Quorum Integration (Customer Data Pull - BirthDate)
To allow us to fetch and communicate with customers on their birthday, I am requesting that Birth Date be added to the customer data pull from Quorum DMS
For QuorumDMS customers, we would like to update the integration so we can pull in RO's that have status = Appointment. This will ensure the schedule is more accurate as it will reflect RO's that have been carried over to another day. Where Work O...
Quorum Integration: Send Contact and Message Preferance When Creating Customer in DealerMine
When I create a customer in DealerMine, it defaults the contact preference to nothing when it can be set to: Cell Phone = “C”Email = “E”Fax = “F”Home Phone = “H”Letter = “L”Work Phone = “W” There is also a message preference that is always being s...
Quorum - Display Error Message When Unable to Delete Appointment with Parts Attached
In Quorum DMS, it is not possible to delete appts with parts attached, this has to be done in the DMS. However, in DealerMine, there is nothing that displays to advise of this, so the user thinks it just isn't working. An appropriate error message...
When a vehicle is marked inactive in the DMS, DealerMine is not doing anything with that information and still displays the vehicle on the customer profile. Please filter out inactive vehicles so they do not show on the customer profile
Quorum DMS Integration: Push and Pull Contact History
What is the change? They requested to have all forms of contact (email, letter, call, text, voice drop etc) push and pull between Quorum DMS and DM so anyone using either system can see who contacted the customer, the date of contact, and what was...
I am requesting to be able to complete CSI daily as RO's close using Voice Drops and batch emails. Currently, you are only able to pull the closed RO data on a nightly download. It is not available during the daily. Can you please work with Quorom...
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