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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...
Amy Shaffer about 4 years ago in Other 0 Released

CallTracking Missing Export Function

The CallTracking is missing the ability to export the Dashboard. In Legacy the Dashboard > Tracking has the ability to export the data. Customers use this for tracking and reporting purposes.
Guest about 4 years ago in CallTracking 0 Released

Have test calls designated as "Test Calls" and not "Hang up No Connections"

It skews dealers Abandon calls percentages. This is in connection with the South Motors group having their lines tested 2x's a week.
Guest over 4 years ago in  0 Released

Alert Closure Reporting

It would be great to have a report in the alert activity report that allowed to dealer to see total of closed alert reasons. i.e. 7 alerts scheduled appts, 2 alerts were no next steps, 5 alerts were follow ups, etc. It would be great for both Serv...
Amy Shaffer over 2 years ago in Reports / Analytics 0 Released

Duration of calls

Client would like to see the total duration of calls by employee- also it would be nice to be able to drill down into those calls if necessary.
Crystal Torrence over 2 years ago in SalesVision 1 Released

Call Reviewed / Not Reviewed Flag

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...
Seth Parker over 2 years ago in CallTracking CI / SalesVision / ServiceVision 0 Released

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...
Seth Parker over 2 years ago in CallTracking CI / SalesVision / ServiceVision 0 Released

Ad Source Report for Groups

If you look at the Ad Source Report Monthly Trends for Groups, the report isn't super helpful as it doesn't display the location, just the name.
Amy Shaffer over 2 years ago in SalesVision 0 Released

Sort calls by alert

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
Guest almost 3 years ago in Alerts 0 Released

Voice Recognition

Voice Recognition to identify who the employee on the call is and we can identify all calls with an agent.
Kirstie Thomas over 3 years ago in Other / ServiceVision 0 Released