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.
Notification of Vehicle Notes when creating RO or appointment
When creating a work order or appointment Associate Notes automatically pops up. Vehicle Notes should also populate when a work order or appointment is created for that VIN.
Would like to have a report that I can print that shows open work orders with customers in rentals. This way its easier to manage the rentals and stay after the manufacturer for parts.
It would be great if there can be an option for the customer pay portion of a work order to be added directly through the warranty line as appose to adding a second labour line for this payment. Currently, in the event that the RO is closed for an...
I would like to have the ability to combine two shared templates into one employee template.
we have employees that do two jobs. One as a Parts Advisor and one as a Technician. Choosing one shared template and then adding line by line the second template is painful.
On every other DMS system, there is a report you can run at the end of the inventory count process to put all your changes in count for verification. Quorum should have something like this rather that forcing dealerships to go through count sheets...
When you close a prospect, if there is an appointment that is still open you should receive a pop up asking if the appointment was a show or no show
When you close a prospect, if there is an appointment that is still open you should receive a pop up asking if the appointment was a show or no show. Once the prospect is closed, even reopening it doesn't allow the rep to go back and update the ap...
Add System Control Maintenance flag to set Time /Date frame for Lost Sales totals as found on the Inventory profile
In the inventory profile, there is a lost sales count which is cumulative. Each time a lost sale is recorded, this count will increase. There is no way to reset this value. The request is to set a Time/Date frame for which this value will continue...
Advisors sometimes miss reminding customers when special order parts are in stock. Adding an indicator that special order parts are in stock for this vehicle/customer would allow the advisor to remind the customer of the special order parts in sto...
Add control# or OEM# to the inventory receiving window
Adding control# or OEM# to the inventory receiving window would assist finding the GM created RIM order # when sorting though multiple orders for the same part#
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