Feature Requests

We need a way to log inbound calls without having to fake a outbound CTI call then canceling it. Just to have the log call box to pop up so we can mark it as an inbound call.

when I hit call, the call never comes through to my phone under customer follow up

Some of our team work at multiple work stations. There should be a way to save a 3rd or 4th number for click to call. Instead of adding the number each time we call a customer. This would great improve efficiency.

Add Filter option while in Orphan category for the mobile app

DISCONNECT this ability from logging outbound calls. They are two separate functions and my dealer won't turn on INBOUND because they don't want OUTBOUND logging on as well. We need the ability to log INBOUND calls when we receive them from guests.

Currently, you can only enter notes from a call into the CRM once the call is finished. I think it's beneficial to be able to add and adjust call notes DURING a call, not after. Details may get missed if they're to be entered post-call. I know this may help keep notes focused and concise, but I feel you miss a lot of customer relationship-based details when we have to remember the information in order to note it, rather than note it as we go through a conversation.

For the drop down when logging a call. we would like to be able to add more options

Please provide transcript AND summary option underneath each phone call.

Way too often, a lead will go up for grabs while I'm on the phone with them on the initial call. Not only does this cause confusion and frustration for sales associates on both sides, but it makes us look stupid for having multiple people contact them asking about initial info. Can you create a way for the CRM to acknowledge that a call is active so it will "stop the clock" on the timing out?

Our current 'Bad Number' handling makes it difficult to retrieve customer profiles when they call back after a service lapse. When a customer's cell phone is temporarily disconnected (e.g., due to an unpaid bill), marking the number as 'Bad' prevents us from using it for future lookups. To maintain efficient customer service and accurate lookup, we need a mechanism to visually flag a phone number as unreliable (e.g., a strikethrough) without removing its search index from the customer's profile.