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.
New Customer Notes field on the Associate Profile for Accounts Receivable tracking
Customer Notes on the Associate Profile for A/R tracking: Need to use Tasking and Templates within the DMS to create recurring steps, which would mean expansion of the Dealer Promotions area.
Ability to print the Warranty tab in GM Service Dashboard
Would like the ability to print the warranty tab, or any other tab in GM Service Dashboard. The print button currently will only print the vehicle summary
When creating transportation codes we were trying to match the colours from store to store which is a near impossible task without spending a lot of time trying to figure them out. When you select a colour, can you not show a HEX colour code so th...
I am requesting to be able to complete CSI daily as RO's close using Voice Drops and batch emails. Currently, you are only able to pull the closed RO data on a nightly download. It is not available during the daily. Can you please work with Quorom...
Streamline process for year end physical inventory count and include cycle counting
The goal is to create a streamline process for parts physical inventory count and to include incremental parts physical inventory. Allow the dealer to complete annually or monthly inventory counts thru a new import function from Excel to XSellerat...
Would like to be able to delete or set to Completed old follow ups. If there are old follow ups in our system, it would be nice to have the option to select a date range, salesperson, follow up type and use these items to select the follow ups you...
I would like a report that tells me customer profile Email penetration report / Basically active customers, RO in the last 24 months, versus active customers with an email address
Streamlining Vehicle Selection in Sales Planner Application
We kindly request an enhancement to the Sales Planner application, specifically regarding the vehicle search functionality within customer prospects. When a vehicle search yields multiple results, it is crucial to provide users with a straightforw...
Would like to lock down access to flex reports that would allow us to control who has access across the various dealerships. Currently if you have access to flex reports , you will get a prompt to select a dealership, if you select a dealership th...
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