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review calls showing details of calls listened to/call reviewed tag or indicator

Customer would like the review calls to show the details of which calls they listened to. Currently it breaks out the department but not the actual list of calls they've listened to. They would like this so if they forget which calls they listened...
Jasmin Reynolds 10 months ago in CallTracking CI 0

Update Outbound Daily Report to allow for setting to be for weekly and monthly call data

We Currently have a report Outbound Daily Report that can be scheduled with run day options Frequency: Disabled Daily Weekly Last 4 Weeks Monthly Day of Week (for Weekly): Sunday Monday Tuesday Wednesday Thursday Friday Saturday but th...
Guest 10 months ago in Reports / Analytics 1 Needs clarification

Settings - Portal Login more than one account access

When changing accounts in 2.0, it's easy to see CallRevu LLC accounts vs Team Velocity or vendor accounts. When you are creating users who need access to more than one store, you can't tell which account is the CallRevu LLC and which is the Team V...
Amy Shaffer 11 months ago in Account Administration 0

Click-2-Call - Indicate to agent why the call failed (blocked, bad call, etc.)

Request a feature update that will give agents making click 2 calls some feedback on their calls when the call to the customer does not connect; perhaps a message to be heard on the call, due to the agents number being blocked by a carrier, or th...
Guest over 2 years ago in Integrations 0

Ability to assign alerted call to sales rep in CRM using an @REPNAME function

Requested by GSM at AMSI Sawgrass Infiniti Sales Manager opens the client record in eleads (or any CRM) and would like to put in the notes of a call "assigned to @REPNAME" and have the alert closed and notes updated in CallRevu and the ability for...
Guest over 2 years ago in Integrations 0

Choose which reports display in Telephony in CRM

Client would like the ability to choose which reports show in the telephony menu in their CRM. If a sales manager then they would only like to see the reports that would be most pertinent to their job vs if they are a Marketing manager. Client wou...
Guest over 2 years ago in Integrations 0

Disallow downloading calls

For security reasons, a dealer may want/need to disable allowing users to download phone calls. It should be enabled by default, but be able to be disabled for all users. Even better would be for this permission to be assigned some users and not o...
Scott Bleasdell almost 2 years ago in Account Administration 0

Show who is receiving alerts and what alerts they are getting

Dealers want to know who is signed up for what alerts. There is high staff turn over and this would allow them to self-admin their alerts.
Holly Rose 12 months ago in SalesVision 1

Call Times on Text Alerts should reflect the time zone of the account (all are currently CT)

Currently all call alerts sent via text show the time of the call in CT. We should show the time of the call based on the time zone of the account
Guest almost 2 years ago in Alerts 0 No longer in consideration

ABILITY TO HIDE THE LEFT COLUMN

HAVE THIS ON A TV IN THE SALES OFFICE, BUT THE LEFT COLUMN TAKES UP TOO MUCH ROOM AND CUTS IMPORTANT DATA OFF.
Guest about 2 years ago in Other 0