Feature Requests

This would help with who should contact a customer when both a BDC agent and Sales Rep are on the deal.

As a user, I would like the ability to customize which desktop sounds I hear without having to mute my tab to hear no sounds at all. I would like to select whether or not I would like sounds for the following alerts: Notifications Leads Genius (if applicable) Unreplied (Messages) In Store Service Leads (if applicable) Reputation (if applicable)

Add filter for the dead reason, so it will be easier to find customer who are dead due to "finance decline" for example... or exclude some reasons.

I've found that our rigid opt-in response options have created a less than inviting first impression to our customers. If a customer responds to our opt-in text with "hey, yeah it's okay to text", our standard "Please respond with YES or NO" sounds cold, harsh, and does not invite the customer to enjoy a pleasant experience with us. Can our list of acceptable opt-in responses become more flexible?

As a user, I would like the ability to upload documents and other attachments to the Customer Card so that they can be accessed at a later time. As a user, I would like the ability to send a link to customers so that they can securely upload documents directly to their customer card Portal. I would like to be alerted via a Notification when new attachments are uploaded.

Please add the ability to create and use Text templates. Please add the ability to save "Favorite" Email and Text Templates for personal use. Please add the ability to send Video Library videos from the Video tab. Please add the ability to customize the Subject Line and Message in a Video sent via Email or Text. Please add the ability to share Email and Text Template Folders with other stores in your group. Please add the ability to track sent and reply metrics for Email Templates. Please add the ability to track sent and opt-out metrics for Text Templates.

We need to be able to click into the reporting numbers so we can see the raw data that goes into each number.

Requesting to have a add/edit under the warranty & Protection Window.

Why are there no service details to filter through in the mining tool. Drive has Closed RO data, why not allow that to be a searchable feature?

In Legacy Desking when in a Desk, I can see the Open Desks that I have worked on today and navigate to those Deals from the Desking Tool. In New Desking when in a Desk, I cannot see the Open Desks that I have worked on today and navigate to those Deals from the Desk. I have to exit the current desk to get back to all the deals that were desked and then find the one I want to open to re-access it. We would like to bring back the functionality in Legacy Desking to have an icon to access and load previous desks worked on today when you are in a Desk.