Service Enhancements & Resolutions
Enhancements
1. Users are now able to edit and delete notes on the appt schedule that they did not create. This will be a user access option. When a note has been changed it will display as “Last Modified” and will display the date and user name of the person that performed the edit.
Users must be given access to edit or delete a appt schedule note!
2. In the Refusals tab users now have the ability to view Refusals by Date or Date range, they are also able to select a default Date range.
When a default is set the heart displays as red, when no default is set the heat will be grey.
3. When adding/editing a customer’s number in the customer info screen, DealerMine will require the full 10 digit number to Save. If trying to save without the 10 digits users will see this error message. The error message will display which number is incorrect Hone, Work Cell or all 3 as in the screenshot.
4. When a new customer profile has been created, Dealermine will automatically insert a record on to the Contact hist tab. The entry will display the Contact Type as "CustomerAdd" and the username, date and time the customer file was created.
5. The Spord tab on a customer’s profile has been renamed to be “SPORDs Hist” tab. This tab will now display all SPORD that have been ordered for the selected customer moving forward as of April 2020. If the SPORD has not been completed a green check mark will display at the beginning of line, if the Sport has been completed the green check mark will not display. The tab will have 12 columns;
SO Number - Special Order number
Ordered - date the order was placed
SerNo - Serial number of vehicle that part was order for
Advisor- advisor name of person that placed the order
ctrMan - Control number
Part - part name and number
QOrd - quantity ordered
QRcvd - quantity received
Received - date part was received
PO Number - Purchase Order number
Comments - entered by Service department
Description - entered by Service department
6. DealerMine now transfers SPORD information with the VIN. If a VIN has SPORD information attached to it and the VIN is transferred to another profile the SPORD information will display on the new profile only if the SPORD is still active on the file.
7. Dealerships are now able to customize how they would like the Recall Targets to display on the Call Select screen. There are 4 options to choose from.
Recall#
Recall# & Make
Recall# & Year/Make
Recall# & Year/Make/Model
8. We have linked Texting access to the book as user for DMBDC. Now when users log in with the correct book as user they will automatically have texting access.
Resolutions
There was an issue where if an AutoAdd opcode was inactivated, it would cause the Book Appointment screen to crash. This has been resolved.
Quorum - There was an issue where updating an appointment in DealerMine would push the appointment to Quorum with no appointment lines. This has been resolved.
Quorum - there was an issue where an error message would populate, and duplicate appointments would be created when adding a Recall campaign number that does not exist or includes special characters. This has been resolved.
Did you Know?
Did you know - When logging out of Telephony you must have contacts pulled in order to see the "Make Busy Reasons"