Feature Requests

It would be cool to have an alert pop up for customers who have requested a call at a different time. Kind of like an alarm that goes off 5 minutes before you are supposed to call the customer so it doesn't get lost in your work plan.

Imagine coming in from just a regular weekend only to see 80 tasks have piled up while you're gone. Right now you have to get someone to clear them manually. What if you didn't have to do that? Tasks shouldn't be assigned to someone who isn't on the clock. It doesn't make sense.

Task creation should not be "active" on days the dealership is closed. If we can't create appointments outside of business hours, why would we have tasks created on days we are closed? coming in after a day off to over due tasks from a sunday, plus mondays is quite annoying

Looking for a way to view all tasks due for an entire team without having to click into each team member to go through those tasks individually by rep. As a BDM, being able to see all tasks due for the entire team would be very helpful.

When a person is off, our team completes their tasks. The system should automatically clear the task if the task has been completed regardless of who completes it. Example: A sales manager calls the customer the day after the visit. The task should clear for the salesman since the sales manager has already spoken with them.

It would be useful for our users to be prompted to set a new task when they complete one, in order to make sure that customers don't fall off of a workplan.

Duplicate tasks assigned for the representative accumulate and make task seem double their actual amount. Would love an option to only have one task per customer or a way to quickly erase duplicate tasks for the same person

Could you please give us a way to see our future tasks ?

As a manager, I find when I need to clean up a salespersons incomplete tasks that have snowballed over vacation or are old; I do not have the capability of deleting tasks with the lowest priority - instead, I am stuck deleted all or nothing. There should be an option to be able to select what type of tasks I want to delete. This widget will be a managers best friend!

When working on the workplan, sometimes you get into a flow state, and it would be so great to be able to see which customers prefer text, email, or phone right from the workplan, so you don't have to bounce back and forth.