Version 5.9.2 - 02/11/2016

Service & Showroom CRM

Enhancements

1. Store Setup - Phone numbers, website and logo

Service CRM

Enhancements

1. Add Vehicle Model (ADP only)

2. Edit/Create New Survey (disable submit)

Fetch

 Enhancements

1. Fetch for "Recalls"

Showroom CRM

 Enhancements

1. Showroom Leads Change Source

   1. Starting Parameter for Unsold Automated Workflow

   2. Include Future Followups for Unsold Automated Workflow

   3. Sales Merge Changes

   4. Contact History for Unsold Recycle

   5. Vehicle Type Search (vehicle locate screen)

   6. Look Back (Unsold)

   7. New Columns in Vehicle Inventory

   8. Assigning Desk Manager

   9. Filter "Schedule" for My Unsold Traffic tab

Reports

 Enhancements

• 1. Inbound and Outbound separation for Key Report 4

  2. Key Report 8.1 change

 Service & Showroom CRM

Resolutions

• 1. When a user was creating a new Issue it was actually creating a duplicate and the user was not able to Edit/Resolve the Issue and the screen would not close.  These issue were address and are now fixed.

1. There was an error populating at times in Maintenance Configuration > Maintenance Group when attempting to unlink an opcode.  This has been resolved.

2. When a user was creating a New Batch Query in Fetch and after Saving and the selecting in Tools to "Send to Batch" it was not taking the user to the Batch Contacts tab in the Templates & Batch Setup screen.  This has been fixed and is now working correctly.

3. There was an issue where the EmpNo was not being added to the comments when booking an appointment.  This has been fixed and a change was made to add the reservationist (booked by) back into the comments they are being removed by the user.