Version 3.2.2 02/04/2014

Administration - 

• • User Setup - Admins can now add two phone numbers to the Work Number field; for example: 1-888-650-3399 or 650-1234 

• Leads Assignment - has been moved from Administration -> Showroom Configuration to Administration->Email Setup->Showroom Leads.

  • price to the customer. To Use Specific Pricing, click Administration->Maintenance Configuration->Description & Pricing.

  • The setup function which turns on the feature to Show DMS Contacts under customer information is now available. If the function is turned on, the user will know a DMS contact type is turned off by viewing the Profile screen. If the user views a yellow check mark  displayed beside a contact method, it means the contact type is turned off in the DMS: i.e. yellow check mark beside Home, Cell, Work etc. To view this option, go to the Administration Screens->Store Setup->Store Setup.

  • Turn Off Management - Turn Offs tab has been moved from the Recycle Setup screen to Turn Off Management screen. It allows auto-groups to manage and customize Turn Off Codes and monitor turn off usage. It also has the functionality to turn customers/vehicles back on. 

  • Appointment Schedule: Store Specifications - When booking an appointment, Dealerships were requesting to key in their own OpCodes Hours instead of the Est Time (from the DMS). DealerMine now has a setup screen for Book Appt Using Actual Hours or Average Hours. The difference between the two options: Actual Hours is the hours the user keys in the Book Appointment Form (or information that is returned from the DMS if the information isn't entered by the user); and, Average Hours is the hours that DealerMine calculates. 

  • Email & Texting Templates - Manage Template Setup - since texting works a little differently for Advisor roles, with the selection of Texting and Service Drive, more than one template can be added for this option. 

  • Maintenance Configuration: Maintenance Groups - instead of all OpCodes for every store and branch returning on a search, the user can now search by Store and Branch.  

Book Appointment Form -

• User can now push OpCode Average Hours instead of Estimated Hours. To implement this function, go to Administration->Appointment Schedule->Store Specifications-> Book Appointment Using. 

Email -

• When a reply comes in from a sent email, it displays who originally sent the email. The Employee ID number displays in the Subject line, and the Username column populates with the user who originally sent the email and remains blank if there was no reply.

• All buttons from the top of the inbox have been removed and only now displayed are only New and Reply. Reply contains a drop down that displays:

  • Reply 

  • Reply All 

  • Forward 

  • Print 

  • Delete 

  • Mark as Read 

  • Mark as Unread 

  • View Profile 

  • Move To

• BCC has been added to the DealerMine email application. 

Reports - 

• In the reports, the user can print the Appointment Schedule, but it didn't reflect the time that the appointment was actually booked. The Appointment Schedule now shows the booked date and time. 

Leads - 

• Unlink Leads: If a user links a lead to the wrong customer file, the user can now unlink the lead. To use the Unlink function, from the Leads tab, select a lead that has been linked to the wrong customer file and right click. Select the option Unlink Lead to remove the link. The Lead now populates the New Leads tab, and the action is recorded inContact History.

Fetch - 

New Fetch Columns: 

• RoClosedDate and RoLineCount have been added to the Appointment History schema. These columns will be useful to retrieve a list of all one line RO's  that have been closed out. For example, if a user would like to know within a set time frame how many LOF changes were completed along with other maintenances, the user could use a query similar to: RoClosedDate = 01/24/2014 and RoLineCount > 1 and OpCode LIKE LOF. Ensure that a date of some kind is included in the query since the columns could pull thousands of records. 

  • ContainsSernoPart queries the serial number or parts of the serial number, and returns the VINS with the characters in the specific placement specified by the user. This works the same way as the maintenance schedule setup screen. The user can add ?,_, or * in place of characters in the VIN that will not be searched. For example, ContainsSernoPart(???????4???????) = Yes.

  • ROI type Sales/Service - When creating a campaign, users can select the radio button Sales or Service and the ROI Type will update on the Fetch ROI Report. Also, for campaigns that have already been sent, the user can go to the Campaigns tab in Fetch, select the ROI Type drop down, and the campaign will update accordingly on the report. 

Resolution:

Recycles - 

• Some users were reporting that recycles in Contact History and the Name Tab were appearing twice in the Recycle list. This was not an issue. This is what was occurring: the customer call In. The user inquires on the customer. The user books an appointment. What appeared to be a duplication was if the user chose to "Stay on Customer", go to the customer profile, and then manually recycle for the maintenance call then what appeared to be a double recycle would appear in Contact History and under the Name Tab. Users can recycle as much as they want. This is not prevented. The reports are not affected due to the fact that the recycle only appears once on the report, and now the recycle will only appear once in contact history. 

