Service Enhancements & Resolutions
Enhancements
Eservice now as the option to send the confirmation through Text. In Eservice Configuration on the Options tab in the Email Online requests section a checkbox has been added for “Send Confirm Text after each online booking”. When checking to turn this Texting option on, a drop down will and the user will select what Store and Texting number they want the Appt confirmation text to come from. Users can select to have Email and Text options on or select one. When they are both on, an email and text will be sent to the customer to confirm the online appointment.
2. In the refusals tab users now have the ability to view Refusals by Date or Date range.
3. The Spord tab on a customer’s profile has been renamed to be “SPORD Hist” tab. This tab will now display all SPORD that have been ordered for the selected customer. 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
4. 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.
5. Recalls can now display 4 different ways on the Call Select screen, depending on how your dealership wants the Recalls to display you will see your Targets option display as 1 of these options;
Recall#
Recall# & Make
Recall# & Year/Make
Recall# & Year/Make/Model
6. 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.
7. Quorum- for Quorum only users are able to link a Transportation code to a S.C. code, so when booking if a linked Transportation code is selected the S.C. Code will default to what is linked in the setup screen.
Resolutions
There was an issue when logging in to telephony the DID number was changing back to an old number. This has been resolved.
Did you know?
Did you know when logging out of Telephony, that in order to select a Make Busy reason you need to have contacts pulled from the Call Select. If there are no contacts pulled and you go to log out, DealerMine will not display make busy reasons and will just log you out of telephony.