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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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CDK: Remove Customer Notes from DM when Deleted in CDK

When Customer Notes are deleted in CDK, they are not being removed from DealerMine
Tim Twells over 4 years ago in DealerMine / DMS Integration 0

Feature Request - Customer profile- Default to Traffic Log

We would like to be able to default the tab the user lands on when going into a customer profile. Service staff would like to land on a different tab than sales staff. For example, service would like to land on the service history tab and sales pe...
Lori Martin over 4 years ago in DealerMine / Customer Profile / Traffic Log 0

Quorum DMS Integration: Push and Pull Contact History

What is the change? They requested to have all forms of contact (email, letter, call, text, voice drop etc) push and pull between Quorum DMS and DM so anyone using either system can see who contacted the customer, the date of contact, and what was...
Sharon Daley over 4 years ago in DealerMine / Quorum Integration 0

Appt Prep: Edit Categories Should be Based on User Access

As soon as you give a user access to Appt Prep, they automatically get access to edit categories: This should not be given to users by default, and should be part of User Access for Manager level
Tim Twells over 4 years ago in DealerMine / Appointment Prep / User Setup 0

Change Request: Redesigning Vehicle Inspections for Enhanced Intuitiveness, Cross-Device Compatibility, and Seamless User Experience

I would like to propose a comprehensive redesign of our vehicle inspection system, aiming to significantly enhance its intuitiveness, user-friendliness, and overall user experience. Presently, the system lacks optimal usability and requires a comp...
Daryl Miller over 4 years ago in Quorum DMS 1 Planned

Fetch: List of Customer Profile Changes

I am requesting this information as I need to update GM Canada with the current customer information. It is their policy when dealers make changes to a customer's profile, the dealership also updates GM Canada with changes made within the DMS. Cou...
Sharon Daley over 4 years ago in DealerMine / Fetch 0

Set CDK Labour Codes in Opcode Utilization

Need a way so all CDK labour codes can also be used and set in OpCode utilization - they should match the ones available in the appt booking screen, which is not just C, W, I
Tim Twells over 4 years ago in DealerMine / DMS Integration / Opcode Utilization 0 Planned

Edit Future Dated Fetch Email Campaign

If a user wishes to edit a future email campaign, they're unable to change/update the Email Template, Display Name, Reply To Email, Distribution Recipients etc on the Campaign History Tab. Under Campaign History we have an "edit" button but it wou...
Rachael Thibodeau over 4 years ago in DealerMine / Fetch 0

Add Modified Date Column to Saved Fetches

Could we add a column to the front screen of Fetch and carry over the modified information that is found when you open the fetch. It would make the Fetch process much easier when updating lots of fetches to be able to see which ones had already be...
Tim Twells over 4 years ago in DealerMine / Fetch 0

Red Strike Through Turned Off Contact Methods

Can you please put a red strike through a contact method on the customer profile if that contact method is turned off? The red X's can be overlooked and if there was a strike through the contact method it would be a failsafe.
Tim Twells over 4 years ago in DealerMine / Customer Profile 0