Submit Your Ideas to Help Us Improve Your Experience
Welcome to our feedback page. If you have an idea you think can improve your overall Genie experience or benefit others, we want to know about it. Our product team regularly reviews submitted ideas. Please provide specific details about your idea.
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Dynamic Search
I would like to be able to perform a dynamic search (e.g., google search) within a list. For example, when I open a list, I would have the ability to type a name, or number, and jump directly to the record.
1 vote -
Print Leads
Why can't we as Aflac DSC's print directly from your site. Am I missing something? It is extremely frustrating to operate your website and simply print a list!
1 vote -
Add "TimeZones" to sort by
Cold calling across the country, it would be nice if we could sort the leads by the timezone in order to extend the day as much as possible
2 votes -
Add ability to save as a secondary user
Add ability for secondary users to save their searches
3 votes -
quick filter the lists
be able to update the filters by right clicking on a specific filterable item for the whole list. For example, if I determine a specific SIC Code isn't right for my list, then I'd like to R-click exclude it from the list all together.
1 vote -
Export Group By Data into Excel
Export the data in Group By into an excel spreadsheet; currently manually entering it.
3 votes -
Dark Mode
DARK MODE PLEASE.. when managing List's <3
6 votes -
Prospecting follow Up
It would be ideal to have a auto generated follow up for businesses we touch that are interested but don’t agree to do an enrollment that day. If there was a way to mark a business “hot” “warm” “cold” and have actions plans associated with each signification I truly believe we would be able to work a territory much tighter and have less missed opportunities. It’s very difficult when you touch 100 roof tops a week to remember each and every scenario from each contact.
1 vote -
Real time ROP
It would be great when looking up clients to be able to see real time how much money they have paid into their policies minus claims for a real time ROP.
1 vote -
UPDATE CLOSED & NEW LOCATIONS
So many locations are closed (some markets over 50%!), and it seems like the new locations have not been added yet.
16 votes -
exporting all email addresses at once
should be able to export multiple email addresses from one business all at once, and not have to go back time and time again to do it over and over again
1 vote -
Removing Duplicate Phone Numbers / Prevent Calling Multiple Times
Is there a way you can removed businesses with the same phone numbers? I have accidentally called on multiple businesses with the same phone number.
Or add a filter to remove duplicate phone numbers?
Or if there's a way you can force the system to not allow a called number that's been called again or notify you that's it's been called or something?
6 votes -
Cross-Reference Contacts Tool
For added insight, create a cross-reference tool that enables a search feature which outputs a list of potential matches between "U.S. Business" contacts and the "U.S. Consumers" database within a predefined radius of the business location and vice versa.
1 vote -
New Setting to Disable Text Box Animations
I suggest a new setting to optionally disable text box notifications (follow-ups, contacts and notes) would be very helpful.
On multiple occasions I have clicked to add a new note, then I start typing before the animation of the text box ends, so the first couple characters are frequently not shown and I need to correct it. I can easily waste up to 10 minutes of my whole day doing this since I use Data Axle all the time. This would allow me to work faster, as well as the internet browser.
1 vote -
Pulls consumers emails when you export a list. So it's all there without having to click individually on everyone to get it.
Pull consumers emails when you export a list. So it's all there without having to click individually on everyone to get it.
1 vote -
CALL METRICS
Include a module that tracks call metrics (e.g., contact ratio, client conversion ratio, calls dialed). At a minimum, it would be helpful to have a button that can be marked when call is answered by desired contact.
1 vote -
export team reports without doing it one at a time!
Add ability for admins to be able to export their whole teams progress reports without doing it one at a time. This would save a lot of time. Also, the ability to see charts on usage for entire team versus one at a time
1 vote -
Web address link
add a web address link to the search results column heading
1 vote -
8-Digit SIC Filtering
8-Digit SIC Code Search Options; I cannot filter the data as much as I would like so I must spend extra $$ on exporting; would be very helpful if it was fixed.
1 vote -
Add LinkedIn company page
Many companies have a LinkedIn page. Please consider adding a direct link to the LinkedIn page so it is easier to research additional employees who may not be in your database.
23 votes
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