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PINNED Duplicate Associate popup warning
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.
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Quorum DMS

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Adding a 3rd customer to a Vehicle Sale

Would like the ability to add a third customer to a vehicle deal as a co-owner, and that third customer print on all of the paperwork
Jacqui Taylor almost 2 years ago in Quorum DMS / QuorumDMS Sales 0

Automatically email W/O or P/S Invoice to customer when the transaction is posted

If an associate is set up up with a AR Account, when a Work order is posted, we would like the ability to automatically send a copy of the work order/part sale invoice to the email address on file
Guest almost 5 years ago in Quorum DMS / Communicator / QuorumDMS Service 0

Supplier account # on Cheque Stub

It would be helpful to have the supplier account number print in the Comment field of the cheque stub.
Guest almost 2 years ago in Quorum DMS / QuorumDMS Accounting 2

Communicator Notes/Flags on QLeads

Looking to have an option to make a "note" within the Sales Planner Communicator Chat. Similar to when a Phone Number is given and we are able to mark "Contact made" and then type a few notes. We have an alarming amount of Sales Planner Qlead repl...
Guest almost 2 years ago in Quorum DMS / Communicator / Sales Planner 0

Change to Inventory Order Posting screen to flag when a duplicate invoice number from a previously posted Purchase Order/Journal Entry is input into the invoice number field

Would like a system notification to appear when a duplicate invoice number is entered in the posting window of the inventory order
Guest almost 2 years ago in Quorum DMS / QuorumDMS Parts 0

Would like to be able to add parts kits from another RT and use that RT's stock

In multi rooftop dealerships, when you add a part kit to a part sale or work order, the stock will always come from the location on the transaction. Would like the stock to bill out from the location set up on the parts kit. So for example, if 'PK...
David Stevens almost 2 years ago in Quorum DMS / QuorumDMS Parts 0

Enhanced Parts Pricing Review and Control on Work Orders

A request has been made asking for a streamlined method to indicate that part pricing has been checked on work orders (W/O). To address this, we propose implementing a flag on the Work Order Parts Sales screen that can be marked as "Reviewed," whi...
Shelly Galway-Lowe about 2 years ago in Quorum DMS / QuorumDMS Parts 0

Enhanced Tasking Data Import for Dealer Promotions

A request has been received to enable the import of tasking data into the Dealer Promotions area of the Quorum DMS. As an example, a dealer is seeking the capability to import recalls for Ford vehicles into Dealer Promotions, in order to create ta...
Craig Sallenbach about 2 years ago in Quorum DMS / QuorumDMS Service 0

Need to default trans types in Parts Sale according to customer profile.

Looking to have a sub type or customer type that will automatically default trans types on part sales much like when you set an associate to a wholesale customer it will apply wholesale trans types. Instead want to be able to set the associate pro...
Tim Hagerty about 3 years ago in Quorum DMS / QuorumDMS Parts 0

Add ability to modify the Supplier in the inventory order window at any point of the process

There was an enhancement implemented previously where once the supplier is on the inventory order and parts are added, the supplier cannot be changed. I would like the option to toggle this feature off. Because of this update I am no longer able t...
Guest about 2 years ago in Quorum DMS / QuorumDMS Parts 0 Planned