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Add Customer (21)
AIM (4)
Appointments (85)
Business Rules (107)
Chat (33)
Legacy Conversations (30)
Customer Merge (40)
Customer Card (298)
Activity Box (11)
Dead Deal (5)
Credit App (33)
Customer Contact Card (20)
Header (13)
Misc Cust Card (2)
Past Activity (3)
Portal (6)
Vehicles (2)
Deal Docs (33)
Legacy Desking (69)
Digital Retail (4)
DMS (35)
Emails (77)
Email Blast (49)
Genius (99)
Appointment Confirmation (2)
Price Change Emails (0)
Genius Settings (0)
Integration (68)
Inventory (71)
Mentions (14)
Mining (100)
Miscellaneous (86)
Mobile (121)
Notes (26)
Notifications (82)
Permissions (36)
Pipeline (62)
Phone Calls (49)
Phone Dashboard (8)
Reporting (164)
Search Bar (22)
Service (17)
Sidebar (29)
Store Settings (48)
Tasks (46)
Templates (48)
Texting (93)
User Management (52)
Video (66)
Workplan (39)
New Desking (69)
New Conversations (14)
Vehicle Brochure in Automated Emails and Templates
We would like a way to add a vehicle brochure to an email template. It would be based off of the vehicle of interested that the customer send the initial lead in on. If there is no vehicle selected, then the brochure would not have to be added.
5
·
gathering votes
21
Get rid of "Hope to hear from you 🙂" from being sent with texted video or allow editing
When you send a video via text (using the mobile application) the verbiage "Hope to hear from you 🙂" is being sent along with the video link. I do not see that verbiage in the text dialog box prior to sending. I should be able to see and edit any verbiage which is being sent to my customer.
2
5
Time of Day Greeting Token
Can we set a token where it has greetings based on the time of day the message is being sent? Like we put "Good #timeofday" and it fills in morning, afternoon, evening, etc?
2
·
gathering votes
15
Restricted Email Templates
It will be very useful when you offer restricted email templates that may only be used by selected individuals.
23
·
gathering votes
65
Add Templates for Notes
Can we add a feature to create templates for NOTES on a guest page.
4
·
gathering votes
3
Additional Appointment Tokens
We need more appointment tokens! We should be able to write out the appointment day and date instead of just having the XX/XX/XXXX token format. When sending an appointment confirmation it would be better to send out "Tuesday, August 8, 2023" instead of just 08/08/2023.
2
·
gathering votes
6
Add Token for User's Phone Provider Agent Line
Add a token that will pull the salesperson's Agent Line from the Integrations tab in their profile. This will allow the user to share their text-able line via token.
6
·
planned
22
Conversations - Add Template Link for Email and Text
I feel that would be helpful so we wouldn't have to go back into the email template to do so.
3
·
gathering votes
15
Custom Order or Arrangement of Email and Text Templates
I would love the option to re arrange the drop down for email templates. So the ones I use most are at the top!
6
·
gathering votes
9
Email Templates Expand Body to Show Full Message
Ability to expand the body of the email template so you can see more of it at one time. Used to be able to do that with the old template view, but with the update it is no longer able to expand.
6
·
under review
10
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