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.
In work orders make it so EV vehicles automatically pull in EV trans types
In 2024 GM, Hyundai and Kia required dealers to report repairs to EV vehicles on new EV accounts. Quorum set up the accounts and trans types but did not program the system so an EV on a w/o will automatically select the EV trans types. This allows...
I should be able to write a cheque to a one time payee and not have them be in the books forever. Why do we have to add someone in as an associate to cut a one time cheque? Possibly have a spot to click that says 'one time user'. This would quicke...
shut off the open ro prompt when exiting a held ro
there are to many employees that have access to the ros, They do not pay attention when exiting, and release into the service que, i have to onto the summary every 1/2 hour to see what was released, the drop down box on the ro window could/should ...
I would like to build a Fetch to pull all customers who have express consent turned on, and there appears to be no way to get this information. Can you please expose the express consent information and create a suggested query? Express Consent = Y...
When sending voice drops from a fetch, the recycle comments do not show the Fetch campaign name. It would be incredible if the recycle comments reflected the Fetch name rather (or in addition to) than the Voice Drop file name. This would help when...
In discussing finance vs lease, I sometimes finds customers saying "okay so on a lease I would owe $x after y months. What would I owe on a z month finance deal after y months?". Essentially, customers are trying to estimate what kind of trade val...
It would be helpful if we could change/move the tabs in a part sale. For example if we didn't want cost to show up on the screen we could move that tab over.
Our advisors are currently adding lines to their WO's to add details such as pickup/drop off requests, alternate contact details, etc. I am aware of the current notes options - Service Manager & I (Warranty Admin) use Internal Messaging, but t...
Apply Parts discount on a case over all Parts Sales Accounts.
For a case where the price is fixed on a Service Group and it includes (for example) Parts Sales and Oil Sales, when the Parts Adjustment is made to reduce the Sale, it only adjusts the Sale of Parts. Often the Oil Sale is much larger than the Par...
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