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Add Account name to inbound dashboard PDF Export

As part of this documentation we want to send an export of the 2.0 Dashboard>Inbound (which we can export to PDF) but the export does not include the dealer name and for all the OEM knows the information is not for the dealer that is applying f...
Guest over 2 years ago in SalesVision 0

Trigger Keyword Alerts on valid SMS messages on tracking lines

Incoming SMS messages on tracking lines are a blind spot. I would like to have CallRevu "read" every incoming message and let me know if there are any valid ones from customers that I need to respond to.
Scott Bleasdell over 2 years ago in Alerts 0

Strong Close Report opens to a blank page

The Strong Close is sent as an attachment. When you open it. It loads to the right of the report so it looks like it's a blank report. If you look at the bottom of the page you can see the progress bar is not all the way to the left, it's in the m...
Amy Shaffer over 1 year ago in Reports / Analytics 0

Manage Reports

I want an area in the app that shows who is signed up for what reports (Daily Fix the phones, Strong Close, PHA's, etc) that would be able to be edited.
Holly Rose about 4 years ago in Reports / Analytics 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 3 years ago in Account Administration 0

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 3 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 almost 3 years ago in Other 0

Add the phrase to our sign in page- ..or if this is your first time logging in.

Currently it only asks if you have forgotten your ID. This addition would make it more customer friendly. Thanks
Guest over 1 year ago in Shared 0 Needs clarification

Outbound Dashboard include a total talk time

From a Customer Subaru of North Tampa about they outbound report they are wondering if you could integrate a "Total Talk Time" tab alongside the average duration tab? That way we can see how long a rep has spent on the phone for the day. This woul...
Guest almost 3 years ago in SalesVision 0

Reports default list most to least

Can we have an option to choose the category we want for default report order? I would like to be able to set that when I click outbound reports to be defaulted to most calls to least, whereas for Employee Performance, I want that to be in alphabe...
Grant Strac over 1 year ago in CallTracking 0