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Account Administration

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Button on the Employee Performance and Employee Details page that directs Managers and Admins to the roster update area

Dealers are getting confused about where to update their roster and are trying to do it on the employee pages in the main area of SV. It would be great to have a button that says something like "To update your roster, click here" at the top of bot...
Holly Rose about 2 months ago in Account Administration 1

Group Enterprise logins

For enterrpise level users such as exec and directors of groups it would be great to have a way that their logins are automatically updated to add any new stores to their logins when the store is added to the group identifier. Example - ABDE Motor...
Kirstie Thomas 11 months ago in Account Administration 1

Color Code Notated Abandoned Calls

Color Code Notated Abandoned Calls to know where folks left off
Guest 8 months ago in Account Administration 2 Needs clarification

Vendor Level Log In

World Car Group has requested that we have a log in specifically for vendors where we can restrict the pages that they have access to. I have had other stores request this as well, but World Car is the most recent.
Holly Rose about 2 years ago in Account Administration 0

Settings - Portal Login more than one account access

When changing accounts in 2.0, it's easy to see CallRevu LLC accounts vs Team Velocity or vendor accounts. When you are creating users who need access to more than one store, you can't tell which account is the CallRevu LLC and which is the Team V...
Amy Shaffer 11 months ago in Account Administration 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 2 years ago in Account Administration 0

Send management an email/text alert when a call has been missed.

No description provided
Guest about 1 year ago in Account Administration 0

New Employee Setup

Self Admin of new employee set up should automatically set up a telephony ID for the employee and an outbound line should be set up for the employee when an employee is added for use in C2C. The outbound should be registered for the account with s...
Guest about 2 years ago in Account Administration 1

Selecting multiple stores for employee lists

We have some locations that share sales roles and i want to ensure their profile is set up and matches.
Guest over 1 year ago in Account Administration 0

Simplify list of employee roles

For example, we have no idea if SM is Sales Manager or Service Manager and may click the wrong role. The list needs deduplication, standardization, and simplification.
Holly Rose over 1 year ago in Account Administration 0