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.
Two fields that are not available in texting that would be very useful are Transportation Code and Serial Number. Transportation code is very important for appointment confirmations, particularly with strict Waiting or Shuttle schedules. The Seria...
Add option in Associate info page for Alternate or Other Name.
Many times customers calling in for an appointment don't know what name was used the last time. I know that sounds ridiculous, but you would just have to be here to believe it. Most commonly it's a spouse name that is different, but same vehicle, ...
We are looking for a way to either lock the associate notes that are entered into the associates profile or having a way to retrieve these deleted notes. This is the location where all sales staff store notes in regards to their customers. It can ...
When clicking on a vin, can the Toyota vin decode only download the service history to select users so staff that don't need it, do not have to wait for the download to finish. Can the Integration be per User instead of all users
The down payment slider in MyDeal maxes out at $10,000. I would like to see this maximum down payment be increased as it is not unusual for us to have customers that would want to put more than $10,000 down.
Quorum Integration: Send Contact and Message Preferance When Creating Customer in DealerMine
When I create a customer in DealerMine, it defaults the contact preference to nothing when it can be set to: Cell Phone = “C”Email = “E”Fax = “F”Home Phone = “H”Letter = “L”Work Phone = “W” There is also a message preference that is always being s...
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