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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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Show ribbon when on Quorum DMS Home Screen

When on the quorum home screen (with no windows open) show the ribbon. It would be even better if you could personalise when and where the ribbon auto hides.
Ed Davies over 1 year ago in Quorum DMS 0

tech route sheet - ability to change technician sort order

We would like to be able to have a sort feature to be able to be sort technicians to our desire.
Chris Webb over 1 year ago in Quorum DMS / QuorumDMS Service 0

Prompt when selecting an open appointment slot in Appointment Calendar if there is another appointment window open

It is not unusual for an advisor to have multiple open windows in Xsellerator. If an advisor has an open appointment window in the background and tries to open a new appointment from the appointment calendar the system will change the time and dat...
David Lanting over 1 year ago in Quorum DMS / QuorumDMS Service 0

Prompt when clicking on an application if there is already an open window for that application

This would benefit all users in all areas of Xsellerator. For example, if I have a "vehicle" window open and I have a customer call to book an appointment, if I click on the new vehicle from within the appointment window it will take me to the veh...
David Lanting over 1 year ago in Quorum DMS / QuorumDMS Service 0

Ford "Buy on demand" class parts need to be indicated within XSellerator

Ford classifies certain parts as "buy on demand". These parts are not returnable after 90 days. Ford has a "BOD" flag on these parts within the OEM part file however there is nothing in the Part Profile screen or in any report in Quorum DMS that i...
David Lanting over 1 year ago in Quorum DMS / QuorumDMS Parts 0

Reconcilation ID numbers not printed when you choose the Print option.

When you print the details of a reconciliation the actual number is not printed on the report for future references.
Guest over 1 year ago in Quorum DMS / QuorumDMS Accounting 0

Email a customer invoice automatically once posted.

Want to know if there is a way the system can automatically send a customer an invoice copy(once posted) instead of having to go through Communicator or even saving as PDF and emailing.
Guest about 3 years ago in Quorum DMS / QuorumDMS Parts 0

Warning for selecting debit supplier in A/P Cash Transaction

We don't want to be able to tick a debit amount on our payables account in a Cash Transaction if it results in a net debit balance selected for payment, as it puts money into our bank account. This ends up creating extra work as it has to be rever...
Guest about 3 years ago in Quorum DMS / QuorumDMS Accounting 0

Enhancement Request: Notification for Service Advisors on Consumer's Declined Additional Service Requests in Power Lane Interactive Vehicle Condition Report

When the Power Lane Interactive Vehicle Condition Report response indicated a declined additional service request, it resulted in the expected outcome of the service quote being declined. However, the advisor was not notified upon opening the Repa...
Guest about 3 years ago in Quorum DMS / Power Lane / QuorumDMS Service 1

Purchase Order templates

We would like to have purchase order templates for quick access which will speed up our internal process for creating PO's for repetitive work order for PDI's etc.
Patti Callahan about 3 years ago in Quorum DMS / QuorumDMS Accounting 0 Will not implement