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DMS Integration

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PBS Critical Note Not Syncing with DMS

When I remove a critical note from PBS, it is remaining in DealerMine. It's very important this reflects what is actually in PBS, so if it gets removed then it needs to be removed in DealerMine as well.
David Haley 2 days ago in DealerMine / DMS Integration 0

Quorum Integration (Customer Data Pull - BirthDate)

To allow us to fetch and communicate with customers on their birthday, I am requesting that Birth Date be added to the customer data pull from Quorum DMS
David Haley 3 months ago in DealerMine / Quorum Integration 0

Automatically Remove Opcodes No Longer in DMS

It would be great if there was a way to remove Opcodes from DealerMine, that no longer exist in the DMS system. I would like to see a configuration option to be able to turn off Opcodes that are no longer being sent through the Nightly Data Pull, ...
Shania Lynds 7 months ago in DealerMine / DMS Integration 0

Profile Change Log Update

As a BDC Manager, it is essential for us to have confidence in the accuracy and consistency of customer profile updates. If changes are being made in the DMS but are not reflected in DealerMine, we need to ensure the logs are updated to accurately...
Kandise Bryant 4 months ago in DealerMine / Customer Profile / DMS Integration 0 Planned

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 Docume...
Guest over 1 year ago in DealerMine / DMS Integration 0 Planned

PBS Vin Decoder Integration

It would be incredible if there was integration with the PBS Vin decoder. Currently there is information missing about VINs that is decoded and displayed in PBS.
Tom Wilkie about 2 years ago in DealerMine / Customer Profile / DMS Integration 1

Quorum Integration: Customer Communication Preference

Please add integration to push and pull customer comms preference between DealerMine and Quorum DMS
Tim Twells almost 4 years ago in DealerMine / Quorum Integration 0

PBS: Add Additional Notes to Integration

DealerMine pulls PBS Critical Memo notes in, but there are other places in PBS where there are important notes. It would be great if DealerMine could pull those in as well. They are as follows: In PBS: Customer file --> “Basic” tab --> Optio...
Tom Wilkie over 1 year ago in DealerMine / DMS Integration 0

Exclude Shops in PBS

Sometimes, stores have more than one store sharing a rooftop and they split them up in PBS by using shops. Can we add an option choose what shops to pull in and what shops to exclude so we don't have appts and other data for shops that we don't want?
Shania Lynds over 1 year ago in DealerMine / DMS Integration 0

Quorum: RO Status = Appt Shown on Schedule

For QuorumDMS customers, we would like to update the integration so we can pull in RO's that have status = Appointment. This will ensure the schedule is more accurate as it will reflect RO's that have been carried over to another day. Where Work O...
Guest almost 6 years ago in DealerMine / Quorum Integration 2