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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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Batch Confirms for Appts Booked in DMS

Currently, DM does not send out an automated confirmation unless the appt was booked directly within the DealerMine application. Can Appts booked in the DMS be added as an option to qualify for batch confirms?
Guest over 5 years ago in DealerMine / Batch Jobs 0

Booked Appt Indicator Next to VIN

There is no way of know what vehicle has the booked appt on outside of clicking on each vehicle to see the Open Appt Icon. If you go to the Search screen and search out the customer you can see there is a Appt Icon indicating there is an appt on t...
Guest almost 6 years ago in DealerMine / Customer Profile 0

Quorum DMS Turn Off Integration

When the DMS field "MSG Pref" = "None" please have DealerMine turn off Phone, Text & Voice Drops to ensure customers are not being contacted in DM after being turned off in the DMS MSG Pref is not a good field to use to turn off customers in D...
Patti Callahan about 3 years ago in DealerMine / Quorum Integration 0

OLS: Additional Languages

As an end user, I would like to be able to schedule an appt in my native language so that I better understand the process and book the appt accurately. We currently have English and French, but also have requests for Mandarin and I'm sure Spanish ...
Patrick Manning over 3 years ago in DealerMine / Online Scheduling 0

OpCode Search - Maintenance Group Filter

Please add an additional search filter on the OpCode Search of the appt booking screen, labelled "Maintenance Group". When selected, a user would type a word or more from the name of any maintenance group, and the results that should populate in t...
Patrick Manning almost 6 years ago in DealerMine / Appointment Schedule 0

Appt Sched Notes Sorted By Date Newest To Oldest

Please make it so that the notes on the appt schedule are sorted by date (newest notes on top) as currently it's quite random and when lots of notes are being used it's very hard to keep track of what's important or the newest info at a glance
Patrick Manning almost 6 years ago in DealerMine / Appointment Schedule 0

PBS Menu Packages

PBS allows the creation of menu packages. This ends up being an Opcode for the package itself, plus sub-opcodes for the individual items that make up the package. This is now available via integration from Partner Hub. Can DealerMine pull these in...
Patrick Manning almost 6 years ago in DealerMine / DMS Integration / Maintenance Schedules 0

Exclude Contact Types from Call Select

Would be a great option to have the ability to exclude various call types from call select in Store Specifications, rather than only being able to deal with it at a user level. For example, our reps work multiple stores, but as a BDC, we only do S...
Patrick Manning about 6 years ago in DealerMine / Call Select 0

New OLS Report

I would like a new OLS report that captures the number of OLS appts booked by store/branch but also what services were selected by the customer online, as in, a count/sum split by maintenance group. This should account only for what the customer s...
Patrick Manning over 5 years ago in DealerMine / Online Scheduling / Reporting 0

Fetch DMS Turnoffs

Would really like to be able to run a fetch to find out any customer's who are turned off in the DMS. We have the info available so being able to filter by that in fetch would be great. The ultimate goal would be to run a fetch where we could grab...
Patrick Manning about 6 years ago in DealerMine / Fetch 0