Version 1.0.8 - 07/16/2012

The latest version released to staging, 1.0.8 includes the following enhancements and resolutions:

Enhancements:

1. We have added the Issue Management feature into the new DealerMine. This can be found in the top row of action buttons to right of Search. Designed as a CSI tool, this feature allows you to quickly raise an issue for any customer and assign the issue to any active user you choose.

Raise customer issues (negative and positive) quickly and easily using the Issues feature.
The issues screen will show a red orb if you have unresolved issues assigned to you.
All issues assigned to you will be visible in the Issues screen in either My Unresolved or My Resolved tab. Double click any customer to view their profile.
Most columns are sortable from within the Issues screen. Click on the column header to sort.
An Issues indicator will be present in the bottom left hand corner of the Profile screen for each customer that has an unresolved issue.
Issues can be resolved or edited by clicking on the Issues indicator. Any user can resolve or edit an issue.
Multiple issues can be raised per customer.
We save all notes pertaining to issues raised and resolved in Contact History and will show a green thumbs up, or red thumbs down to signify if the issue was positive or negative.

2. The Followup feature has been modified slightly, adding a new Followup menu to the right of the Appt Schedule.

- This menu will have a red orb when there are followups due today.
- View this tab to see all followups due and upcoming, and double click to view any customer profile.
- A Followup indicator will be present in the bottom left hand corner of the Profile screen for each customer that has a followup.
- Most columns are sortable from within the Followup screen. Click on the column header to sort.

3. We have added a new Letters screen to the left of the Email which is where you will go to print/edit your letters.

- This screen will have a red orb when there are letters to print.
- You can edit the merge fields within this tab to make any final changes before printing.
- We made a change to retrieve data from our VIN decoder when inserting merge fields on letters to keep the year, make and model in it's proper form.

4. We have made some miscellaneous changes to the Profile screen as follows:

- We've added some new action icons to the top row for Letter, Email, Turn Off, Recycle, Mileage Calculator and Issue Management.
- We have removed the vehicle notes action button and combined Customer/Vehicle notes into one action button much like the old version of DealerMine.
- We have moved the Add New Vehicle button up to the top row of action buttons to the right of Add New Customer.
- We have relocated the elasped mileage, estimated mileage, elapsed months and month interval to the vehicle grid to the right of the license plate number. This will show the Estimate Mileage & Elapsed Months at first glance. Click this info to view more details which include elapsed mileage and month interval.
- Contact History will now show an orb if there is contact history. When Contact History doesn't have an orb, this means the cusotmer has never been contacted using DealerMine. (New Contact)
- Contact History will now show the appointment date for all booked appointments.
- There will now be a red orb on the Spords tab if a part has been ordered for the customer profile you are viewing.

5. We have made some changes and enhancements to the Customer Information section of the Profile screen as follows:

We have added an "Inactive" watermark which will appear diagonally across the customer contact information. This is flagging a file that has been turned off permanently for all types of contact within DealerMine. Ie. 99 turn off
- We have added a green check and a red X to the left of each contact method to indicate if they are turned on or off for that particular contact method.
We have added icons to the DealerMine and DMS customer numbers for easier clarfication.
- We have added a new black crescent moon to signify the "evening" preference in calling a customer. This can be changed to "Day or Evening" in the customer information screen by clicking the customer name.
- We have added an icon next to the DealerMine customer number and your in-house system customer number so you can easily differentiate between the two.
We have added a solution to remove emails or phone numbers from a customer file if they are no longer valid. Click the customers name to view the customer information screen. In this screen you can click the red X to the right of any phone number or email address to permanently remove this from the profile. If you are on integration, the information will be removed from your DMS as well. Once a deletion is done the red X changes to an undo icon which will allow you to reverse this if done in error.

6. We have made some changes to the Reports menu as follows:

- Click on the + sign to expand the menu until you can click on a report to view.
- We have also added Email Options to each Report, which allows you to have the report automatically emailed to you for the option you select.
- We have added a new report found under Key Report #2: BDC Booked Maintenance Operation Retention Rates (export) - this report is exportable to excel, xml, Microsoft Word etc. We will continue to move more reports to an exportable view in future releases.

7. We have made some changes to the Influence Network as follows:

- We have implemented the "Associations" screen which will allow you to add associations on any customer file which will connect them to other customer files within your database who have the same assocations such as golf, church, fitness club, etc. You can add associations from the customer information screen or from the Influence Network screen by clicking the Add Associations icon and entering an Association Category and Association Name, such as Golf, Longwood Golf Club.

The influence map will now show the customer name when you hover over any shape. Click any customer to view their influence details and add associations.

Click here to read more information on the Influence Network.

8. We have modified Turn Off's as follows:

We have removed the Turn Off information from the middle of the profile screen have have created a new midscreen tab where this VIN specific information will reside called "Veh Turn Off Hist".
This tab will have a red orb when there is turn off information to read for the customer you are viewing.
An "Inactive" watermark will now appear across the customer information for any customer file that has been turned off for all contact. Ie. 99 turn off
Searching will now retrieve and pull up all vehicles on the customer profile, even if some vehicles are turned off.

We have now added an icon to the left of each vehicle on the vehicle grid that will indicate if the customer no longer owns that vehicle.

9. We have made the following modifications to our Appointment Schedule:

We have improved the speed and performance of the Appointment Schedule and it should be noticeably faster when switching between days.
When booking an appointment (in the book appt form) and you select "View Schedule" to verify availability/times etc., the skills you have added to your appointment so far will be visible in the operations tab on the left hand side of the screen allowing you to see if there is available time for those skills on that date/time.
Blocked Times are now shaded in dark grey.
We have added a gauge at the top of the appointment schedule that will calculate how many appointments are booked for the date you are viewing and how many hours you have sold, combining all opcodes booked.
We currently only have two views "By Shop" or "By Team". We will show slots which represent how many Advisors you have available at that time.
OF represents "Overflow". If you book more than the number of slots available the appointments will appear in OF.
Single click on any appointment on the schedule to view what services they are booked in for on the left hand side of the screen under the "Operations" list. All items the customer is booked in for will have a black drop shadow under them.

10. We have added the "Users' button to the Call Select screen, showing what contacts have been selected by any DealerMine User for the current day.

Resolutions:

There was an intermittent error happening when attempting to edit a No Show appointment from the No Show indicator on the customer profile screen. This issue has been resolved.
There was an intermittent issue where the customer search screen showed multiple files being merged to a file that they were not merged to. This issue has been resolved.
When adding a new customer or vehicle note the text wasn't wrapping, making it difficult to know what what was written. This issue has been resolved.
Customer notes and vehicles notes weren't deleting after attempting to delete from within each tab. This issue has been resolved and notes will now delete.
There was an issue with customer and/or vehicle notes not saving after being entered. This issue has been resolved.
There was an intermittent issue with Appointments and Hours to Sell showing up blank in the Appointment Schedule. This has been resolved.
There was a refresh issue not removing the Open Appt or No Show Appt indicators if an appt was deleted from the indicators on the Profile screen. This refresh issue has been resolved and the indicators will no longer remain on the profile if an appointment no longer exists.
There was an error happening intermittently when attempting to add a vehicle where the model abbreviation wasn't being recognized even when the full VIN was being entered. This has been resolved.
We have removed the Add New Vehicle and Add New Customer buttons from the profile screen for all stores that are not integrated. This will prevent confusion and unecessary errors.