Keyword Search - improve ability to scan for key words
We had this previously several months ago. The Transcriptions are a bit cumbersome and take up the whole screen so it is slightly difficult to scan for specific things that were previously easier in the old portal because several transcriptions fi...
Add a toggle or button to the call list and/or call details page that allows a user to mark a call as being "reviewed". Show call status (reviewed / not reviewed) on the call list. Allow users to set status back to "not reviewed". Potentially show...
Account-level Setting for CRM Framed-in Authentication
Add an account-level setting that either requires users to authenticate to CallRevu when they try to access reports through the CRM frame-in OR allows users to view reports without authenticating. Setting should default to "off" when it's implemen...
AMSI accounts have new process requiring keywords used to close alerts, so if call details could be sorted by open alert, it would make the new method AMSI requires, faster
Show department classification and appointment set for campaigns
CallRevu processes calls coming in from DNI lines and we determine the type of call (department - sales/service/parts/etc.) and whether an appointment was set. This is very valuable information that should be viewed within the context of each camp...