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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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Telephony: Answer Rate

As a Telephony user, answer rate is a basic and vital piece of data I expect to be able to pull. Please make this available
Sharon Daley about 4 years ago in DealerMine / Reporting / Telephony 0

Mass Delete Fetch

I would like the ability to do a mass delete of fetch Campaigns instead of deleting them one by one. Have a check box to select more then one at a time and if a Fetch is used by Batch, there should be a warning of some kind
Guest about 4 years ago in DealerMine / Fetch 0

Mass Delete Templates

I would like the ability to do a mass delete of email and text templates instead of deleting them one by one. Have a check box to select more then one template at a time If an email or text template is used by Batch and would like it removed maybe...
Guest about 4 years ago in DealerMine / Batch Jobs / Email / Texting 0

Create HTML Email Templates

I would like the ability to create HTML email templates within the DealerMine Application
Guest about 4 years ago in DealerMine / Email 0

Adding Co-Applicant Functionality to Sales Planner Application

We kindly request an enhancement to the sales planner application, allowing users to include co-applicants when entering new sales prospects. This improvement ensures a seamless flow throughout the entire system, including related applications suc...
Guest about 4 years ago in Quorum DMS / Sales Planner 1

Print the word 'Labour' next to the labour charges on a customer invoice

WORK ORDER CUSTOMER INVOICE:  When we're printing a non service group case, we need to print the word 'Labour' next to the labour charges.
DAVID WEBBER about 4 years ago in Quorum DMS / QuorumDMS Service 1

When TCI updates the price of a MOC, move all trans types from the expired rate line in the rates tab to the new line that is added automatically

When TCI updates the price of a Merchandising Operation Code (Merchandising OP Code tab in Service Group Maintenance) we need XSellerator to move all trans types from the expired rate line in the rates tab to the new line that is added automatical...
David Stevens about 4 years ago in Quorum DMS / QuorumDMS Service 0

Ability to default account for Purchase Orders

We need to be able to set account 331 We Owe as the default account in PO's. I am told 80% of dealers use We Owe most of the time in PO's, so why not set it as the default?
Paul Callegari about 4 years ago in Quorum DMS / QuorumDMS Accounting 0

Enhancing LOE Coverage Handling in Autovance Deal Integration

We kindly request an improvement in the handling of LOE (Loss of Earnings) Insurance within the Autovance deal integration process. Specifically, when Autovance passes us a deal that lacks LOE Insurance, we need to ensure that the L.O.E Coverage f...
Tyler Robinson over 4 years ago in Quorum DMS / QuorumDMS Sales 1

OLS: "Type My Service Myself" to select an OpCode

To ensure accuracy of appts being booked via OLS, it would be great if there was an option to "type my request" where the customer could begin typing what they are looking for, assuming what they are being presented with isn't what they want, and ...
Lori Martin over 4 years ago in DealerMine / Online Scheduling 0