Service CRM Enhancements & Resolutions
Enhancements
When booking an appointment in eService, the Recommended Service will now display in alphabetical order. This list will be based on the Names/Nicknames of the Maintenance groups setup in Dealermine.
2. When booking an appointment in eService, we have increased the amount of characters for the Advisor drop down from 15 to 50 characters. This will allow the full Advisor name to now display.
3. A new fetch field “NoOptinSent” has been added to the Source Customer Vehicles. This new field can be ran two different ways:
NoOptinSent = Yes - returns customer files that were never sent an Optin text
NoOptinSent = No - returns customer files that were sent an Optin text, even if they did not reply to the optin.
4. A Fetch field “ValidCellPhone” has been added to the Sources:
Customer Vehicles
Appointment History
All Customers
Recall
Showroom Leads
Declined Deferred
Service History
Import Data
Showroom Prospects
“ValidCellPhone = Yes, will return all the customers that have a valid cell number.
“ValidCellPhone = No, will return all the customers with an invalid cell number.
The ValidCellPhone field will also display in the Configure Fields popup, so users can add or remove the column from the grid.
A valid cell number will have 10 digits.
605-555-2222 - valid
555-2222 - invalid
Resolutions
There was an issue where opcodes linked to transportation types were showing as duplicated on the details tool tip on the appt schedule, but were not duplicated on the appointment. This has been resolved.
There was an issue on the Appointment Schedule, where the Key Drop line would not display if the interval was set to 60 minutes. This has been resolved.
There was an issue where some customers were showing as being associated with the wrong branch in Dealermine. This has been resolved.
For customer using Office 365, users were getting and error when sending a Confirmation email to a customer, this was due to the appointment.ics file that is automatically attached to this email not being attached to the Microsoft Outlook account properly. This has been resolved.
There was an issue where the Appt Schedule was not loading properly when the appointment comments was greater than 2000 characters. This has been resolved.
There was an issue when a user opened the "Stats" on Completed Fetch Campaign, no data would display. This was caused by a temporary table not having the same number of Maximum characters as the actual table. This has been resolved.
There was an issue when pulling CSI contacts from the Call Select, some of the customer files were also displaying a WIP indicator. Our logic to determine closed work order for PBS was improper. This has been resolved.
Recall customers were not being recycled when a text was sent to them. This was caused by the contact not being removed from the recall contact list table when sending a text message. This has been resolved.
When a customer deleted an appointment using eService, the appointment was not being deleted from the DMS. This has been resolved.
There was an intermittent issue where users were getting an error when trying to run Key Report 4.4 - Contact Analysis, by Appt. Coordinator. This has been resolved.
There was an issue where Telephony users would be on a call with a customer and the call would drop and disconnect, this issue is caused by a setting in the browsers “Sleeping Tabs”. When this feature is active in the browser it will cause the browser to become inactive when it does not detect any activity in a specified time frame. The browsers Edge and Firefox have an option where users can turn off this feature and then set a time from the drop down that will inactive the browser when that time is met Unfortunately Chrome does not have the option to turn this feature off. To have this option turned off for Edge or Firefox see your IT dept.
DMS Enhancements & Resolutions
Enhancements
Xsellerator - We have made a change in our system so users are no longer permitted to transfer a vehicle to another customer file if that file is marked as “Inactive” in both Dealermine and Xsellerator. If a user tries to add or transfer a vehicle to a file marked as “Inactive” in Xsellerator they will receive an error message. "Cannot add/transfer vehicle to an inactive customer in DMS”.
2. Reynolds - When updating an appointment by changing an unknown vin to the vin on the customer file, once the Update Appt is clicked DealerMine will delete that appointment and create a new appointment and an Appt ID.
The Appt Hist tab will show a new Appt ID when the unknow vin is changed to an actual vin, if updating without changing the unknown vin, the appointment will just be updated.
Resolutions
Xsellerator - When reactivating a customer file in DealerMine it was not updating the status in Xsellerator. This has been resolved.
Sales CRM Enhancements & Resolutions
Enhancements
DealerMine has added Branching for Salespeople, rather than having one salesperson for a customer regardless of branch, now the customer will have a salesperson per branch. The customer will display on the Portfolio for each branch/salesperson.
*if a salesperson is no longer active it will assign to the last active salesperson, if they have not already been reassigned.
There are times when a Salesperson may have more than one employee number as a result they may not see all their customers for both of their employee numbers in their Work Plan or Portfolio. To correct this DealerMine has refactored the Store procedure to take this into account and will use the main employee number in the tables, and link their additional employee numbers to the main one.
3. In the Work Plan > My Fetch Campaigns tab, a new column has been added "DOB" (date of birth), the column is sortable, which will give users a fast and easy way to contact customers on their Birthday.
4. DealerMine's License Scanner app is now able to pull the license over to the Address fields in the Dealermine search screen when linking a license to a customer file.
Resolutions
There was an issue where users could no longer click on the # of Sold Vehicles in Traffic Stats to see a list of sold vehicles., also the # of Retail Deals (DMS) popup was opening blank. Both have been resolved.
2. There was an issue with after sales follow up and the ‘Send Emails from a Specific User’ option. showing missing users on sent emails. This issue was occurring when ‘Send Emails from a Specific User’ was selected, we were not considering if a salesperson was inactive or no salespersons at all. This has been resolved.
Now if there is no Salesperson or they are inactive we will use the User Name that is selected in the “Send Emails from a Specific User” section in the Sales Schedule Setup screen.