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PINNED Duplicate Associate popup warning
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.
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Loan to Value calculation in Autovance Desk using MSRP on new and CBB, KBB, and JD Power valuation data on pre-owned

Loan to Value (LTV) is an important calculation for Sales and Finance Managers to determine the maximum amount to finance on vehicle. Most lenders have a cap based on the MSRP of a new vehicle or the clean book value of a pre-owned vehicle shown a...
Mike Poelzer over 1 year ago in Autovance / Desk 0

Ability to Add Note to Custom Block Time

When users book an appointment, they sometimes use custom blocks to block off additional time. We would like the ability to add a note to a custom block so that others know why the time is blocked off.
Guest almost 3 years ago in DealerMine / Appointment Schedule 0

Add Days to Pay to Associate profile

It would be really nice to have XSellerator calculating the average days that a customer takes to pay. I’ve had this feature on past systems that I’ve used and it can be really useful for customer reviews/reporting. Whether it showed something und...
Guest almost 3 years ago in Quorum DMS / QuorumDMS Accounting 0

Need to post *Auto depts on Work Orders and Parts Sales to auto allocate expenses

We would like to see an enhancement whereby service and parts invoices can be posted to departments for *Auto distribution. Currently administrative expense can't be allocated directly from work orders or parts sales and therefore the accounting d...
Guest over 4 years ago in Quorum DMS / QuorumDMS Accounting 0

lost sale in service quotes

Would like a lost sales button in the service quote parts window where we can record a lost sale
Mathew Williams over 1 year ago in Quorum DMS / QuorumDMS Parts 0

Prevent work order from being posted if only a partial payment is collected (Force the requirement to enter all payments into the Multiple Payments window)

If only a portion of a customer pay amount on a work order has been posted it is possible to post the work order without completing any payment info on the remaining balance. The system does not warn that there is an outstanding balance and it wil...
David Lanting about 3 years ago in Quorum DMS / QuorumDMS Service 0

Pricing on parts kits does not update along with the price file

Pricing on parts kits does not update along with the price file. The system automatically assigns a "price used" based on current PC retail and this always stays as the selling price. I would suggest that all prices should update along with the pr...
David Lanting about 3 years ago in Quorum DMS / QuorumDMS Parts 0

Adjust the tab action in the Work Order Parts window

Currently in several screens when you use the tab button or shift+tab it doesn't work correctly. Your highlighted field jumps all around. This is especially annoying when adding parts to a work order. When you are on the retail price field and cli...
Taylor Dignan over 1 year ago in Quorum DMS / QuorumDMS Parts 0

Add Merge Field to Texting Templates

Please add merge field <<last service advisor>> to texting template (email likely makes sense too). This request stemmed from a CSI request. They want to be able to identify the service advisor on the RO that will have just closed, gen...
Guest about 3 years ago in DealerMine / Texting 1

Add Transportation Type as Field in Fetch

Please add Transportation Type as a field within Fetch in the following data sources: All CustomersCustomers on Call SelectAppt History
Guest over 1 year ago in DealerMine / Fetch 0