Requesting that a popup appears during creation of a new associate. If it is possibly a duplicate associate, prompt the user to confirm and select the correct associate from a list of candidates, or to continue to create a new associate.
It would be handy to have a "Clear All" or "mark All as Read" button so you do not have to mark each individual text as read. A lot of the text messages we have are for opting in, stopping and replying to confirm appointments
Enhancing Browser Controls in the Sales CRM Web Application
We kindly request the addition of browser controls to the Sales CRM web application, providing users with convenient functionality for navigating through pages. Specifically, we propose incorporating Back, Forward, and Reload controls to enhance t...
Customers are being presented in call select the same day that they are receiving voice drops, which happens when a customer has more than one VIN on their profile and only one of them received a VD. The example given was a customer with Multiple ...
There is no Opcode pull with Reynolds, so details (description, pricing etc...) are pulled in when used on an appt, when there is no accommodation to update those if the data changes/updates on the DMS side. As in, if we change the price of an Opc...
I would like to put a feature request in for Auto Add Opcodes. I would like to be able to control the order in which the opcodes are added, not just the position. You can control if the Auto Add lines are at the bottom or the top of the other line...
The Ability to view listen to call recordings should be based on user access. Currently, anyone with access to a customer profile can listen to calls. From a confidentiality and privacy perspective, this needs to be tightened up as only select peo...
When on the Appt schedule and looking at the Operation Tab you have the options of selecting Hours or Counts. I use Counts, so when I select Counts and then switch to a different day it automatically goes to Hours. This needs to remember your sele...
Fetch Email Campaigns Should Display How many Contacts Could Not Be Sent
When you run a fetch it might pull, say, 5000 records, but when you send it as an email campaign, it might only send 1000 emails. This could be because 4000 records have no email on file or have email turned off etc... Woiuld be great to show that...
Rachael Thibodeau
almost 5 years ago
in DealerMine / Fetch
0
I would like an option added "Save as draft" in the send email screen. It would make it so much easier when editing text in the body of the email when on a customer file as once I receive another call, I have to copy everything and then deal with ...
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