Service Enhancements
Enhancements
Aux State/ Push to call
We have improved Telephony to now include aux states!
DealerMine now has the ability to create custom Aux States for Telephony enabled dealerships. These Aux states coincide with our new push to call feature which will push inbound calls directly to the next available agent!
Aux States give the ability to customize After Task Work (Tasks can be calls, emails and texts) and help increase productivity and answer rate.
What the user will see
When clicking on the green phone when logged in to telephony the user will get a drop down with the Aux States that were created.
Green Aux States indicate the user is in a ready state to make or take calls. The arrows can be either red or green.
If both arrows are green that indicates the user can make inbound and outbound calls
The green arrow pointing up means the user is able to make outbound calls. The red arrow pointing down indicates the user is unable to take inbound calls when in this state.
The red arrow pointing up means the user is unable to make outbound calls. The green arrow pointing
The yellow aux states are timed Aux States.
When selected a countdown will display under the users phone and the phone will be pulsing (after call, text, and email work will also display like this)
The red Aux States indicate a reason the user logged out
Resolutions
There was an issue where voicemails were not linking on the first try but were the second time they were linked. This has been resolved.
There was an issue when in Skill View on the Appointment Schedule where the max appointments for the skill would not display until there was an appointment booked for that skill. This has been resolved.
There was an issue during our nightly download which caused the SPORD calls to be removed from the Call Select screen. This has been resolved.
There was an issue where users were unable to confirm eservice appointments due to the length of the opcode description. This has been resolved
DMS Enhancements
DealerBuilt - When adding a vehicle to a customer DealerMine now validates that the customer exists within DealerBuilt
Xsellerator - We have added the ability to book quotes within Dealermine. This can be done from within the Quote indicator on the customer profile or from within the Book Appt screen when you click the Action Button. Simply click the checkbox at the beginning of the quote, then click the calendar icon to add the quote as a line on the appointment. A user will have be granted permission to do this.
Note: Once a quote has been booked, if the appointment is cancelled, the quote will not remain. A new one will have to be created at the store level.
Xsellerator SPORD
For Xsellerator stores only, we have added the ability to book appointments from the SPORD indicator on a customer file.
Clicking on the Spord Details indicator in the Received Spords pop up, will open the book appointment screen, where another indicator will display indicating there is a Special Order Part in stock and the special order number for this customer/vehicle.
If you choose to use the book appointment action button instead, an indicator will display on the Book Appt screen as a clickable button that opens a pop up, providing you with the same SPORD details you would see as if you had clicked the SPORD indicator on a customer file.
You would then follow your dealership's standard procedure to add the line to the appointment.
We have also added a couple of new fields to the SPORD pop up; “Status” and “ApptDate”
In the Status field, as the name suggests, you will see one of 3 possible statuses of the part(s); Ordered, Received or Notified.
Note: Notified indicates that an appointment has been made. If the appointment is cancelled, the status will return to Received.
The ApptDate field will indicate the date of the Appointment the customer is/was booked in to have the part installed. It will be blank if no appointment has been scheduled.
These new fields have also been added to the Spords Hist Tab, and will display the same information as in the pop-up
The option to allow a user to book a Spord appointment has also been added in the User Setup Screen.
If you wish to allow a user to book spords, you can do so, but going into the User Set Up screen, clicking on their name, click on Book Appt V2, and checking off “Book Spord”
Resolutions
Xsellerator - There was an issue where users were getting an error when updating an appointment that had multiple notes attached to it. This has been resolved.
Reynolds - There was an issue with Toyota Reynolds where it was not selecting the default opcode when clicking on the shopping cart in the recommended maintenance section. This has been resolved.