Add New Vehicle - 

• Some users were stating when the menu command button Add Vehicle was selected, and a VIN was entered in the Search field of Add New Vehicle, the VIN decoded properly and all fields populated, but when the vehicle is added to the profile, the Vehicle Description wasn't displaying. This issue has been resolved. 

Search -   

• When inquiring customers from the Customer Search screen, records were not returning. This issue has been resolved, and now when searching, the applicable customer records are returned for the fields entered, and the search screen is populating much quicker. 

Reports - 

• Users of the "Maintenance, Confirm, NoShow Recycle Counts" report on her Dashboard (Curry Honda). Although, she does have Maintenance, Confirm, NoShow on Key Report #4 (Contact Analysis) for the current day. Also, noticed that Misty is setup as a BDC Mgr and the other users showing are BDC Reps? Modified the dashboard stored procedures for the recycles to include type 5 as well as 4 and 6. This is out in production and working right now on Curry.

Transportation Codes

• Users were noticing when selecting a Transportation code from the Book Appointment form that the code selection didn't matter, it would default back to Waiter. This issue has been resolved. 

Email - 

• Users were noticing that some sent emails were showing in Contact History multiple times. It's been surmised that this was an issue with the user hitting the Send button multiple time. For the selected email, a fix has been put in place where the Send button can only be selected once and then it's grayed out. 

Recycling and Time Stamp Issue - 

• When recycling out customers and looking at the time stamp under the Name tab, it was displayed the wrong time for the Recycle. This issue has been resolved.

Showroom

Administration - 

• Showroom Configuration: Portfolio Protection - This function safeguards a Salesperson's Portfolio-of-customers if the contact requirements are being met. Set the parameters on this screen for the next customer-contact-date: i.e. if Unsold-Customer contact must be made within 30 days of last contact, select 30 and days from the corresponding drop downs. 

Profile - 

• Watchlist and Saved Searches : + sign has been added to these tabs so the user can quickly save to the customer's Watchlist and Searches.

Opportunities - 

• Opportunities tab has been added! Opportunities has three sub-tabs that contain vehicle interests and potential trade information interested buyers have provided to Salespeople.  The tabs are left to right as follows: Watchlist, Saved Searches and Trades.

Trades-

• The vAuto system is a way to price, appraise, and stock for pre-owned vehicles. Users can select a customer's existing vehicle, enter a VIN, or manually enter the car's description to receive an estimate much the same way as using Blackbook. 

Leads - 

• Unlink Leads: If a user links a lead to the wrong customer file, the user can now unlink the lead. To use the Unlink function, from the Leads tab, select a lead that has been linked to the wrong customer file and right click. Select the option Unlink Lead to remove the link. The Lead now populates the New Leads tab, and the action is recorded in Contact History.

Traffic Log -

• To make it easier to sort through the All Guests tab, grouping has been added. The user can group by: Traffic Type, Status, Salesperson, Media Source or Department, and the All Guest grid displays accordingly. 

• Traffic Stats: Added for easy viewing of the Steps To Sale is a pie-chart displaying the Steps to Sale breakdown. 

Followup - 

• When a user completes a workplan task, a check box has been added labelled "Add New Followup". If it's checked, after the user hits SAVE, the Add Followup screen is presented allowing the user to create another Followup. The check box is present when the user Recycles a Sales Schedule task or completes a Followup. 

Portfolio -

• My Customers -> Repeat Buyer Column: Next to the Star column is the Repeat Buyer icon. This icon displays a number in the center to indicate the number of deals in purchase history. This helps to flag customers who are repeat buyers (not necessarily from the same SP). This column can be sorted. The VIN is only counted once eventhough there are multiple deals with the same VIN. The only instance where a VIN is counted twice is if the vehicle was leased by the customer and then purchased. 

• Likely to Buy-> To help Salespeople find customers that are ready to purchase a vehicle is the Likely to Buy rating. Predicting the likelihood of a customer to buy is only available to Dealerships who buy Equity/Showroom. All Likely to Buy Customers have a thermometer icon (with green levels) who are in a position to buy in the near future with three levels of intensity. The thermometer fills up higher for each level of intensity.  

Up List -

• Some Dealerships requested the ability to assign Ups to Sales Representatives regardless of their status: i.e. active or inactive (if inactive, the sales rep displays in red), so a new function was added to the Administrative screens. If a Dealership opts to use the Up List and has the Past Due Followups and/or Pending Guests checked, and due to these restrictions a Salesperson becomes Unavailable, the user (spotter) can now assign Ups to the unavailable sales person if the Allow Traffic Assignment when unavailable is checked. The sales person is now assigned Traffic regardless of their status.

Fetch -

• To refine a users search for customers that are in a buying position, the following functions have been added to "Likely to Buy", "Likely to Buy Predicted Buying Date" and "APR".

Vehicle Locate -