Added to the roadmap

Censor/Remove profanity from machine transcriptions

I would like our machines to censor or remove profanity from machine transcriptions when they are shown within the application. Ideally, this would replace a profane word with "****". It allows someone to know profanity was used in the call, but n...
Guest over 3 years ago in CallTracking CI 0

Phone Health Dashboard

Add a "Phone Health Dashboard" to CallTracking CI to provide an overview of phone health and alerts. Key information: Count of phone health alerts by alert type Summary of emergency alerts Overview of alert status (open, in progress, closed) Overa...
Seth Parker over 3 years ago in  0

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 over 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 over 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 over 3 years ago in SalesVision 1

CDK 180 Integration

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