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.
I would like to be able to present the worksheet to my customer that shows a comparison of payments with and without protection items. Currently, I can only show one or the other.
We use Autovance MyDeal to generate a number of different lead types: MyDeal, Trade Appraisals, Book a Test Drive. Today, when looking at the Deal List we see all of the leads come in with no distinction between them. Further to this, we don't get...
I would like to customize the message that displays when a payment is not generated in MyDeal. See image attached - the message of “sorry!” isn’t what we want to leave with our customers.
For QuorumDMS customers, we would like to update the integration so we can pull in RO's that have status = Appointment. This will ensure the schedule is more accurate as it will reflect RO's that have been carried over to another day. Where Work O...
The co-buyer is not always at the same address as the primary buyer. The Full Disclosure displays both names, but it only displays the address of the primary buyer. I would like to see the address for the co-buyer as well.
Honda: Cap Trade-In on a Lease at 30% of the Lease Cap Cost
Honda allows a trade-in value of up to 30% of the lease cap cost. Currently, Desk does not acknowledge this limit and allows us to put in trades worth more than what Honda will allow. For example, on a deal with a lease cap cost of $67,597.40, Hon...
For Ford electric vehicles that have the same model code as the corresponding ICE vehicle, need a way to differentiate the account mapping.
What is needed is a new 'EV' column in the Vehicle Sale Account Maintenance for Group - Vehicle Sales - New window linked to the EV/Green flag in the VID, allowing the user to map the same model code to 2 different accounts, depending whether the ...
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