I would like the ability to do a mass delete of fetch Campaigns instead of deleting them one by one. Have a check box to select more then one at a time and if a Fetch is used by Batch, there should be a warning of some kind
I would like the ability to do a mass delete of email and text templates instead of deleting them one by one. Have a check box to select more then one template at a time If an email or text template is used by Batch and would like it removed maybe...
To ensure accuracy of appts being booked via OLS, it would be great if there was an option to "type my request" where the customer could begin typing what they are looking for, assuming what they are being presented with isn't what they want, and ...
Feature Request - Customer profile- Default to Traffic Log
We would like to be able to default the tab the user lands on when going into a customer profile. Service staff would like to land on a different tab than sales staff. For example, service would like to land on the service history tab and sales pe...
Quorum DMS Integration: Push and Pull Contact History
What is the change? They requested to have all forms of contact (email, letter, call, text, voice drop etc) push and pull between Quorum DMS and DM so anyone using either system can see who contacted the customer, the date of contact, and what was...
Appt Prep: Edit Categories Should be Based on User Access
As soon as you give a user access to Appt Prep, they automatically get access to edit categories: This should not be given to users by default, and should be part of User Access for Manager level
I am requesting this information as I need to update GM Canada with the current customer information. It is their policy when dealers make changes to a customer's profile, the dealership also updates GM Canada with changes made within the DMS. Cou...
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