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.
It would be nice if we could hide the interest rate in MyDeal (in the payment preview or in the MyDeal quote). We don't want to always show this to our customers.
Toyota has mandated that Freight & PDI be labeled as "Delivery and Destination Charge". I have updated this on the worksheet, but I would also like it updated in the Deal View - see screenshot.
It would be nice to be able to include more details about trade-ins in the deal, and also have that additional info be shown on the worksheet. It would be great if we could add in whether or not the vehicle includes such items as Transferable Exte...
Engage AI Batch Texting: Add Additional Contact Types
It is a great tool, especially with its current focus on maintenance. However, I believe it is missing a valuable opportunity to improve customer experience. With Batch Texting feature allowing messages for Confirms, No-shows, and Maintenance, I p...
I would like to have quicker updates sent to Activix - currently it can take up to 15 minutes for updates made in Autovance to be reflected in Activix. It would be great if there was a route where we could find a single deal, using the deal id, in...
If someone pays cash and visa for an item. It should show that they paid by cash and visa on the invoice. Currently it only shows whatever you selected on the main body of the part sale.
For parts ordered through a service quote, send communicator notification to the order employee when parts have arrived
There is new functionality that Service Advisors can now order parts from the Service Quote parts window. When those parts arrive, would like a notification sent to the Ordering employee
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