Requesting that a popup appears during creation of a new associate. If it is possibly a duplicate associate, prompt the user to confirm and select the correct associate from a list of candidates, or to continue to create a new associate.
We need to be able to set account 331 We Owe as the default account in PO's. I am told 80% of dealers use We Owe most of the time in PO's, so why not set it as the default?
Option to post trade appraisal adjustment to sale account
Vehicle Sale Account Maintenance for Group - Trade In regarding the V/S flag: Client wants to be able to post the offset for the trade-in appraisal adjustment to the vehicle sale account rather than the vehicle cost of sale (COS) account. Currentl...
New Customer Notes field on the Associate Profile for Accounts Receivable tracking
Customer Notes on the Associate Profile for A/R tracking: Need to use Tasking and Templates within the DMS to create recurring steps, which would mean expansion of the Dealer Promotions area.
Work Order Sales Report - separate info for customer accounts (460A,460B,460C)
Currently the report shows wo's, cases, ELR, etc., for customer work orders, internal work orders and warranty work orders. It would be beneficial to have a break down of the customer work orders by account 460A, 460B, 460C, and 464
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