BDC Release Notes

August 2020 V 9.2.4

Service Enhancements

Enhancements

1. Users are now able to embed images in emails. To embed an image in an email click insert image and click the file explore button then select an image from your computer.

2. We have improved the Appointment Schedule Legend when in Skill View to now only display a unique appointment count. Before we would count each skill as a different appointment even though it was one appointment booked in multiple skills.

Resolutions

There was an issue when minimizing the email window and then reopening it the screen would be blank. This has been resolved

DMS Enhancements

1. PBS - DealerMine now displays SPORD info on appointments that have SPORDs attached

2. Xsellerator - DealerMine will now pull CWI information for opcodes from the DMS so when booking an appointment the correct CWI will be automatically selected based on what is set up in Xsellerator.

Xsellerator Quote Integration

DealerMine has now added Quote integration for Xsellerator customers!

If a customer has an active quote on their account you will see a Quote indicator in the bottom left of the customers profile.

Clicking on the Indicator will open up a window that allows the user to view all non-expired Quotes attached to the vehicles on the customer profile. With the following information:

The vehicle the Quote was created for
The date and time the quote was created
The quote number
The quote opcode and description
The total price for the quote (excluding expired lines)
The price quoted on each line
When the line will expire

Under appointment history we now also display quote history! Just select Quotes from the drop down.

Users will be able to see Quotes for all Vehicles or the Selected vehicle. This tab will display:

The vehicle the Quote was created for
The date and time the quote was created
The quote number
The quote opcode and description
The total price for the quote (excluding expired lines)
The price quoted on each line
When the line will expire, if the line is expire and if the line was already added to a service appointment

If the line has not expired the expiration date will display under the price in a yellow box

If the line has already been booked on an appointment the appointment number will display under the line price

If the line has expired the date the line expired will appear in a red box under the price of the line

Resolutions

Xsellerator - There was an issue when booking an appointment the tech group was not pushing over to xsellerator correctly causing technicians to get overbooked. This has been resolved.

POGA

1. We have updated the Answer rates for POGA when a dealership is closed on a holiday it will no longer negatively impact the Answer Rate.