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.
When changing Shop Hours, I would like to see this NOT change them in the past, so we can go back in time and see how many appts the shop was asking for at any given time, since there is currently no reporting and method to do this
I would like to see a feature added that would allow a manager to restrict how many calls can be extracted from the call selection buckets by an operator - i.e. 5-14 month calls - limit "xxx" calls extracted at one time by a particular operator. O...
Auto Populating Tasks for Salespeople based on traffic type and sources
I would like the ability to build auto populating tasks for salespeople in their work plan based on specific source and traffic types. Example - TRAFFIC TYPE = Internet Lead, and then MEDIA = (Facebook)
I am looking for a report that would let me know what customer and which services were booked for customers that were left a Voice Drop. Basically, the voice drop report should let you drill down to what is being booked.
As you know these are all essentially convenience features that I think would make DealerMine's email service more user friendly: 1) There doesn't not seem to be a draft/save function, if I leave an email partially complete to focus on another tas...
When sending batch emails to customers the merge fields for user signature,Dealership name, email and phone# are not populating. When the user sends the same template the merge fields are populating.
Would like a way to FETCH entire enterprise, Since DM can report enterprise wide, I want the same ability to create customer information using FETCH. Adding an "ALL" drop down to the store option would make sense. In addition, we often run fetches...
Select All Button for Scheduling Days on Batch Contacts
We'd like to request the addition of having a "select all" button added tothe batch setup that would tick all days of the week. We are currentlysetting up a lot of batches and anticipate many more in the years to come. If this were currently in pl...
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