Feature Requests

Don't require a phone number to sign up new advisors. We use our X-ID's to log in, why can't we just use those to add new advisors to our teams. This would allow any Dealership employee who isn't issued a company phone to sign up without using their personal phone number.

Ability to loop in other advisors or farmers when a ticket with an @mention as you would in Microsoft Teams or other types of software. Would help to help other advisor visibility on a particular ticket

I think it would be a good feature to add a way to schedule sending for messages for employees who work after hours. That way when doing quotes or hauling reminders for the next day they can be prepped and set up for a scheduled time.

We would like to be able to give our callers the option to go to a voicemail during the call tree. This would be for our on call ring schedules as some customers call outside of hours when it is convenient for them but not necessarily because it is an emergency. We would like to present them the option to press a button to connect to an advisor if it is an emergency, or to press a button to leave a voice message. Currently the call tree will go to voice message if no button is pressed but only after playing the "Press 1 for ..." 3 times which is inconvenient to the customer and will just make them press the button to connect to the advisor.

Would be helpful to bold the ticket line on the web dashboard when there is new chat activity, similar to the mobile app, instead of the "New" chat bubble. This would only clear after the advisor clicks into the ticket.

The ability to craft a message and upload supporting documentation without having to send to the end customer until you're ready. One specific use case might be when a technician is working a job then they could build that message with supporting documentation and send everything all at once.