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DealerMine

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OpCode Search - Maintenance Group Filter

Please add an additional search filter on the OpCode Search of the appt booking screen, labelled "Maintenance Group". When selected, a user would type a word or more from the name of any maintenance group, and the results that should populate in t...
Patrick Manning almost 6 years ago in DealerMine / Appointment Schedule 0

Appt Sched Notes Sorted By Date Newest To Oldest

Please make it so that the notes on the appt schedule are sorted by date (newest notes on top) as currently it's quite random and when lots of notes are being used it's very hard to keep track of what's important or the newest info at a glance
Patrick Manning almost 6 years ago in DealerMine / Appointment Schedule 0

PBS Menu Packages

PBS allows the creation of menu packages. This ends up being an Opcode for the package itself, plus sub-opcodes for the individual items that make up the package. This is now available via integration from Partner Hub. Can DealerMine pull these in...
Patrick Manning almost 6 years ago in DealerMine / DMS Integration / Maintenance Schedules 0

Exclude Contact Types from Call Select

Would be a great option to have the ability to exclude various call types from call select in Store Specifications, rather than only being able to deal with it at a user level. For example, our reps work multiple stores, but as a BDC, we only do S...
Patrick Manning about 6 years ago in DealerMine / Call Select 0

New OLS Report

I would like a new OLS report that captures the number of OLS appts booked by store/branch but also what services were selected by the customer online, as in, a count/sum split by maintenance group. This should account only for what the customer s...
Patrick Manning over 5 years ago in DealerMine / Online Scheduling / Reporting 0

Fetch DMS Turnoffs

Would really like to be able to run a fetch to find out any customer's who are turned off in the DMS. We have the info available so being able to filter by that in fetch would be great. The ultimate goal would be to run a fetch where we could grab...
Patrick Manning about 6 years ago in DealerMine / Fetch 0

Green Appt Progress Bars

I have 2 suggestions that would make a big difference to how we control booking. 1. Allow a setting for EACH store, to select whether you want to see the green bar for Appts, Hours or Both, rather than always showing both. It can be confusing, and...
Patrick Manning about 6 years ago in DealerMine / Appointment Schedule 0

New User Setup - Custom User Role

When you create a role in role setup, you can already duplicate to additional stores, but if you edit that role afterwards, you have no way if duplicating the changes across the same role with the other stores. I just had to go through all 14 stor...
Patrick Manning about 6 years ago in DealerMine / User Setup 0

Allow Partial VIN Copy

It would be nice if it was possible to select and copy specific characters on the VIN on a customers profile. DealerMine only allows you to click the VIN in which it selects it all. Sometimes it will allow you to select SOME characters, but only i...
Patrick Manning over 6 years ago in DealerMine / Customer Profile 0

OpCodeGroupCount in Appt History Source

I am trying to run a fetch for next weeks appointments that contain recalls. I need all recalls booked from Monday March 25 to March 31st. I could write it like this, but it's tedious: "ApptDate" >= 03/25/2019 and "ApptDate" <= 03/31/2019 an...
Patrick Manning about 6 years ago in DealerMine / Fetch 0