Version 1.0.8e - 08/20/2012

The latest version of DealerMine 1.0.8e is being released on Monday, August 20, 2012.  This release includes the following enhancements and resolutions:

Enhancements:

1. We have made various changes to the Profile screen as listed below:

• • In the Customer Information screen add any customers Twitter name under the "Other Information" section and hit Save.  The Twitter name will show as a hyperlink allowing you to view all their Twitter activity from a side window directly in DealerMine. 

  • We have added some new action buttons 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.  All notes are still displayed in their proper midscreen tab, Cust Notes or Veh Notes.

  • We have removed the Turn Off action button.  (See the Turn Off enhancements below in section 3 for more information.)

  • 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 Estimated Mileage and Elapsed Months to the right of each VIN in the vehicle grid.  This will show the Estimate Mileage & Elapsed Months at first glance, having the option to click for more details which include elapsed mileage and month interval.

  • We have combined All Contact Hist and Veh Contact Hist into one tab "Contact Hist".  Inside the tab you will be able to view "All Vehicles" or "Selected Vehicle" by selecting one of the radio buttons.  The default view is "All Vehicles". 

  • All midscreen tabs, besides Service Hist, will show an orb if there is information to view in the tab.  When Contact History doesn't have an orb, this means the customer has never been contacted using DealerMine.  (New Contact)

  • Contact History will now record the appointment date and time for all booked appointments.

  • We have added a "Users' button to the Call Select screen, which will display what contacts have been selected by any DealerMine User for the current day. 

2. 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 marked as "Inactive" or was turned off permanently for all types of contact within DealerMine. Ie. 99 turn off

• In the Customer Information screen under Name Information, you will now see a Status drop down which will allow you to mark a customer file as "Inactive".  This is the new way of turning a customer profile off permanently for all contact types, such as maintenance, confirm, etc.  You will have to choose a reason when flagging any customer as Inactive, such as Deceased, Other Dealer, Fleet Customer, Employee etc.  

  •  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 customer's 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. 

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

• We have removed the Turn Off button from the top row of action buttons.

• We have added a new midscreen tab called "Veh Turn Off Hist", which will store all VIN specific information regarding any turn offs made.  This tab will have a red orb when there is turn off information to view.

• We have added an "Inactive" watermark which will appear diagonally across the customer contact information of any file that has been marked as "Inactive"or was turned off permanently for all types of contact within DealerMine. Ie. 99 turn off

• In the Customer Information screen under the Name Information section, you will now see a Status drop down which will allow you to mark a customer file as "Inactive".  This is the new way of turning a customer profile off permanently for all contact types, such as maintenance, confirm, etc.  You will have to choose a reason when flagging any customer as Inactive, such as Deceased, Other Dealer, Fleet Customer, Employee etc.  

• Searching will now retrieve and display all vehicles on the customer profile, even if some vehicles are turned off.  You will see the "Does not Own" icon to the left of any vehicle that the customer no longer owns. 

• In the Customer Information screen we have added the following two tabs to help better manage your customers contact preferences: 

  • • 1. Contact Method (Customer Specific) - this screen will allow you to control which contact methods the customer would like to receive (not the vehicle) for One-to-One Contacts and Automated Contacts.  One-to-One Contacts are individual contact between a DealerMine User and the customer, where the Automated Contacts are done systematically if these options are being used at your dealership.  I.e. Maintenance Emails, CSI Emails, Confirm Emails, Sales Emails, Fetch Emails or Auto Calls.  The Contact Method screen will allow you to turn off various types of phone numbers now unlike our previous versions.  You can now turn off home phone, work phone and cell phone individually.  Keep in mind that any customer profile turned off for phone on a previous version of DealerMine will automatically be turned off for all three types of phone communication.

    • 2. Contact Type (VIN Specific) - this screen will allow you to control which contact types are necessary for each vehicle that exists on the customer profile.  You can quickly out any contact type if the customer does not want to receive reminders.  I.e. Maintenance, CSI, Confirm Appt, etc.  By default all contact types are turned on.  *Remember - to turn off a vehicle as "Does not Own" you must click the magnifying glass to the left of any vehicle in the vehicle information grid and check the box "Does not Own". 

TURNING A VEHICE OFF AS DOES NOT OWN - In the "Contact Type" tab you can also turn off a vehicle permanently if the customer no longer owns it.  Click  the to the left of any vehicle to flag it as "Does Not Own" and then choose the appropriate reason code from the drop down menu.  This will permanently turn that particular vehicle off for all future contacts in DealerMine, although the vehicle will continue to be listed in the vehicle grid with no parking symbol next to it, indicating "Does Not Own".

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

• • • We have added an Appointments gauge at the top of the appointment schedule that will display Appts (Booked/Max)  for the current day.  The Appts is a total of the appts booked so far.  The Max is your goal which is calculated by taking the total number of hours to sell and dividing it by your average hours per RO over the last 3 months.  This calculation, subtracting the walk in factor and adding the No Show factor for the current day will give you a Max Appts goal using your dealerships actual data.

    • Hours (Booked/Max) will display how many hours you have sold thus far using the combined total of estimated durations on each opcode booked.  The Max Hours to Sell goal for the day will combine the work schedule of all Technicians setup for your dealership.  I.e. 12 Techs working 8 hours = 96 hours to Sell.  We also take into account the Walk in and No Show factors to adjust the hours to sell accordingly. 

    • 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 Appointment Schedule screen, allowing you to see if there is available time for those skills on that particular date & time.

    • We currently have two views for the Appointment Schedule, "By Shop" or "By Team".  We will show slots which represent how many Advisors you have available on the day and time you are viewing as well.  

    • Blocked Times are now shaded in dark grey.  Any times you do not have an Advisor available you will see it as Blocked Time.  This can be before their shift begins, after it ends, or scheduled breaks, vacations etc. Time slots will block out from left to right, leaving all available slots on the right, closest to your overflow slot.

    • OF represents "Overflow".  If you book more than the available number of slots, the remainder booked will appear in the OF column.  Appointments are displayed from left to right in the order of which they were originally booked.

    • Single click on any appointment on the schedule to view what services they are booked in for on the left hand "Operations" list.  All items the customer is booked in for will have a black drop shadow under them. 

    • Holidays where the dealership are closed for business will now appear as CLOSED when viewing the dates on the appointment schedule.  All holidays that are setup in the Shop Setup administration screen will appear as blocked, reading CLOSED across the screen.

5.  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.   

• A notification email will be sent to the User the issue is assigned, as well as anyone CC'd to receive the notification.

• 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 can be sorted 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.

6. 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 can be sorted from within the Followup screen.  Click on the column header to sort.

7. 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 easily print or re-print letters from this screen.

  • 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. 

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