Sort Call Details by Incoming Numbers in List View
Users would like to be able to sort by Incoming Numbers within Inbound Calls > Call Details > List View. This would allow them to sort in a similar way that they can in the Call Details > Column View.
Some dealerships use both ID1 (currently seen as CRM ID) and ID2 for their C2C. They cannot see their ID2 in Settings > Users in 2.0. They need to be able to see this in a separate column.
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.
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)
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
almost 4 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.
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.
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.
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