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Status Released
Categories Other
Created by Guest
Created on Oct 21, 2021

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Provide a Search Function for Both Outbound and Inbound Calls

Users would like to be able to run a search for both Outbound and Inbound calls at one time without having to run a report. This would allow them to see people who called in and then had a call back, as well as for dealers that left messages and got a customer to call them back.

Associated with SF: 00740552

"As a manager I would like to find the history of all calls from a particular caller over time without having to run a report of all callers. Allow the manager to search for the history of just one caller number even if calls are not summarized. History should show inbound and outbound calls for that caller number."

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0 MERGED

Add a Search Feature For Customer Numbers Like in Legacy

Merged
User would like the new SalesVision to search for Customer Numbers like the Legacy platform did and keep all results on one page. SalesForce Case: 00741414
Guest about 3 years ago in Other 0 Released
0 MERGED

History of calls from caller number

Merged
As a manager I would like to find the history of all calls from a particular caller over time without having to run a report of all callers. Allow the manager to search for the history of just one caller number even if calls are not summarized. Hi...
Kirstie Thomas almost 3 years ago in SalesVision 0 Released
0 MERGED

Create a Search Function for Inbound Calls

Merged
Allow for searching in the Dashboard > Inbound for individual calls and numbers. This will allow for users to search more efficiently within that screen
Guest over 3 years ago in Other 0 Released