Feature Requests

We'd like the Call Log to be condensed so that when a customer calls in, it only lists their name once. Instead of listing their name multiple times if they call in, could a functionality be added where there is a drop-down next to their name so you can click that drop-down to see all of their calls?

Make it so you can pick one number as the main so when someone adds a work number it does not show up as a duplicate card.

Those at the very least should be standard filtered options. Especially since we can't auto-source calls in Drive the way internet leads are, based on the Call Source. At the very least we should be able to filter by the "Call Source", as well as the "Call Salesperson" (NOT Mixing in "SALES 1"). Currently, we have an Incoming Call Log in which we can't: -Filter to see how many calls we got from a particular Call Source. -Filter to see just the calls of the person who actually took the call, not who it was assigned to. -Filter by Incoming # or Quick Search to find that entity. The data is sent over in the API for a reason. We need to be able to filter by those parameters.

Add a filter for "Source". We can then find a all calls from Marketing Phone Numbers that we have labeled "MKTG". Or we can look at just calls from CarFax etc.

When going through the call logs and looking at the inbound calls that aren't linked properly with a customer. It would be nice if we could open the customer to see details to make sure we aren't linking the call with the wrong file. A lot of folks will have their spouse's number on the file and I can't tell who's who without opening their deal. Currently the only way to be 100% sure is to open a duplicate tab and manually search each customer. In a perfect world I think this should function like the Duplicate Merge screen.

I'd like to see in our Call Log if a Manager has listened to the call. I had a previous CRM that would allow me to run a report and see what % of phone calls were listened to by managers. We would listen to 100% of the calls to know that we weren't missing any business.

The ability to add a new customer from the call log without creating a new deal.

add workplan on the phone so we dont have to spend too much time on videos

makes tracking progress easy and more pleasing on the eyes than task list also better at tracking for more than just one day and one person. would be nice to have on desktop instead of opening phone and having it on a smaller screen.

Please add Bodyshop on the department drop down in the phone review tab