Ideas Portal
ADD A NEW IDEA

All ideas

Showing 159 of 159

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 about 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 over 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

Adding Notes to Calls (CallTracking CI)

I had a CI advance dealer say that he no longer could enter notes.
Amy Shaffer over 2 years ago in CallTracking CI 0

Deferred Long Calls

I know that long calls are currently deferred for the time being. Would it be possible to filter those calls as "other".
Amy Shaffer over 2 years ago in SalesVision 0

Group Search

Sometimes the Group Search opens above where the groups are selected and the search bar doesn't come into view and you can't access it because it's above the page. I have to drag it over to a larger screen so it expands below and the search bar co...
Amy Shaffer over 2 years ago in SalesVision 1 No longer in consideration

Create a New Daily Email For Abandoned Calls

I would like to receive a daily email for Abandoned Calls built the same way that the current Fix the Phone Report that is sent out. This would allow me to get the data in an email to them on a daily basis for Abandoned Calls.
Guest almost 3 years ago in  0

Add a Column in the Weekly No-Connection Calls NUM101 Report for Record IDs

Users would like to be able to be able to see the Event ID in a column in the weekly PUSH Report for No-Connection Calls. This information is already in the Report, but is currently hidden in "Column D".
Guest over 3 years ago in  0 No longer in consideration

Provide an In-Progress Status for Alerts

Users would like to have the option to put Alerts into an In-Progress status so that there is Open, In-Progress, and Closed status options. This would allow them to track from when they have a new open Alert through to them closing the Alert. Sale...
Guest about 3 years ago in Other 0 No longer in consideration

Report Showing the Numbers of Alerts Reviewed or Completed by Individual

Dealership Managers would find it helpful to know how many Alerts were reviewed or completed by each individual. This would allow them to track each individual and if their Alerts were reviewed, completed, or not.
Guest over 3 years ago in Other 0 No longer in consideration