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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 2 years 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 over 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 over 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 over 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 almost 3 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 almost 3 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 about 3 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 about 3 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 about 3 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 over 3 years ago in  0