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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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Would like the Appt ID to Populate on Inventory Order when parts are ordered through a appointment. Currently, the WO ID will populate instead

Client is looking to utilize the appt date column in the special orders window, but this column only populates if the ref type of 'appt id' and the appt ID is used, which is not auto populating as if you were to order parts through the appointment...
Guest almost 3 years ago in Quorum DMS / QuorumDMS Service 0

Print "Associate ID Number" on Customer Work Orders and Parts Sale Invoices

Print "Associate ID Number" on Customer Work Orders and Parts Sales (like they do on A/R Statements). In order for Banking Institutions to accept online bill payments on our behalf, they require that our Customers have a unique Customer ID or Acco...
Guest over 5 years ago in Quorum DMS / QuorumDMS Service 0

WORK ORDER INTERNAL PART PRICING

WORK ORDER INTERNAL PART PRICING - Pricing codes or levels - Project to allow the ability of multiple Price codes for internal.
Guest over 5 years ago in Quorum DMS / QuorumDMS Parts 0

Streamlining Information Retrieval and Enhancing Prospecting Efficiency in Sales Planner

A more efficient way to gather the necessary information in Sales Planner is by including contact details (phone numbers and email) and the specific vehicle of interest under the names of prospects listed on the left side of the page. This approac...
Elisa Benzer almost 3 years ago in Quorum DMS / Sales Planner 1

Enhancement Request: Email Address Search Functionality for Associates in Sales Planner Application

In the Sales Planner application, which salespeople use for their daily planning, there is a simple request to add the ability to search for associates by email address. Currently, on other lead generating platforms, only the customer's email is p...
Elisa Benzer almost 3 years ago in Quorum DMS / Sales Planner 1

The ability to have more than one Parts Request Printer

The ability to have more than one Parts Request Printer
Guest almost 3 years ago in Quorum DMS / QuorumDMS Service 0

Would like the 'Price Used' on parts kits to apply to Internal Cases

Would like the ability to have internal parts kits also abide by the 'price used' within the parts kit itself rather than rely on the Work Order part price differential. An option somewhere to omit the parts kit from internal matrix pricing would ...
Guest almost 3 years ago in Quorum DMS / QuorumDMS Service 0

Would like the Dealer Logo to print on the Vehicle Showroom report

we would like our logo on top of the S/Room sheet found under the vehicle sectio
Sylvie Belanger almost 3 years ago in Quorum DMS / QuorumDMS Service 0

Would like 'Log out reasons' added to the Employee Time Clock

Employee Clock In/Out feature. Is it possible to create a drop down menu for employees to chose a reason when punching in and out. For example Lunch , appointment or sick left early ect. It would be beneficial for the administrator in the dealersh...
Guest almost 3 years ago in Quorum DMS / QuorumDMS Service 0

Would like to be able to order parts directly from a PS or WO/PS instead of clicking the Order Button from either of these windows

Here is an example; Transmission Job with an engine job. We have to order 10 different parts between both jobs. The parts would be nuts, bolts, gaskets between the 2 different jobs. Now if we ordered the parts on the case and received and it put i...
Guest almost 3 years ago in Quorum DMS / QuorumDMS Service 0