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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 4 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 about 4 years ago in Other 0 No longer in consideration

Automatic Refresh Alert Page or a Refresh Button on Alert Page

Users would find it helpful for the Other > Alert Activity page to either have an automatic refresh capability after an Alert is changed, or have a refresh button to click inside the page. This would be a useful option and make the page more us...
Guest about 4 years ago in Other 0 No longer in consideration

Copy phone number in action dashboard to clipboard

Currently the phone numbers in the Action dashboard are hyperlinks so it makes it hard/impossible to copy the customer phone number to the clipboard for various other purposes (such as pasting into a softphone dialer or searching in other document...
Guest about 4 years ago in SalesVision 0

Under filters, add define what columns show up on the report

Under filters, add define what columns show up on the report
Katie Wagner about 4 years ago in Other 0 Already exists

Full Call Recap by source including abandonded calls

Report similar to ad source including: Ad source, tracking number, end point number, total calls, opportunities by dept (sales, service, etc), list the abandoned calls.
Katie Wagner about 4 years ago in  0

Print Option | Tracking -> Tracking

Client asked for a Print Option in Tracking -> Tracking
Katie Wagner about 4 years ago in  0

Add Headers and Titles to the Percentage Columns in Employee > Employee Details

Add the titles in the headers for all the percentages in the Employee > Employee Details page. This will cause less confusion to the user. Currently it is a guessing game to decide which column goes where for the user to setup.
Guest about 4 years ago in  0

Column Header Title Update

Could we please add headers/titles to the % columns to the Employee Details?Could we please update the header/title for Same Day Appt% to Pure Appointment or Phone Up Percent?
Katie Wagner about 4 years ago in  0

Enterprise Report to see Pure Appt Set across all stores

Client would like to have a report that shows the PURE appt set % and set #s across multiple stores in one report. An enterprise report where they could see store KPI stats in one report and includes the PURE appt set % and # of set appts
Kirstie Thomas about 4 years ago in  0