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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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Send Fetch Automation to Call Select

It would be so useful if we could send a fetch automation to the call select screen or the work plan. For example, if I want salespeople to call customers on their birthday I can create a fetch automation, but it will only work for email, text or ...
Guest over 4 years ago in DealerMine / Call Select / Fetch 0

Active Users on Reports

I would like to have a sort option that allows the dealership to include only Service BDC agents that are currently marked as active in DM and scrub out the rest. Like a checkbox that would allow inclusion or exclusion of inactive users. Ex: If yo...
Sharon Daley over 4 years ago in DealerMine / Reporting 0

User Access: Notes on Appt Schedule

Can the ability to add notes to each day on the appt schedule be a setting is user setup so that access to write notes can be removed if necessary?
Guest almost 3 years ago in DealerMine / Appointment Schedule / User Setup 0

Send Auto Emails at Custom Time

I would like for the auto emails to come in at 6am EST as I would like the reports ready before the Service drive is open. Please allow customization of when these emails are sent
Guest over 4 years ago in DealerMine / Email / Reporting 0

OLS Google Analytics

The Google Analytics you can enter in eService config does not track anything when OLS is set up as an iFrame on a dealer website. Additionally, for form submissions, I wanted to confirm if form submissions can have a Google Event fired upon form ...
Guest over 4 years ago in DealerMine / Online Scheduling 0

Hyundai Recalls in CRM for Quorum Stores

For Hyundai Canada stores on Quorum DMS, we already have integration to get recalls within OLS. Would like to expand this integration so we can access these recalls in the CRM as well
Guest over 3 years ago in DealerMine / Quorum Integration 0

Vehicle Status Board Filter

I would like to select which RO's appear on the Status Board. i.e. either triggered by RO or Opcode group. Currently it is all or nothing
Guest over 3 years ago in DealerMine / Vehicle Status Board 0

Send Batch Text before Batch Email

I would the the ability for Batch CSI's to go out to a Text first before going out by email. To have to option to say Send the text first if they have a cell and if not send email second. They have both Texting and Email Batch set up for CSI's.
Guest over 5 years ago in DealerMine / Batch Jobs 1 Will not implement

Fetch Import: Declined/Deferred Work

We need a way to import this list to the declined services bucket on the call select screen like a store using Autopoint. The area's highlighted in yellow would need to be included on the import and would need to present in the format we are curre...
Rachael Thibodeau over 3 years ago in DealerMine / Fetch 0

Customize Confirm Bucket

Is it possible to update the call select ‘Confirm Appts’ ‘Level 1’ bucket at the store and branch level so that it only includes appointments where there is no email on file? I ask as some of our OEMs have mandated that we use XTIME scheduler to b...
Guest over 4 years ago in DealerMine / Call Select 0