Version 3.1.0 - 11/15/2013

Service

Enhancement

Administration:

• User Setup - UserInfo, for any user of Service/Showroom (Type 6), to have the user "Visible in Showroom Dropdowns" check the correlating box. This will ensure the Showroom BDC person can view their tasks in the Workplan. 

• Email Setup - 

  • Service: If a provider is to be used for Service Leads, check the box Is Internet Lead and select the radio button Service Lead. Emails sent to this provider are viewed from the Leads email folder. 

  • Showroom: If a provider is to be used for Showroom Leads, check the box Is Internet Lead, and select the radio button Showroom Lead. Emails sent to this provider are viewed from the Leads tab.

• If a Dealership is open on a certain day of the week, but would like to block an entire day from their eService portal calendar to prevent a customer from booking an appointmnet, from the Administration screens, select in eService Configuration->Booking Appt Time-> select the day of the week from the list box, and check Block Entire Day. The customer is now unable to book an appointment for the blocked day and click Save. 

Application

• Key Report 6 now contains the name of the Dealership. 

Fetch

• Off List:

  • With Fetch, the user now has the ability to turn On/Off customers for Contact Methods or Contact Types through the Import function: OffList. This is useful to import the Do Not Call Registry and have DealerMine automatically update the customer file.

Resolution

Application

Letters

• When selecting Show Batch Letters, when the user selects Store > Branch > Letter the "Total Letters to Print" would not change for the selected Store and Branch: i.e. it displayed the total number of Batch Letters. This issue has been resolved. 

Reports 

• Unable to run reports for Service CSI > CSU Analysis Reports in DealerMine. Issue has been corrected.

• For some specific users the OpCode Utilization Report was not returning data as per the User. It's wasn't reporting on the main user account(s) activity. A query with Store/Branch was added and the issue is resolved. 

• There was an issue with inconsistencies on the Composite Report. A reset ran and Performance Reports have been corrected. 

Email

• The Delete Folder function was not working properly for folders contained within folders. This issue has been resolved.

• The email history from old is not showing in new. Issue has bee resolved.

Appointment Schedule

• The Operations tab on the Appointment schedule was displaying negative numbers and zero total hours for some maintenances, for example: 

Maintenance 1.4/0 

Wheel Alignment 1.2/0 

• The issue was that some RO numbers were negative and the stored procedure was excluding those ROs. The issue has been resolved.

Administration

Maintenance Configuration - 

• When trying to re-name a Maintenance Group, it would intermittently throw an error. This issue has been resolved, and Maintenance Group names can easily be edited. 

Technician Setup - 

• Users were noticing that zero could not be entered in the Efficiency Override column. This issue has been resolved, so now the user knows for certain that Efficiency Calculated is being used. 

eService Templates - 

• some of the fields in eService templates were not merging. The templates have been replaced and the fields are now merging. 

Showroom 

Enhancement

Administration

Up List - 

• Guests can be assigned by a Spotter/Sales Manager to a Salesperson. Guests can be assigned to a Salesperson by means of: clicking the menu button Add Guest to the Traffic Log and clicking the Salesperson drop down; selecting the Traffic Log tab, and under the Log Details column, clicking the pencil icon to enable the drop down and clicking on a Salesperson's name. To have the Guests rotated fairly among the sales team, activate the Up List Rotation. When this function is activated, Salespeople are rotated through the drop down list: i.e. if Salesperson A is assigned a Guest, Saleperson A goes to the bottom of the list, and Salesperson B is pushed to the top.

• To create an Up List Rotation, go to the Administrative Screen->Showroom Configuration->Up List Rotation. From the Showroom Configuration list box, click Up List Rotation and check Active (by activating, it also enables the Manage Up List function which is explained in more detail below). As the Guests walk-in or call-in, the Spotter/Sales Manager can now distribute the guests among the sales team based on the time that the Salesperson checked-in. 

• When the Salesperson arrives at the Dealership, the Spotter/Sales Manager needs to check-in the person. To check-in a Salesperson, from the Add Guest To Traffic Log menu button, click Manage Up List. A popup with a list of Salespeople is presented. Click the red X next to their name. The Salesperson's name now has a green check mark next to it as well as the time they checked-in. Whomever entered the Dealership first is pushed to the top of the Salesperson drop down. 

• Note: if in the Administrative screen Showroom Configuration->Up List Rotation, the Unavailable Reasons are checked, if the Salesperson hasn't completed the tasks associated with the checked Unavailable Reason, the Salesperson's name remains in red with the time they checked in next to their name. When the Salesperson completes their tasks, then will their name appear, at the bottom of the list, in Black font.  

Application

Leads: 

• Work Plan -> My Leads ->Removed the tab. Everything is now contained under the Lead tab. 

• Leads has been divided into four tabs:

  • New Leads - New leads and leads with no contact (still bolded) are considered new. 

  • Unsold Leads - All leads that have been linked to a customer/prospect and are not yet marked as Sold/Lost will appear here. 

  • Lead History - This allows users to find all leads based on a selection using the calendar options. 

  • Lead Stats - Lead KPI's. 

• Response Time - New column on the Leads tab Resp Time which is based on the first contact history attempt.

• Right click on a Lead and click View Details. This shows the information that is displayed in the Lead Details window.

Resolution

• Leads Tab - Report of the Status drop down to not work on the first try. To get the the list to function, the user would click the list, click away, and then click the list again to load and to save the selection. The focus on the dropdown now works on the first try. 

• There was inventory being displayed in the vehicle interest screen that should not have been there. The issue was due to inventory. DealerMine goes back and pulls inventory that has changed in the last 7 days. So if there has been no change for the last 7 days, DealerMine didn't pull it. This issue has been resolved. 

• There were reported issues with customers without vehicles that have been contacted and have closed ROs. These vehicles are some how being removed from the customer's file and are attached to their in-house account cx 1001. The issue was due to the DMS not returning a full service vehicle download. This issue has been resolved.