Ideas Portal
ADD A NEW IDEA

All ideas

Showing 159 of 159

Allow for Users to be logged into eLeads CRM and Have Their Names Associated For Closing Alerts

Users that use eLeads CRM would like to have their names associated when they close Alerts through the eLeads CRM, instead of having it come across as the EXT user.
Guest over 3 years ago in  0

Change the Calendars to Show Sunday through Saturday Instead of Monday through Sunday

Many Calendars in other systems show weeks going from Sunday through Saturday. Using a Monday through Sunday week can be confusing to users and cause accidental errors when trying to view a week. (Date Range FIlter)
Guest over 3 years ago in  0

Add a Tab in CI for Easy Visibility of the Training Link

Users are requesting that the training link not be in the User Settings drop down menu, but as a tab like it was previously in CI. This will allow for them to more easily see where to click to enhance their knowledge of the CI platform through Cal...
Guest over 3 years ago in CallTracking CI 0 No longer in consideration

Add the Employee Add Button into the Settings > Users tab

Add the Employee Add button to the Settings > Users tab under the name Roster. This would give them both the Users and the Employee add and edit ability in one easy to find place instead of in separate parts of the platform.
Guest over 3 years ago in  0

Allow Manager Roles to be Able to Manage Users

Allow for Manager Roles to add, edit and delete users while still not being able to make any changes to the lines or add new lines. This will enable Manager roles to make changes to store rosters.
Guest over 3 years ago in  0

Placement or Separation of Q and A in Dealer Response

The placement of the questions and answers for Dealer Response in Details can be confusing.Change checks to Yes/NoCreate boxes for each question to separate each section for easier identification.
Guest over 3 years ago in  0 Already exists

Additional category for Alerts

Add a category for closing out alerts called 'working'
Guest over 3 years ago in Other 0 No longer in consideration

The Call Tracking page is missing a tab for outbound calls. CI has it but the regular tracking does not

Clients on basic tracking can't access their outbound information without this feature.
Holly Rose over 3 years ago in  0 No longer in consideration

Update Totals Based on Filters

When filtering using the Search Items in CallTracking Inbound Calls > Calls by Source / Calls by Number / Calls by Department the Total line remains the same. It would be very beneficial to be able to see what the totals are when searching for ...
Guest over 3 years ago in CallTracking 0 No longer in consideration