Version 5.1

Release Date - March 31, 2015

Service & Showroom CRM

Enhancements

1. From Email Flexibility

We have added a "From Email" drop down when composing new emails, which will contain all email accounts the logged in user has access to.  This new feature provides more control for the user now having the decision to choose a from email if they have access to more than one account.  This will come in handy if you work for a multi-store dealership or have multiple email accounts on a single store dealership.

2. Calendar Invites 

We are now including the standard appointment.ics invite on all service confirmation email templates as well as all immediate appt booked notifications sent through DealerMine, where the "Appt Date" and "Appt Time" merged fields are being used.  This will allow the recipient the option to click to add an event to their default calendar.  More info...

Service CRM

Enhancements

New Report: Service

Reports - Service - Appointment Lists - Appointment Schedule Detail by Team

We have added a new report view for service appointments which will reflect your team view in the Appointment Schedule, listing all appointments organized by service team.

Showroom CRM

Enhancements

1. Traffic Log - Post Functions (from Traffic Log or Traffic Log Hist on Profile)

If a post function is setup to initiate the "Trade Appraisal" screen and a trade has already been entered for that Traffic Log entry, we will now display the trade that was previously entered.  The user still has the option of adding another trade, but we will pull in any trades entered prior to completing the sales step with the post function for Trade Appraisal.