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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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Identify exactly where an invalid transaction type is located

When getting an 'invalid transaction type' error, would like some way to identify exactly where the problem lies without having to search every window to find the invalid transaction type. If the pop up for this error were to define where the e...
Matthew Hobbs 11 months ago in Quorum DMS / QuorumDMS Service 0

Tracking of sell/remove from PS and RO

There is no way to tell when something has been sold to a job and then removed when doing an investigation into a missing part. If someone puts the part on a work order or parts sale, there is no way to know it was there in the history if it got d...
Russell Moynham over 1 year ago in Quorum DMS / QuorumDMS Parts 0

Change how QTemplates are delivered via Text

When sending QTemplates to a customer via text message, the user receives a message that contains only a link. The user must click the link to view the message. For some time now everyone has been conditioned to not click on links from strange num...
Allan Attwell over 1 year ago in Quorum DMS / QTemplates 0

Chrysler Warranty; Would like Transportation claims to group under 1 Claim number instead of individual claims

Would it be possible to have the system NOT split Transportation claims? Unlike when, for example, there are multiple Recalls on a work order, the system assigns the same claim number to ALL the recalls (ie. A12345) but for some reason when there ...
Shannon Marren almost 2 years ago in Quorum DMS / QuorumDMS Service 0 Planned

Need to be able to select a batch of invoices to email to the customer.

In the accounting office, we are often asked by customers to provide multiple invoices for a certain month. We do not see where we can easily send multiples without printing each one to a pdf and saving to a location and then sending an email with...
Paul Callegari over 5 years ago in Quorum DMS / QuorumDMS Accounting 0

Packages - I would like them to show the original price, and the price that I am selling it for

It would be great if when adding a package to a Quote, that the customer could see the original price (if the accessories were purchased individually), and what they are selling it for. Customer could see at a glance how much they are saving.
Guest almost 2 years ago in Accessible Accessories / Quotes 0

Restrict Salespeople from Quoting Cash Deals

Remove the ability for salespeople to be able to quote cash deals. The reality is that most of these customers are getting financing elsewhere. I would like to be able to pursue these financing options in lieu of the cash option.
Guest about 1 year ago in Autovance / Desk 0

Create a quote for a vehicle using a VIN Search

Sometimes there are multiple vehicles to choose from when you select a model. It would be beneficial to add in a VIN search so the customer selects the correct vehicle when making a quote.
Candace MacLeod about 1 year ago in Accessible Accessories / Quotes 0

When Trading in an Off-Lease Vehicle: Rollback the Due Upon Signing to "First Payment + PPSA"

When I have a customer leasing a new vehicle and their trade-in is coming off a lease, the taxes owed on the off-lease trade are put in the Due Upon Signing. I would like the Due Upon Signing to ONLY be the first payment and the PPSA. I do not wan...
Guest about 1 year ago in Autovance / Desk 0

Deal Reporting

It would be great to be able to gather statistics on my deals in Autovance - quotes in a given month, sold deals in a given month, etc.
Guest about 1 year ago in Autovance / Desk 0