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.
Add global discount to each line on the detail view of the Work order Sales report.
Request is to modify the 'SA Total 2' Report, which is just a saved copy of the work order sales report. The modification is to have the global discount on the work orders in the detail view to display on each line of the work order so that they k...
SCM Setting to allow Tech Booked Hrs w/ Rates report to reduce tech $
Having an scm setting that will enable the tech booked hrs w/rates report to reduce tech $ will keep it more in line with the total values on the bottom when work orders are having tech time deleted or work orders deleted. Refer to ticket# 363576 ...
Add option in Associate info page for Alternate or Other Name.
Many times customers calling in for an appointment don't know what name was used the last time. I know that sounds ridiculous, but you would just have to be here to believe it. Most commonly it's a spouse name that is different, but same vehicle, ...
When clicking on a vin, can the Toyota vin decode only download the service history to select users so staff that don't need it, do not have to wait for the download to finish. Can the Integration be per User instead of all users
We are looking for a way to either lock the associate notes that are entered into the associates profile or having a way to retrieve these deleted notes. This is the location where all sales staff store notes in regards to their customers. It can ...
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