Version 6.2 - 06/23/16

Service & Showroom CRM

Enhancements

1. User Access based on Operational Hours

2. Remember Language Setting

Service CRM

Enhancements

1. Conflict Icon for Maintenance Configuration

2. No Email option (add new customer/prospect)

Showroom CRM

 Enhancements

1. Workplan Followup Tasks automatically being marked as "Showed"

2. Showroom Leads (mark as completed)

3. Rapid Leads

4. Work Plan tab Print button

5. No Email (adding Prospect)

6. Replying to Showroom Leads

7. No Email option (add new prospect)

8. Worksheet (Traffic Type on Media Source line)

9. Worksheet Flow change  "Media Source/Traffic Type"

10. Disable Sold/Lost button on Unsold Indicator

11. Followup Reason and Duration Rapid (Rapid Stores only)

12. Showroom Lead Icon (Desk log/Pending Guest tabs)

13. Sales Merge Options

14. Sales Merge no longer a Media Source

15. Sales Followups from the Desk Log

Desking

 Enhancements

1. Notes section in Desking screen

2. Finance Lender list will default to "All"

3. OEM Package/Accessories Display options (New and Used)

4. Modify a Trade

5. Applying Cash Down

6. Multiple Rate popup

7. Printing a Worksheet (no values)

8. Incentives popup

9. Displaying Lender Name

10. Cost of Borrowing for Lease and Retail

    1. Custom Mileage

11. Warning Flag (Invalid Incentive/Payment options)

12. Security Deposit

13. Add New Trade screen improvements

14. Front Gross Breakdown

Telephony

Enhancements

1. Multiple users using one Voice File

2. Telephony new number for recording a Voice File

3. Voice Files (Outbound & Inbound)

4. Default Location

 eService

Enhancements

1. eService Selling Lines (editor)

2. Validating a vehicle not on file

3. Vehicle Model Variation List (Hyundai dealerships only)

4. Specific Pricing Changes

  Reports

Resolutions

1. Key Report 4.1 (display Lost and Sold separately)

2. Appt Booked and Appts Showed (Showroom reports Leads & Traffic Analysis)

3. Lost Sales by Advisor Totals

4. 3 New Sold Vehicle Detailed Reports

5. Telephony Billing Report

6. New column in Account Manager Summary report

Fetch

 Enhancements

1. New Suggested Query (Texting)

2. New Fetch field "Axle#"

Service & Showroom CRM

Resolutions

1. In the Traffic Log tab we have removed the sub tab "Worksheet Log" as this tab is no longer needed.

2. When sending a Test email from the Email Template screen users were getting an error message.  This has been fixed and is working correctly.

3. We have change the Audio Player on the Call Log tab for Telephony users, now you can click on the play icon and it will play from start to finish without any stops in the audio.

4. There was an issue where users were going into the Customer Information screen and they were getting an error message and the Contact Types tab was not loading.  This is now fixed and working correctly.

5. There was an intermit issue where users were not able to Delete or Update a "No Show".  This has been fixed and is now working correctly.

6. For better viewing when in the Work Plan the Booked By and Employee column has been moved and is now located before the Comments column.