IDEAS


  • 4

    Security and multiple Contact Canvas Administrators

    Suggested by Grant Smith Completed  0 Comments

    It would be nice if we could have multiple Admin Users.  Also it would be nice if we could have Super Admins where they would have the ability to see all CRM Profiles and assign other admins to specific CRM Profiles.


  • 4

    Role based Accounts for Admin Portal

    Suggested by Ron Campbell Completed  0 Comments

    The Admin Portal is a very nice tool to use but we would like to suggest some enhancements.

     

    Role based Accounts – this tool has created a need for an admin role on each server, but to properly delegate responsibility for a task like this there should be a role that would only have access to the Agents tab.

     

    • Admin Role – Agents Tab only
    • 1st Level Support – Read only Agents Tab to confirm correct details
    • Developer Roles – All tabs, Multiple named accounts
    • Some sort of admin screen for these
    • Some Audit logs for changes made to the portal config

     

     

    Also, see your current Password change display, I assumed and I was right that the text boxes were current password, new password, confirm new password, but some labeling would eliminate any confusion.


  • 3

    Provide Documentation on expected behavior of application

    Suggested by Ron Campbell Completed  2 Comments

    Throughout UAT we have been confronted by the users asking what exactly is the expected behavior of the adapter.

    There is no documentation on what should be expected when a user receives a call, transfers a call, holds a call, how calls relate.

     

    Can AMC provide a document for users to guide them in what to expect?


  • 2

    Provide ability to limit Search functionality for record pop

    Suggested by Ron Campbell Completed  1 Comments

    When popping a record in the Adapter, the current search functionality search all sfdc records for any matches, causing mismatches, especially with internal calls which can match other types of record names

    We would like to be able to limit this search to specific fields in specific objects, such as Prospects, Leads, Account

     


  • 2

    Hide the MyCallsToday button

    Suggested by Ian McLean Completed  0 Comments

    When you are not using the "activities" feature the My Calls Today button still appears. This is confusing to users as the report ends up being blank.  Please add the ability to hide this button.


  • 1

    Enable Click to Dial feature on transfers

    Suggested by Sebastian Alvarez Completed  0 Comments

    In Salesforce integration when an agent needs to transfer a call he needs to manually type in the phone where he wants to transfer the call , would be useful if the agents could use the click to dial feature to start a transfer an not just to initiate a completely new call.

  • 1

    Enable SSO with Windows AD or a Cloud based solution

    Suggested by Sebastian Alvarez Completed  1 Comments

    I know there is a option for SSO by passing credentials from the web browser, but this works mostly with IE only and IE is not compatible with salesforce lightning. Would be good to have the option to link the AMC users to a AD so they can use SSO features to log in instead of entering their AMC pw every time they log in.
     

  • 1

    Track time between when a call is presented and answered

    Suggested by Ron Campbell Completed  1 Comments

    • We would like to be able to track the time between when a call is presented to an advisor and when the call is accepted.

  • 1

    Please Provide Unit Testing for Hot fixes

    Suggested by Ron Campbell Completed  1 Comments

    Given the depth needed for regression testing in dev environments for hotfixes, I feel there is a need to begin supplying unit test for hotfixes that test previous functionality after installation of a hotfix.

     

    Hope this is something that AMC would consider.