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Quorum Ideas Portal
Status Planned
Workspace DealerMine
Categories DMS Integration
Created by Guest
Created on Oct 27, 2023

Update Serti Integration

Issue: This customer was last here in August. Why is Dealermine showing that the customer came here in September twice when the work order was from May in SERTI. These systems should reflect the same.

Serti Support: The date provided is the Document Transaction Date which is the date that the document was posted by the accounting.

If you need additional dates, you should use the SDS Generic data export instead.

Please upgrade the Serti integration to allow the use of additional dates which will solve this issue.

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