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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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Auto Apply Basic Fleet Rates when selecting Basic Fleet Rebate (GM)

The Basic Fleet Rebate is not compatible with subvented rates. If you apply this rebate to a deal, Desk does not give any indication of the incompatibility and only applies it to the Cash scenario. There is a risk of creating a misquote. I would l...
Erin McGlenn almost 2 years ago in Autovance / Desk 0 Planned

Traffic Log Collapse Grouping by Default

When using the Grouping dropdown in the traffic log, we would like the groups to be collapsed by default. Currently they are expanded. When looking at the Work Plan > Follow Ups, when the grouping is turned on, it is collapsed by default. We wo...
Mark Macdonald almost 2 years ago in DealerMine / Traffic Log 0

Enhanced Message Tracking for Dealership Users in the Communicator Application

Dealership users have requested a feature in the Communicator application that would show if a message was sent to a different email address or SMS number than what is registered in the customer's profile within the Quorum DMS. This addition would...
Shannon Maloley over 3 years ago in Quorum DMS / Communicator 1

Adding accounts to cheque stub

We would like the account numbers to show up on the cheque stub for our records. It makes it easier to verify for the signatory.
Guest almost 2 years ago in Quorum DMS / QuorumDMS Accounting 0

Vehicle Sale Gross Profit Button for SS Posting Summary

Currently in the VS Gross Profit button it looks only at the Journal detail to pull in the gross profit numbers. This causes issues when there are inserted lines in the SubSystem Posting Summary to make adjustments to the deal. We need to change i...
Sharon Daley over 3 years ago in Quorum DMS / QuorumDMS Accounting 0

Feature Request - Filters On traffic Stats

We would like the same filters that are available on the traffic log to be available on the traffic stats page. For some reason you only have 2 options to filter on the traffic stats page. Desk Log Traffic Stats
Guest over 3 years ago in DealerMine / Traffic Log 0

Worksheets Filter in Traffic Log

We would like to have a filter in the Traffic log for Worksheet with the optiuons of Yes, No and Both. This would be used to filter the traffic log to be able to see only traffic with a worksheet created, without a worksheet create or both. The de...
Guest over 3 years ago in DealerMine / Traffic Log 0

Change Request: Improving Text Message Syntax and Personalization for Service Appointment Confirmations

I would like to address a redundancy issue in the outgoing text message syntax used for service appointment confirmations. Currently, the initial message includes the line "Message From %this dealer%," followed by "See link for appointment confirm...
Shannon Maloley over 3 years ago in Quorum DMS / Communicator / QuorumDMS Service 1

Change Request: Streamlining Digital Check-In Signatures to Enhance Efficiency and Eliminate Redundancy in Power Lane Workflow

I would like to propose an improvement regarding the digital check-in process for customers scheduling service appointments online. Currently, upon check-in, customers are required to provide an electronic signature to finalize the process. Howeve...
Guest over 3 years ago in Quorum DMS / Power Lane / QuorumDMS Service 1

Require option to lock in Vehicle Sale parameters when changing a vehicle

When changing the Vehicle in a Vehicle Sale in Quorum DMS, need to give the user the option as to whether they want the MSRP, MSRP Type, APR, Residual, etc to remain unchanged or to change along with the vehicle.
Guest almost 2 years ago in Quorum DMS 0