Client would like to be able to create a report once and then add it to favorites so it is stored in a menu option called favorites where they can then go and run that report easily without having to recreate it each time. Example would be running...
Kirstie Thomas
almost 3 years ago
in SalesVision
1
Dealers should be able to provide CallRevu feedback on our call monitoring & analysis. If the transcription is poor, the summary is incorrect or missing important information, or if the department classification is wrong, for example.
Requested by Charlie Hicks of the Ed Hicks Auto Group. When there is a group of dealerships, the GM says it will be easier for him to know who to forward the alert to if the store name is included in the original text.
CallRevu's navigation bar is currently astetically pleasing but lacks a design based on industry best practices. The major issue is that the titles are very vague and can make it cumbersome for a user to find what they are looking for. Users often...
The text column is always zero's. I'm not sure if that was going to be a thing and just never happened, but if it doesn't serve a purpose, it should be removed. It would be nice to have a connection %. THIS IS A BUG: There is a Best Connectivity D...
CI Advanced Customers - Add Employees in Dashboard and Framed-INs
CI Advanced & CI Tracking customers would like the ability to add their own employees to a roster from our dashboard and framed-in reports. This feature is only available for Salesvision at this time on the employee performance report. Prior t...
When you have multiple accounts selected, all the dealership display in the Dealership Performance section. There doesn't appear to be any rhyme or reason to their listing. The stores aren't listed alphabetically, or by call total, Agent Available...
Link to client record in CRM from Call in portal and vice versa
CarWars has this feature and therfore it is an AMSI client request In Carwars when looking at a call detail there is a button or link that says open in eleads and when the user clicks this the customer record with the call opens in eleads. Client ...
Kirstie Thomas
about 3 years ago
in Integrations
3