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)
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...
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...
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.
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...
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