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Add Customer (27)
AIM (15)
Appointments (101)
Business Rules (124)
Chat (53)
Legacy Conversations (30)
Customer Merge (47)
Customer Card (349)
Activity Box (13)
Dead Deal (8)
Credit App (48)
Customer Contact Card (23)
Header (12)
Misc Cust Card (5)
Past Activity (4)
Portal (8)
Vehicles (10)
Deal Docs (42)
Legacy Desking (74)
Digital Retail (4)
DMS (43)
Emails (104)
Email Blast (55)
Genius (139)
Appointment Confirmation (5)
Price Change Emails (4)
Genius Settings (7)
Integration (71)
Inventory (75)
Mentions (16)
Mining (120)
Miscellaneous (100)
Mobile (142)
Notes (39)
Notifications (97)
Permissions (44)
Pipeline (77)
Phone Calls (57)
Phone Dashboard (9)
Reporting (198)
Search Bar (23)
Service (19)
Sidebar (32)
Store Settings (56)
Tasks (55)
Templates (62)
Texting (113)
User Management (61)
Video (88)
Workplan (50)
New Desking (106)
New Conversations (18)
Color Coding Customer Cards
Would love to be able to highlight or color code customers. Would make organizing and recognizing Out of State Customers easier at a glance!
2
2
Note List, Bullet Points, Paragraph Formatting
Would love to add notes as a list in the system instead of a long sentence. Long detailed paragraphs are great in some cases, but when I want to just throw down some quick details, it would help me to have the ability to list things or use bullet points.
7
·
gathering votes
30
See previous version of edited notes
When a note is edited there is currently no way of knowing what was there and it would be nice to be able to reference the pre-edited note.
0
1
MANAGER TO DO LIST COMMUNICATIONS TAB
Can we have a dedicated note section that can be updated by management for follow up tasks for us, such as organizing delivery drivers, reminders to follow up with service on an issue with a sold unit, vehicles that need to be brought back to detail
2
2
Add Images to Notes
Has anyone else wanted to be able to add photos to notes or is that just me?
5
16
Add a "Like" Button or Ability to React for Mentions and/or Notes
Have a like button so that whoever tags someone in a note can like it instead of having to reply back. It shows that the tagged person acknowledges the message.
13
·
gathering votes
109
Ability to add attachments to notes
We are needing the ability to add attachments (photos, PDFs) to notes on the customer record.
0
1
Read Receipts on Notes
Read Receipts on notes would be very helpful! Would allow people to know there note has been seen.
0
4
Ability to Schedule a Tag
It would be great to be able to schedule a tag to antoehr person. An example would be a question for a sales person on their day off. Instead of interuppting that day, we could schedule a tag for the next day when they are back in store.
0
1
Ability to See Deleted Notes
Being able to see all history in the log, including deleted notes.
8
·
gathering votes
32
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