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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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Texting Report

I would like to submit a feature request for texting reports. I want a report that includes how many texts went out, How many appointments were booked, ROI, What texting number the text went to, How many were viewed and such.
Guest almost 5 years ago in DealerMine / Reporting / Texting 0

Surveys Should be Able to be Emailed at Any Score

For surveys, I would like to be able to send all completed surveys to certain people, not just ones that fail. I tried to set up the survey notifications to send at 100% but it would not work, I can set it at 98%. Eg. For every survey that is comp...
Lori Martin almost 5 years ago in DealerMine / Surveys 0

In Inventory Profile, Price File - Pricing Update dropdown needs expanded selection

In the Inventory Profile window, Price File - Pricing Update field, there is currently no way to apply pricing changes to all prices except "List" or "Trade". We would need to see the dropdown add 2 choices, "Not List" and "Not Trade".
Guest almost 5 years ago in Quorum DMS / QuorumDMS Parts 0

CDK Integration: Add Contact History Entry When Appt Updated in DMS

When an existing appt is changed in CDK, we do not see that change in the contact history in DealerMine. We can see this with Reynolds stores but not CDK stores. I would like DealerMine to write a statement in the contact history that the appt was...
Tim Twells almost 5 years ago in DealerMine / DMS Integration 0

Option to post trade appraisal adjustment to sale account

Vehicle Sale Account Maintenance for Group - Trade In regarding the V/S flag: Client wants to be able to post the offset for the trade-in appraisal adjustment to the vehicle sale account rather than the vehicle cost of sale (COS) account. Currentl...
Terence Reed almost 5 years ago in Quorum DMS / QuorumDMS Accounting 0

Team Should Show No Availability When Advisor Off

When you create a team and assign an advisor, the team still shows available hours and appts even though the advisor assigned to that team is off that day. Please see the attached screenshot. Dwane is not in yet his team shows available appts and ...
Guest about 5 years ago in DealerMine / Appointment Schedule 0

DealerBuilt: Customer Type

Are you able to pull the field cust type from DBT into DealerMine and make it available for fetch? There are many fetches that require customers based off Employee flag in customer type.
Sharon Daley about 5 years ago in DealerMine / DMS Integration 0

OLS: Tag to an Agent in eService Tab

Is it possible to have a way to denote who, if anyone, is already working on an OLS appt in the eService tab? This would be helpful so if one person is working on it, someone else doesn't try and grab it as well
Rachael Thibodeau about 5 years ago in DealerMine / Online Scheduling 0

Sound Notification for Email and Text

Can you add the option to enable a sound for when an email or text comes in?
Guest about 5 years ago in DealerMine / Email / Texting 0

Show Delivery Date in the traffic log

On the Traffic log, in the Status column under the followup box please show the next Delivery Date/Time and the delivery icon. Also put a hover over saying "Delivery Date". Only show this if they have the delivery product and the login user have a...
Guest about 5 years ago in DealerMine / Traffic Log 0