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Provide a Search Function or Capability for SalesVision > Tracking > Custom Reports

Previously in crclient users were able to use the CTRL-F tool to find in page custom reports. There is no ability to do that with SalesVision and users are unable to view all lines (currently only able to view 10 lines at a time). This will allow ...
Guest almost 4 years ago in SalesVision 0 No longer in consideration

Add a Last Login Column in Settings > Users Management Table

Add a column that shows the last time that a user logged into CR 2.0 in the Settings > Users table. This would allow for managers and admins to know how often their employees use the system.
Guest about 4 years ago in  0

Allow to View Multiple Accounts at the Same Time When in Settings > Numbers

When you have multiple stores selected and are making changes in the Settings > Numbers it would be very helpful to not have to toggle between the separate stores.
Guest about 4 years ago in  0 No longer in consideration

Real-time Sales alerts

As a dealer I need to receive real time alerts, not waiting for up to 15 minutes for an alert about a mishandled call.
Guest over 4 years ago in CallTracking CI 0

Allow Challenges to be Deleted by an Admin in Test Track

If a dealer is setting up TestTrack and they run into an issue (they get interrupted, they find there is no mic, or have other technical issues), they would like to be able to delete that challenge so it doesn't impact the agent's score.
Holly Rose 4 months ago in TestTrack 0

Lease Return Alert

This alert would help dealers see when they miss a lease opportunity
Holly Rose about 1 year ago in Alerts 0

Enterprise reporting for Abandoned Calls

It would be helpful for dealers to be able to see the abandoned call information for multiple stores on the tracking tab.
Holly Rose over 1 year ago in SalesVision 0 No longer in consideration

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 over 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 about 2 years ago in Reports / Analytics 1

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 2 years ago in ServiceVision 0 No longer in consideration