Service CRM Enhancements & Resolutions
Enhancements
We have improved visibility in the Service Menu set up screen. Now when a Make is selected “All Models selected” will appear in brackets. If some models are then selected, the wording will change and reflect the # of models that have been selected. This was done as some vehicle models share names with other Makes. Example Mitsubishi Lancer and Dodge Lancer
2. We have implemented a brand-new feature across all databases called “Turn Off by Branch”. This feature is now standard DealerMine functionality, but only impacts those databases that have a branched setup. We now allow you to manage contact preferences at the branch level rather than the customer level, so you have more flexibility and control over which branches are allowed to contact customers and by what methods.
If a customer calls branch 1, for example, and asks to no longer receive emails, you can turn off email for branch 1 without affecting the other branches' ability to send emails.
There is a new drop-down menu under the customer’s name, to identify the branch information being displayed. Simply use the drop-down to change branches if needed.
For customer profiles belonging to a branched store, the customer information screen, will now look as follows:
(Branches will be displayed based on user access)
It's important to be sure that the contact preferences being displayed are the ones for the correct branch based on the customer. Anytime you access a customer profile via an inquiry with a branch attached, we default the profile drop-down to the correct branch.
Note: When using the Search screen, we highly recommend double clicking on the vehicle in the bottom portion of the screen, as this will default the customer profile to the correct branch based on the VIN selected. If you choose the customer from the top portion of the Search screen, you will default to the first branch the user has access to.
For more details click here
Use the drop-down to switch branches if needed.
Resolutions
There was an issue with branched stores using turn off by branch where the branch drop down was defaulting to branch 1 after contacts were cleared from the call select screen. This has been resolved.
There was an issue where Appointment Prep notifications were being sent from the wrong email address, and as such users were not receiving replies. This has been resolved.
There was an issue where telephony steps that were not set loop, were continuing to play after the first loop. This has been resolved.
Online Scheduling (OLS) Enhancements & Resolutions
Resolutions
There was an issue when a recall was selected in Online Scheduling that the default time for the opcode was not displaying correctly in Dealermine. This has been resolved.
DMS Enhancements & Resolutions
Enhancements
Dealerbuilt - For Dealerbuilt customers, we have made the new secondary customer fields in the customer profile screen editable. Users are now able to add or edit secondary customer information on a profile and the changes will push to Dealerbuilt.
Resolutions
There was an issue with Quorum downloads, in that the Advisor and Technician fields were not populating in the Service History screen. This has been resolved.
There was an issue with Tekion where some opcodes were duplicating in the Service History. This has been resolved.
There was an issue with Tekion dealerships, in that appointments for Fleet customers could not be booked. This has been resolved.
There was an issue where users were unable to update Tekion customer files without having to recreate the file in the DMS. This has been resolved.
There was an issue where Fetch Campaigns were not displaying on the Call Select screen for Tekion stores. This has been resolved.
There was an issue in Tekion where Technicians were not displayed in the Technician configuration screen. This has been resolved.
Sales CRM Enhancements & Resolutions
Enhancements
We have removed the ability for users to delete Traffic Types and Media Source in the Showroom Configuration screen as it was causing issues. If a user needs a Traffic Type or Media Source removed they are still able to inactivate them.
There was an issue where the equity screen was taking a long time to load. This has been resolved.