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.
Currently when editing an appt, you have 2 radio buttons you can choose, stay on customer and send notification. I would like an additional button added that says “send updated appt information” and when you click this button it would then open a ...
SCM Setting to allow Tech Booked Hrs w/ Rates report to reduce tech $
Having an scm setting that will enable the tech booked hrs w/rates report to reduce tech $ will keep it more in line with the total values on the bottom when work orders are having tech time deleted or work orders deleted. Refer to ticket# 363576 ...
Import/Export drivers license and birthdate to/from PBS
I use PBS integration to have my DMS customers pull into Autovance. I'd like for the driver's license number, expiration, and birthdate fields to pull in from PBS. As well, if these fields are blank in AV, if we fill them in, it would be great if ...
Having the ability to turn off same day bookings on the Appointment Schedule would assist some Service Managers. You can always mark a day as full, but if they want it to be a consistent limitation, a setting would be more appropriate.
When selecting rebates they are available to every lender. They are not tied to the lender that you currently selected. There are some rebates that are lender specific. It would be nice if rebates are only available for the relevant lender.
When building a Fetch within Datasource: Customer Vehicles there is an Open Appt Count (0)., but can a "Open WIP" function be added to ensure end-users do not market towards those customers in for service (WIP) E.g. "Email" LIKE @ and "Last RO Dat...
Would like to carry the RO# down to all lines it pertains to Would like the Lab Sales and Labour Gross to total for each RO As it stands now it makes it difficult when exporting the data to create monthly reports
Our Chrysler stores are working on using a program by Mopar with tablets to help with walk abounds and MPI’s. Unfortunately, this system will not allow appointments to push over from the DMS (Dealerbuilt) when there are special characters in the a...
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