Leads and Web Chat Card Removal in Multi-Location Report and Single Location Executive Report
in progress
E
Erica Byrum
Currently, there is no option to remove the 'Leads' and 'Web Chat Performance' cards from both the Multi-Location and Single-Location Executive Reports. Additionally, there is no way to hide the corresponding tab in the left-hand navigation.
Since we do not utilize these products, seeing zeros and empty data points—especially at the top of the report—creates unnecessary friction for our clients and detracts from the overall reporting experience.
We recommend adding the ability to remove or hide these sections, similar to the existing functionality for 'Websites', 'Advertising', and other modules. This would allow us to better tailor the report to each client’s active products and improve overall usability.
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Vendasta Team
in progress
We're now adding better configuration options for showing or hiding Exec Report leads section.
Vendasta Team
Thanks Erica Byrum - we're working on giving you this configuration option right away, should be available in a few weeks. As a side point, we'd love for you to consider offering lead capture solutions to your clients, we're seeing really impressive customer retention numbers across all our partners that offer AI receptionist, web chat, Inbox solutions!