Service Enhancements & Resolutions
Enhancements
1. A scroll bar has been added to the Status drop down menu for Voice Messages in the Telephony queue, so users are able to see all the options.
2. To bridge the gap between ACs and the Parts department that handles the Sprods at the dealerships, users with access can now send notifications on Spords. There are times when customers are called on a part but they have already had the work done, this situation would be the time when a Spord notification would be sent. When a “SPORD” indicator is opened from the customer’s Profile a “Send Notification” button will display in the upper right corner of the popup. When clicked it will popup the “Send Notification” popup will open and display the customer name, customer number, Store/Branch name, Spord number, advisor name and part information. At the bottom of the popup uses will select who will get the notification. Once the notification is sent the user selected will get a notification and the information will also display on the Appt Prep tab under SPORDs.
When a notification is sent out it will be recorded on the Contact Hist tab of the customer's file and recycle comments will be display as "Email-Call presented - SPORD Prep Notification"
Once a SPORD notification has been sent they will display on the Appt Prep tab for the user. By selecting "SPORD" from the drop down and the information will display on the grid.
3. A new graph has been added to the appointment schedule in list view. The graph represents availability by time slots.
Green - The time slot is at 75% availability; for example, if there's 4 time slots only one has a booked appointment
Yellow - The time slot is at 50% availability; therefore, book with caution
Red - The time slots are full. The coordinator is unable to book for this time slot
4. On a Merged customer profile users will now see an blue orb with an “i” by Spord tab on the Parent file if there is a SPORD attached to the Child file.
5. When sending an option on a customer’s file DealerMine would not permit a second option to be sent. Now when an option is sent a second one can only be sent from the customer’s profile. When the SMS button is clicked a popup will display letting the user know an optin has already been sent and will include the date and time, at this point the user will need to click Yes or No.
6. Quorum - users now have the ability to show open RO’s on the Appointment Schedule by going into Store Spedification setup screen and checking "Show ROs on schedule" check box.
8. Quorum -more details have been added to the WIP indicator popup on a customer's profile. Users will now be able to View:
Advisor
RO Dates
RO No
Department
Work Date
Status
Op codes
Resolutions
When on the Appt Sched in Review mode and correcting an appointment, DealerMine was taking the user to the customer's profile screen instead of staying on the appt sched. This has been resolved.
There was an issue with DIS users when the Customer name was only in the "Other Name" field and users were not able to click on the name to go to the Customer information screen. This has been resolved and the Other Name field is clickable when on the profile screen and will take the user to the Customer information screen.
This change is for every DMS that is able to edit customer information in DealerMine.