Feature Requests

Should have the option to add customer roles in the CRM. Other than just Sales 1, Sales 2, BDC, Service BDC and Closer. I also do not see a place to add a sales manager. Many deals will operate with custom roles such as a CSR, customer relations ect.

It would be very helpful if admins could edit user signatures. We utilize custom signatures and our users aren't always on point when it comes to inputting the signature we have provided for them to use.

If user management could be overhauled to have a grid/display set up to drag and drop team members and assign team leads, it would be far more intuitive and easy to use instead of entering and exiting every individual user and checking to see that they updated correctly under the team leads.

Our Sales BDC employee schedules change weekly. However, the schedule is made the prior month. I think it would be useful if we were able to schedule a month in advance. Example- I am going to be off next, so is another employee- I will not be able to adjust their schedule because I will not be here to do it.

It would be great if the admins for the store could upload the employee's profile photo in their CRM profile for them.

I would like to have the ability to clock users out of Drive if they are with a customer so that any leads go to available users.

I want to be able to customize our team names in the system as opposed to relying solely on the team lead's last name. This will help add some fun to the system and help differentiate teams when I have team leads with similar last names.

In the pop-up window after you click "Add User" from the User Management tab of Store Settings, I would like to have the option to add the same customer to other stores from that screen. Where have multiple locations and need all of our staff to be tagged, added, and see their customers within that store's Mining Tool. Right now, I have to create the new User, then get in touch with Drive Support to do a mass add to our other locations. Would be fantastic if we could do this ourselves.

Currently only the USER can change their MFA AFTER logging in, which means when Twilio is having message delivery issues, your users cannot log in and you cannot adjust MFA type to Authenticator would allow them to work... How about you add an MFA tab inside of the User Management section so that Administrators can reset the MFA when someone gets a new phone number or needs to change to Authenticator. When you hit MFA reset it would allow a log in with known password, then the NEXT SCREEN would require MFA enrollment selection for either Mobile or Authenticator (preferably BOTH) to proceed to login! This is the way.

Maybe it's just my OCD and need to be "out with the old and in with the new" but we just migrated our data to Drive Centric and I have over 500 inactive users listed in our user management. Here's the thing, this hurts me deep in my soul lol Also, there is no need for anyone who was with us previously to be in our new CRM in anyway. And to be honest. if we are removing their access, they should not even be a blip on the radar. Maybe I am wrong... But I would love the option to say BYE BYE to these inactive ex employees..