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.
I would like to be able to verify that numbers listed in the cell phone field are in fact legitimate mobile numbers. There are validation tools available on the market, such as valitito.com.
DM's Store Setup Turn Off options (e.g.) (1) Turn On/Off DMS Customer Contact Recognition (2) Push DealerMine Turn Offs to DMS (3)Sync Turn Offs Right now only 1 and 2 are working. I would like to use Option #3 so we can be consistent with DBT.
While working with Clara on Case# 217128 - Purchase Data Issue. There is a issue with the Sales Schedule not taking into account when a lease is bought out. Clara would like us to look at handling lease buy outs better and stop customers from rece...
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about 3 years ago
in DealerMine
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Given we have the VIN and RO # on appts, even when an advisor only links it with a VIN when booked in the DMS, we should update the closed RO on the Appt Schedule to show the customer it is linked to as currently it just shows a blank entry and yo...
Change Profile Email when Changing Upon Send Email
I am looking for an option so that when I go to send an email to a customer but then change the 'To' email to something different that it automatically saves it to the customer profile. Maybe a box pop up asking me to switch it.
Could you make a default email template available based on user role rather than based on contact type? this is especially necessary for salespeople who might not be prompted to send an email based on a contact type but are constantly sending emai...
I would like to have the ability to automatically have email signatures turned on for all users upon go live. There is a setting in each users email tab where you can toggle the ability to use a signature on and off. I want this turned on for all ...
I would like a drop down on the email set up to list "All" Stores like we do on user set up. This would make it easier to work on suspended or blocked accounts.
Hyundai is now using model specific OpCodes, please enable the ability to use the MMC (Maintenance Model Codes) feature in Global config for all DMS' (Serti in my case) so it's easier to filter the correct model specific OpCodes when booking an appt
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