Ideas Portal
ADD A NEW IDEA

All ideas

Showing 54

Total Phones in Employee Details Drill Down

Make the Phone Ups in Employee Details drill down to show their calls.
Guest over 3 years ago in  0 Released

Enable Users to Select and View call details from SalesVision >Alert Activity

Allow users to view the Call Details from the SalesVision Alert Activity tab, allowing them to better understand quickly what the call was about.
Guest over 3 years ago in  0 Released

Drill down into calls on either Open or Closed Alerts within SalesVision

When using the SalesVision > Dashboard > Inboundbe able to select alerts and notifications based on if they are either open or closed. This was a feature in the legacy version but not in CI.
Guest over 3 years ago in  0 Released

Have User IDs/Logins Generated Using Employee Email Address

Currently when enrolling a new client in cr360 > Enrollment > Enrollment Portal it uses a random portion of the client's name. This is not ideal for use with CR2.0. It will work more seamlessly using the client's email address for the User I...
Guest over 3 years ago in  0 Released

Allow Sorting to Reverse

Allow for sorting to be done forward and reverse. Right now it can only be done in one direction (A-Z/1-9). Allowing it to be sorted in the opposite direction will make it easier for dealers to sort through the data. Allow it to be sorted A-Z/1-9 ...
Guest over 3 years ago in  0 Released

Enlarge the Back Button

Enlarge the size of the back button for users to better see it and click on it.
Guest over 3 years ago in  0 Released

Show Multiple Calls From a Single Number at One Time by Number

Within the crclient, when a customer called multiple times it showed the calls we were looking at out for how many times they would call. In crclient, that section was hyperlinked to show that six calls were open up to investigate. Go from Dashboa...
Guest over 3 years ago in  0 Released

Change Wording for "Carrier NOT Identified." in ADD USER

When adding a User in CI and using a landline it says: Carrier NOT Identified.You will not any receive text messages. This can be confusing to a customer (also the second line needs to be reworded). Changing it to: Number is not identified with a ...
Guest over 3 years ago in  0 Released

Include Second line of Caller Information

In CR2.0 the Call Details only provides the line of information retrieved from the Caller ID, but does not provide the information that the agent was able to obtain.
Guest over 3 years ago in  0 Released

In the Accounts section of the CI Platform Users change it to show account names and not numbers

When adding Accounts to a user in CI (CI Platform Users > *user* > Accounts) it shows the account Numbers and not their Names. Change to show Name and not account Number.
Guest over 3 years ago in CallTracking CI 0 Released