August 16th, 2022 Release

General Notice:

This update release occurred today on the morning of August 16th, 2022.

Forms

Form - Retail Installment Contract Updated - Affects All Locations

To avoid confusion and ensure compliance with Regulation Z, when contracting for payments on a semi-monthly schedule, the section of the Truth-in-Lending Disclosures in the Retail Installment Contract titled, “When Payments Are Due” will be disclosed as follows: When Payments Are Due: semi-monthly on 15th day and last day of each month, beginning xx/xx/xxxx.

D365

Bug Fix - D365 Issue | Records with Apostrophe in AccountNum field in Vendors table is causing vehicles to be stuck in a Recon status in Discover > Vehicle Module

Fixed issue where submitting an invoice with an Account Number containing an apostrophe was causing the duplicate invoice error message to appear.

CRM

CRM Enhancement | Make Application Type Mandatory on Application > Needs Analysis Page

Added functionality to the Application > Needs Analysis page so that an Application Type (in-person or over-the-phone) is selected prior to selecting the “Complete Application” button.

To access: Log into CRM > select Dashboard from the Dashboard dropdown > search or select Lead from Lead Book > from the Customer Profile page, click on the Application tab > after completing the application, go to the Needs Analysis tab

CRM Enhancement | Add a Tooltip that Displays the CustNum and SaNum with a Mouse-Over on the Customer's Name in the Lead Book and Appointment Calendar

Added functionality to the Lead Book and Appointment calendar so that a tooltip containing the Customer Number (CustNum) and Sales Attempt Number (SANum) are viewable upon a mouse-over of the Lead’s name.

To access: Log into CRM > select Dashboard from the Dashboard dropdown > hover over the name of a Lead from Lead Book or the Appointment calendar

Example from Lead Book

Change Advisory Board Meeting (8/12/2022)