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.
Is there a way that a customers E-Service/OLS history could show? With a tab to show what happened through the process. Just like Web Leads are there? I am asking for a historical reference tab that contains filters and a calendar option. it could...
Inclusion of Groups in User Drop-Down List for Enhanced Communication Efficiency in the Communicator Application
In the Communicator application, a powerful tool utilized by dealership users for seamless and streamlined communication with both their customers and internal team members, an enhancement has been requested. When initiating a new conversation, we...
I Need to be able to fetch using Data Source Contact History -pulling customers that were contacted with a Batch Email and after the batch was sent, the customer called back in.
Request to have two Ship-to Locations for one RoofTop.
We are looking for a simple solution to order and receive parts inventory for a secondary ship-to location. We don't want 2 rooftops but 2 ship-to locations. Currently we don’t have a solution on the software side other than create a separate Roof...
Would like a way to easily see all service customers that have no sales purchase history and no salesperson attached to their profile and be able to assign a salesperson to those customers.
We need to make a new process like the one populating MNTForecastMaster but more accurate/granular. With this data please make a new Lost Sales report. Please keep the old report since the new one will only be able to report on data moving forward
Would like the option to enter a customer # on the “Process” screen. This would assist when trying to bill out/order parts for multiple location businesses IE: Canadian Tire or Midas
Here is a scenario - A father and daughter have both of their vehicles on one profile because both are under the ownership of the mother. The daughter has an appt that we sent a text for but it wound up going to the mother since the cell field is ...
1) Would like the RIM number for the OEM# in the Order_Header table to be appended to the end of the ABS Scanner order export out of XSellerator. 2) Investigate what it would take when the user hits order button or adds quantity to the on Order fi...
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