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.
PBS Integration: Ability to Pull OpCode Flat Hours
Currently, DealerMine pulls "Time Allowed" to display the hours for an Opcode booked in PBS. There is also a "Flat Hours" field that can be leveraged, which would be preferable for our store. Please add this integration
OLS: When Adding New Vehicle It Should Fill in Matched Profile Info
When you match to a profile in OLS (after searching via email, for ex) if you add a vehicle rather than selecting an existing one, when you get to the summary only your email is populated. The name and phone from the matched profile are not. This ...
Add labour date to the Technician Booked Hours Report
Update the Technician Booked Hours Report to include additional criteria as follows - Run the report by Labour Date, as opposed to only Booked Date and Posted Date. The report itself should include an additional column providing the labour date. T...
I was wondering if there were any other keyboard shortcuts that could be used for recycling or emailing, or even something to bring up recycle view, etc? Right now all I used is the Ctrl C and V for copy and pasting. If we could work on getting Ke...
I would like a way to easily review the "My Upsells" Statistics for yesterday's data, as do not have any reports that will display these stats as simply as the "My Upsells" tab.
OLS: Maintenance Group Title Displaying in Service History
When viewing service history in OLS, it shows the maintenance group name rather than the Alias. As it's customer facing we should use the Alias to ensure it looks professional and makes sense as often maintenance groups have odd letters associated...
I booked a test appointment for myself and I changed the promise time to 4:30pm however when I received the confirmation, and I tried to add to my calendar, it is only blocking off half hour at the start of teh appt time, but it should block off u...
Currently, the "Show ROs on Schedule" flag in Store Specs is not available for Serti stores. Please add this functionality so open and closed ROs can be displayed on the appt schedule.
I am requesting a report for Texting Analytics when using batch texting. Maybe the data could be added to Fetch ROI, Batch ROI and/or Outreach Performance
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