Feature Requests

We should be able to adjust or add an auto-reply feature to any incoming messages through DC for when we have our days off to avoid any fumbles, or at the least, have an auto-reply that can redirect our customers to our managers for further escalation if needed. Holidays can happen at any day of the week, so marking those as off, along with our normal days off, should be a feature. This would also eliminate the pile of tasks and touchpoints that are auto-generated for Monday mornings when closed on the Sunday, and would benefit our workloads immensely. I've seen a few threads that have a similar feature request, especially for telling the DC system what days we have off, but I think adding an "out-of-office" auto-reply would help with not avoiding our customers on our days off, and also not increasing our fumble rates when trying to enjoy our time away from the dealership.

I’d like to suggest an improvement to how tasks display in the system. Currently, I’m seeing my managers’ overdue tasks in my view, which can cause confusion and adds extra clicks to my day. Since I don’t manage those tasks, there’s no reason for them to appear in my pipeline as incomplete. It would be really helpful if those could be hidden from my view (or at least not show up as pending items on my pipeline). This would reduce unnecessary clicks and make the workflow more efficient. Thanks for considering this improvement!

When a lead is merged under the correct Lead Source, the original tasks remain open under both the Salesperson and BDC. This creates duplication of effort and multiple outreach attempts to the same customer (e.g., Genius, Salesperson 1, Salesperson 2), which confuses both the customer and our internal team. Additionally, duplicated tasks inflate workplans and increase manager workload, since managers must manually delete them—if they’re even caught by Sales or BDC. Request: After a merge, the system should automatically remove old tasks and retain only those assigned to the active Salesperson/BDC on the customer record.

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.

Allow us to specify windows for expiring tasks with beginning and end dates or even a keyword. Sometimes we're just trying to target tasks that were assigned on a specific day or for a campaign that no longer applies to sales goals.

The recent change to the time-entry field is a bottleneck. Typing 1400 to get 2:00 P.M. instantly was pure flow. It allowed users to set tasks with zero friction, moving through their workflow without breaking stride. We have a new problem. A red box and a clumsy scroll-down menu. This isn't just inconvenient; it’s an obstacle. It forces the user to stop, click, and navigate a cumbersome list. The result is a loss of momentum and wasted time. This isn't a matter of preference. It's about efficiency. The most productive users rely on quick, keyboard-driven inputs to get more done. Reverting this change and restoring the previous functionality is a logical step to remove this friction and optimize the user's experience.

Don't want a short snooze , don't want dead, just a place to put my trouble makers that need very little contact.

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 would like the ability to see tasks I have recently assigned to team members from the data mining section.

Can I be tasked on the buyer/co-buyer's birthday?