General Notice:
This update release is scheduled to occur on the morning of February 9th, 2021.
Bug Fixes
CRM Issue - Error When Printing Starter Pack HD-46233
CRM Issue - sorting list error HD-45064, HD-42063, HD-44408
CRM Issue - Follow up reason missing from Customer Follow Up category HD-45064
CRM/OLAF: Issues with app take, Sold metrics
CRM: Low Balance leads stuck in Customer Follow Up category HD-43281
Forms Release:
F11100-CT Notice of Default and Intent to Repo – Affects CT locations
F11100-CT Notice of Default and Intent to Repo was modified to correct the letter heading and update text/variables.
F11100-CT-ESH Notice of Default and Intent to Repo – Affects CT locations
F11100-CT-ESH Notice of Default and Intent to Repo was modified to correct the letter heading and update text/variables.
F11100-LA Notice of Default and Intent to Repo – Affects LA locations
F11100-LA Notice of Default and Intent to Repo was modified to correct the letter heading and update text/variables.
F11100-B-LA Notice of Intent to Repossess Backoff – Affects LA locations
F11100-B-LA Notice of Intent to Repossess Backoff was modified to update text/variables.
11100-MO-2-Notice of Default Intent to Repo – Affects MO locations
F11100-MO-2-Notice of Default Intent to Repo was modified to correct the letter heading and update text/variables.
F11100-MO-1 Notice of Default and Intent to Repo – Affects MO locations
F11100-MO-1 Notice of Default and Intent to Repo was modified to correct the letter heading and update text/variables.
F11100-MA Notice of Default and Intent to Repo – Affects MA locations
F11100-MA Notice of Default and Intent to Repo was modified to update text/variables.
Looker - New Dashboard
A new dashboard is being released called the Sales Stack Ranking. The Sales Stack Ranking dashboard showcases the top performing dealerships in Net Sales, Total App-to-Lead %, Sold-To-Approve %, Backoff %, Non-Internet Lead % and Top Tier 3-4 Gross Sales. Additionally each category is weighted and ranked to compare your location’s performance against other locations across the enterprise.
How the Total Rank Points are calculated: (Net Sales Rank * 2) + App to Leads % Rank + Sold to Approve % Rank + (Backoff % Rank * 0.5) + Non-Internet Leads % Rank + (Tier 3-4 Gross Sales % Rank * 2)
Lowest Total Rank points is ranked as #1 Overall.
You will find the Sales Stack Ranking under the Sales section of Looker.
Discover Update: Credit Bureau page has been enhanced to help address missing Bureau PDF’s. In some scenarios where an Equifax Bureau is not produced, it is the result of invalid entry of Customer data. We have attempted to isolate this type of error and have added a user feedback note on steps to take for correction.
ILev Update: The iLev “Tag an Interaction” sort function has been enhanced to separate Active accounts from Paid Off accounts. Currently, ILev does not have a “Paid Off” Status so accounts with No Balance still show as Active. The enhancement adds the Status of “Paid Off” so when sorting, only Active accounts with a Balance will show as Active.
If you have any questions please reach out to your Franchise Consultant or submit a request through the Service Desk.