Feature Requests

I would like to be able to see what tasks I have scheduled for the future. Currently, I am only able to view tasks which are scheduled for today. If I have scheduled tasks for the future, and for whatever reason I cannot remember the customer's name, there is no way to verify unless you already know what you're looking for. I would like a feature added which shows not only today's tasks, but also gives you the ability to see tasks scheduled for tomorrow, and into the future.

we like to make 3 contacts the first 3 days to the customer. Note: when leads come in on SAT after closing and we are closed on Sunday - you will lose 2 days of follow up due to a forced expiration of task for new leads only, after hours. We had a new lead on a Thursday and task kept expiring - and due to the way this system is set up we only got 4 calls out of 13 scheduled task for a NEW lead... so the customer only gets 4 calls in 7 days. Everything else expired. I have never seen a CRM do this and in 20 years i have worked with 6 of them. DC is set up to expire all NEW lead task when they come in over night and after hours. so you could end up with new leads and no phone calls attached. Depending on your dealership set up, you could loose leads due to improper follow up.

When someone opts out of texting - can that action no longer be an option when I pull up that task for that customer

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.

i show an 'overdue' video task, yet have 'no way' to send the customer a video! the customer is a truck driver and can not do text while driving. i sent him the opt in, and he said he might not be able to respond until tomorrow. he preferred text over email, so there is no email on file. the problem is, i am now showing an 'overdue video task', yet there is no way to send this customer a video yet! ... this morning in our sales meeting, we were looking at the % rates of personalized videos sent on time, and our overall % is much lower than it should be. as a new rep now getting started, upon noticing what i am now encountering, i realize the app needs to be updating, because it's hurting the dealership stats. dev can do a simple update to not have a video task show 'overdue' if the customer has no email on file or has not opted into text yet.

At Porsche, we have customers that request to be made aware of special events by their Client Advisor. For example, we hosted a track day Saturday and basically call the customer everyone month to keep him in the know.

It would be preferable if we could set it up where a task does not show as "overdue" until at least 24 hours old. When reviewed by management, it comes off as if we are not doing our jobs, even if the tasks just fired.

We need a way to look forward (dates beyond today) for customers and see what task are ahead of us.

I would like to restrict the sales people from deleting other users tasks for example the BDC tasks. Currently if you have the ability to delete a task you can delete any users tasks, it would be nice to limit them to only having the ability to delete their own tasks.

I've noticed when making calls or doing certain actions that tasks will stay open even after I just completed said task. According to support, if there are multiple tasks open such as a phone call task, you have to complete each task individually. Wouldn't it make sense if you make a phone call for it to clear out all phone call tasks?Why would you have to make a second phone call to clear out the second task. Why am I calling the customer a second time if I just spoke to them 5 seconds ago? I know we can clear out tasks/complete tasks. But that shouldn't have to be done.