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Setup & Configuration

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Auto Add OpCodes: Adjust the Order Displaying

I would like to put a feature request in for Auto Add Opcodes. I would like to be able to control the order in which the opcodes are added, not just the position. You can control if the Auto Add lines are at the bottom or the top of the other line...
Rachael Thibodeau over 4 years ago in DealerMine / Appointment Schedule / Setup & Configuration 0

Telephony Recordings - Access Request

The Ability to view listen to call recordings should be based on user access. Currently, anyone with access to a customer profile can listen to calls. From a confidentiality and privacy perspective, this needs to be tightened up as only select peo...
Guest almost 5 years ago in DealerMine / Telephony / User Setup 0

Show HEX Colours in Transportation Configuration

When creating transportation codes we were trying to match the colours from store to store which is a near impossible task without spending a lot of time trying to figure them out. When you select a colour, can you not show a HEX colour code so th...
Tim Twells over 5 years ago in DealerMine / Transportation Config 0

Shop Hours Should Not Change Historically

When changing Shop Hours, I would like to see this NOT change them in the past, so we can go back in time and see how many appts the shop was asking for at any given time, since there is currently no reporting and method to do this
Patrick Manning almost 6 years ago in DealerMine / Appointment Schedule / Setup & Configuration 0

Early Closure Christmas & NYE

I would ike a way to block off half a day when we are closing at 2pm on Christmas eve and New Year's eve. I realize I could use Exceptions/Vacations and then copy the rule to all other Advisors, but this is tedious. It would be a good idea to be a...
Tom Wilkie over 5 years ago in DealerMine / Appointment Schedule / Setup & Configuration 0

User Access Removal Should Also Remove Email Access

When we are removing a user from the store access under user setup can we please have it so that the email Inbox that is linked to them for that store is removed as well? Users can still see the email account once access has been removed unless yo...
Guest over 6 years ago in DealerMine / User Setup 0

User Access: Notes on Appt Schedule

Can the ability to add notes to each day on the appt schedule be a setting is user setup so that access to write notes can be removed if necessary?
Guest almost 3 years ago in DealerMine / Appointment Schedule / User Setup 0

New User Setup - Custom User Role

When you create a role in role setup, you can already duplicate to additional stores, but if you edit that role afterwards, you have no way if duplicating the changes across the same role with the other stores. I just had to go through all 14 stor...
Patrick Manning about 6 years ago in DealerMine / User Setup 0

Remove MPI Data

Can we please add the ability to "delete" MPI's through the GUI (e.g. Followup (Refusals)) by (1) manual selection (2) based upon the Filters: Reason, Service, Origin, Type and a specified date range?
Guest over 6 years ago in DealerMine / 3rd Party Integration / Customer Profile / Setup & Configuration 0

OpCode Control Email Notification

I would like the ability to email the BDC Managers and other specific users when the shop is overbooked. It would be great if we had the ability to manually type in the email addresses. At the moment, we only have the option of selecting the users...
Katie Stackhouse over 6 years ago in DealerMine / Setup & Configuration 0