I would like to submit a feature request for texting reports. I want a report that includes how many texts went out, How many appointments were booked, ROI, What texting number the text went to, How many were viewed and such.
For surveys, I would like to be able to send all completed surveys to certain people, not just ones that fail. I tried to set up the survey notifications to send at 100% but it would not work, I can set it at 98%. Eg. For every survey that is comp...
CDK Integration: Add Contact History Entry When Appt Updated in DMS
When an existing appt is changed in CDK, we do not see that change in the contact history in DealerMine. We can see this with Reynolds stores but not CDK stores. I would like DealerMine to write a statement in the contact history that the appt was...
When you create a team and assign an advisor, the team still shows available hours and appts even though the advisor assigned to that team is off that day. Please see the attached screenshot. Dwane is not in yet his team shows available appts and ...
Are you able to pull the field cust type from DBT into DealerMine and make it available for fetch? There are many fetches that require customers based off Employee flag in customer type.
Is it possible to have a way to denote who, if anyone, is already working on an OLS appt in the eService tab? This would be helpful so if one person is working on it, someone else doesn't try and grab it as well
On the Traffic log, in the Status column under the followup box please show the next Delivery Date/Time and the delivery icon. Also put a hover over saying "Delivery Date". Only show this if they have the delivery product and the login user have a...
Is there a way that a customers E-Service/OLS history could show? With a tab to show what happened through the process. Just like Web Leads are there? I am asking for a historical reference tab that contains filters and a calendar option. it could...
I Need to be able to fetch using Data Source Contact History -pulling customers that were contacted with a Batch Email and after the batch was sent, the customer called back in.
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