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.
As a BDC Manager, it is essential for us to have confidence in the accuracy and consistency of customer profile updates. If changes are being made in the DMS but are not reflected in DealerMine, we need to ensure the logs are updated to accurately...
To keep the client database clean and up to date it would be very helpful to be able to delete duplicates/customers with no data other than a name/etc. This can also free up space. This will also keep us in compliance with CASL.
Indicate When a Lease is Below Minimum Allowable Amount
Some OEMs do not allow lease financing for amounts below a certain value. Honda Example: If I add a trade and/or a downpayment that reduces the amount financed to below $1000, Autovance shows a $0 payment. I would like for a pop-up to indicate why...
Flag to omit printing A/R Statements with credit balance
When running AR Statements is there a way to not have accounts in Credit balances run with the batch? This will save time from having to go into each Associate and turn off the function to print or email the statement.
It would be great if OLS would help customers be able to rebook their appointment. If a customer has an appointment for Oct 21st and then go back into OLS and book an appointment for Oct 15 we would like it to say something along the lines of... T...
Ability to Change Sort Order of Cases on Appointments
It would be amazing if we had the ability to change the sort order of cases on an appointment. Today, in order to accomplish this we need to delete and re-enter cases in order for them to maintain a specific order.
ACA - Autovance Integration - Accessory Part Number entry
The ability to type in the ACA Quote number into Autovance to automatically pull over the selected accessories into Autovance, and add them to a deal in Desk. This will allow for a single entry to pull over multiple accessories without having to m...
Currently, if an appt exists on a day that is full, if you try and update it you can update an opcode successfully, but if you try and change the transportation type, or anything else on the right side of the book appt window, it does not allow th...
My deals don't always complete in the same program period they started in. If I open a deal from last month, Autovance automatically updates the program period when the deal gets saved. Some deals will have program protection in place, and I want ...
Colten Lumley
almost 2 years ago
in Autovance / Desk
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