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.
When using the Delivery Log tab, we would like to see an All option in the dealer dropdown because we have some departments like wash bay and PDI that do this work for All locations. It would be easier then having to go through every location when...
Is it possible to have date created & date edited fields added to the inbound telephony line set up screen? Also, if possible, which user added the lines and who edited it as well?
Drop Down Tab on Send Email Screen Filled with Co-worker Emails
I would like an option to be added to select other co-workers from a drop down list from "Send Email Screen". It would be very convenient to have a dropdown in the "TO" field where pre-filled emails or commonly used emails can be selected from rat...
Please allow the ability to have a cancelled appt copied and re-created rather than having to do it manually. This could be initiated from the Appt History tab on the customer profile.
Please add Preferred Advisor as a field in Fetch (Service History). Last Advisor is there, but preferred is not. This is set in the customer info popup, but currently can't be searched using fetch
We are wondering if there is anyway to get a voice drop report that looks similar to this? These would be the campaigns from fetch automation so we can see the success per campaign
Telephony: Pop Up When Logging Out as Training or Meeting
In telephony, people are logging out as "Training" or "Meeting" but are not actually doing those things. Some of them are using these for extra break time. Is it possible that when they choose either Training or Meeting that a pop-out comes out as...
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