Q: Why would a VIN not prompt for a maintenance contact at the beginning of the Trigger Specs?
A: There are a few reasons why this may occur: VIN or Customer file is Turned Off for the Maintenance contact. There is no Service due on that particular vehicle at this time based on the associated schedule, i.e. 6 Month LOF intervals but 4 Month Trigger Spec. The VIN already has an Open Appointment attached to it, i.e. a pre-booked rust check appointment for 6 months in the future will prevent that VIN for prompt for a maintenance contact.
Q: Do service leads automatically complete if an appointment pulls over from the DMS for that customer?
A: The lead can automatically move to "Lead History" if there is a service appointment booked on the same day as the lead and this option must be turned on in Admin Screen > Email Setup > Email Admin. When there is a check in the box " Move leads with booked appointments directly to Lead Hist" the leads will move to the Lead Hist tab, if it is not checked then they will remain until manually moved through the process.
Q: If there are two dealerships on the same session of DealerMine and both dealerships have serviced the same vehicle, will the vehicle prompt to be connected by both locations?
A: There are a few ways that this question can be answered depending on whether or not the dealerships are a multi-store or multi-branch set up. When multiple stores share the same database, a user is able to view the service history for the same VIN if it has had service performed at more than one branch. This is a helpful tool for users who make contacts for customers who service on occasion at sister stores. This is located in the Service History Tab on the right hand side of the screen by selecting the All Stores checkbox. In a situation where you have customers going to multiple stores in a multi-stored set up the customer will actually have two separate DMS Customer numbers and as such will prompt for maintenance at both stores based on the associated maintenance schedule and trigger specs of each location. In a multi-branched setup the customer would have the same DMS number only the last digit(s) would be different. In this scenario the customer would only prompt at the store where the last RO was closed. This is where the All Store view in Service History comes in handy.