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Create a Report in CR 2.0 to provide numbers by month for individual ad sources

This is a request from Brickell Honda through Anthony and Greg. This was a report that existed 2 years ago in CRClient but no longer exists.Click on the graph next to the target number and that should display a monthly trend of every ad source by ...
Guest over 3 years ago in  0 Released

Add a play button to calls in the column view in CI Tracking

This would make listening to calls easier because users would be able to listen to multiple calls in a row without switching screens.
Guest over 3 years ago in  0 Released

Allow for the Custom Date Range to only be a single day

This is needed within CI to allow for the user to check on a single date (ie: 4/4/2021)
Guest over 3 years ago in  0 Released

Add new employees to the roster, would like it to be handle in one place for Sales Vision on CI

In legacy SalesVision in CRClient, you can enter a new employee along with their telephony ID and change their email address from one place under the Employee Performance tab. In CI w/SalesVision, you have to enter the name into the roster under t...
Jim Menard over 3 years ago in  0 Released