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.
Automatically email W/O or P/S Invoice to customer when the transaction is posted
If an associate is set up up with a AR Account, when a Work order is posted, we would like the ability to automatically send a copy of the work order/part sale invoice to the email address on file
Can we have the ability/functionality to pull the "Reserve" parts for "Spords" within DealerMine? From Call Select Screen - Special Order Parts - I am requesting a new feature be added for "Reserve" parts in addition to "Back Counter"/"Front Counter"
Looking to have an option to make a "note" within the Sales Planner Communicator Chat. Similar to when a Phone Number is given and we are able to mark "Contact made" and then type a few notes. We have an alarming amount of Sales Planner Qlead repl...
The Corvette and EV Vehicles have different labour rates, than the regular GM vehicles. Rather than doing overrides on the accessories (some fit more than Corvette/EV, it would be nice to be able to set a labour rate specific to a vehicle. This ma...
Custom Accessories to show "see management for pricing" instead of a $ amount
Would like to add custom accessories, but it is alot to maintain. It's easier to add the custom accessory and just worry about adding the next year. Rather than mainting pricing on a bunch of custom accessories. It would be nice to have the option...
Quote template, that can be reused and updated as quotes are made for their Fleet Customers
We do a lot of Fleet and repeat Business. It would be great if we could create a couple Quote Templates, that are for our most common vehicle(s), with the accessories that are most comonly ordered. You could reuse this template and create a new Qu...
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