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.
Work Order Sales Report - separate info for customer accounts (460A,460B,460C)
Currently the report shows wo's, cases, ELR, etc., for customer work orders, internal work orders and warranty work orders. It would be beneficial to have a break down of the customer work orders by account 460A, 460B, 460C, and 464
Forms like the bill of sale and others almost always require signatures. I would like if Autovance could allow digital signatures on these forms, just as it does when sharing a worksheet.
As an end user, I would like to have an estimate of the length of time the work I am requesting will take, this helps me better plan my day and know how long I may be without my car In OLS Config, there should be a new setting added called "Displa...
To validate charges, I would like to have this report itemized so you can ultimately drill down to see every call made by every user for the month, whether it was inbound or outbound, the date/time and length of the call etc..
Searching with 10 Digit Number When Only 7 on Profile
If the DMS pushes a 7 digit phone number to DealerMine, need a way to that profile to be returned when searching with the full 10 digit number. For example, if there are only 7 digits on the profile, DM should know these are the last 7 digits, and...
I would like to be able to use the following statement: (OpCodeGroupCount(08/01/2018,05/31/2019,"Multipoint Check") = 0) like this: OpCodeGroupCount("*AddMonthsToCurrent*(-1),"OpCodeGroup") = 1 or: OpCodeGroupCount("*AddDaysToCurrent*(-1),"OpCodeG...
0
0
