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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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Showing 908 of 908

Change Loaner Schedule to Display All Transportation Types on Appt Booking Screen

Please change the "Loaner Schedule" button on the appt booking screen/popup to instead be called "Transportation Schedule". When clicking it, there should be a drop down that allows you to select any of the transportation options set up in transpo...
Tom Wilkie almost 4 years ago in DealerMine / Appointment Schedule 0

Default Appt to Last Advisor

Instead of having a default advisor to book to, have the option to default to the last advisor for the client.
Tom Wilkie about 4 years ago in DealerMine / Appointment Schedule 0

New Email Template Merge Fields

I would like to have some merge fields added to email templates: Customer Address, Customer City, Customer Province, Customer Postal Code, Customer Phone Number, Business and cell phone, Customer email address, Additional Vehicles on File
Tom Wilkie almost 5 years ago in DealerMine / Email 0

Add Repair Date Option to Book Appt Screen

I would like a new feature added to DealerMine within the book appointment screen for "Promise Date" or "Repair Date". When a customer drops off there vehicle the night before around 4pm or 5pm and the repair is not until the following date, I wou...
Tom Wilkie almost 6 years ago in DealerMine / Appointment Schedule 0

Address and Date of Origin Email when Replying

I would like a way to include the address and date of whoever originated an email in the email section of DM when replying. I compare it to MS Outlook where it always displays the address of where an email came from. Also can something done about ...
Tom Wilkie over 5 years ago in DealerMine / Email 0

Remove Fetch Preventions for Recalls

Can you remove preventions for ContactType = Recall within Fetch (Batch Features)? I was attempting to send a full list of Recalls via Fetch (Send Email) but DM removed the majority of contacts based upon CASL preventions. As per CASL, Recalls, Wa...
Tom Wilkie over 5 years ago in DealerMine / Fetch 0

Early Closure Christmas & NYE

I would ike a way to block off half a day when we are closing at 2pm on Christmas eve and New Year's eve. I realize I could use Exceptions/Vacations and then copy the rule to all other Advisors, but this is tedious. It would be a good idea to be a...
Tom Wilkie over 5 years ago in DealerMine / Appointment Schedule / Setup & Configuration 0

Email Font Sizes

When creating or editing an email, in DM it only has increments of 2's to choose font size. I would like the the option to choose font size 11 and this is not available in DealerMine. For example, Verdana Font size 11. Go to email tab, choose a cu...
Tom Wilkie about 6 years ago in DealerMine / Email 0

User Access Removal Should Also Remove Email Access

When we are removing a user from the store access under user setup can we please have it so that the email Inbox that is linked to them for that store is removed as well? Users can still see the email account once access has been removed unless yo...
Guest over 6 years ago in DealerMine / User Setup 0

Decline Recycle Type When Sending Batch Emails

Please add the ability to recycle as a Decline recycle type when sending batch emails.
Tim Twells almost 5 years ago in DealerMine / Batch Jobs 0