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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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Green Appt Progress Bars

I have 2 suggestions that would make a big difference to how we control booking. 1. Allow a setting for EACH store, to select whether you want to see the green bar for Appts, Hours or Both, rather than always showing both. It can be confusing, and...
Patrick Manning about 6 years ago in DealerMine / Appointment Schedule 0

New User Setup - Custom User Role

When you create a role in role setup, you can already duplicate to additional stores, but if you edit that role afterwards, you have no way if duplicating the changes across the same role with the other stores. I just had to go through all 14 stor...
Patrick Manning about 6 years ago in DealerMine / User Setup 0

Allow Partial VIN Copy

It would be nice if it was possible to select and copy specific characters on the VIN on a customers profile. DealerMine only allows you to click the VIN in which it selects it all. Sometimes it will allow you to select SOME characters, but only i...
Patrick Manning over 6 years ago in DealerMine / Customer Profile 0

OpCodeGroupCount in Appt History Source

I am trying to run a fetch for next weeks appointments that contain recalls. I need all recalls booked from Monday March 25 to March 31st. I could write it like this, but it's tedious: "ApptDate" >= 03/25/2019 and "ApptDate" <= 03/31/2019 an...
Patrick Manning about 6 years ago in DealerMine / Fetch 0

Update Contact History When Appt Created or Updated in DMS

Please write to contact history when an appointment is created, updated or deleted in the DMS. This will ensure email/SMS updates are still sent when they should be
Guest almost 3 years ago in DealerMine / Customer Profile 0

Key Report 2.3 Option Based on Booked Appt

I would like same data as key report 2.3 but based on booked appointment not closed RO. KR 4.2 will give you this information but it is not in a clean format for reviewing coordinator performance.
Guest over 5 years ago in DealerMine / Reporting 0

Report Showing Part Numbers

Please build a report that would show the part numbers associated to Closed RO#'s and what advisor as well.
Guest over 5 years ago in DealerMine / Reporting 0

Upsell Analysis Report Split Per Advisor By Maintenance Group

I would like the ability to drill down the Upsell analysis by advisor report, to be able to see the Maintenance Labour Sales split by maintenance group, per advisor, rather than just the total, as is currently the case. It's the same thing the "Ma...
Guest about 3 years ago in DealerMine / Reporting 0

Remove MPI Data

Can we please add the ability to "delete" MPI's through the GUI (e.g. Followup (Refusals)) by (1) manual selection (2) based upon the Filters: Reason, Service, Origin, Type and a specified date range?
Guest over 6 years ago in DealerMine / 3rd Party Integration / Customer Profile / Setup & Configuration 0

Allow Blank Email Field

When DealerMine deletes an email, its pushes a "del" into the DMS (Quorum in this case) Please allow a blank email to be saved to avoid this erroneous text in the DMS
Micheal Paradis about 3 years ago in DealerMine / Customer Profile 0 Planned