February 7th, 2023 Release

General Notice:

This update release is scheduled to occur on the morning of February 7th, 2023. 

Deal Designer

Deal Designer - Preliminary Purchase Worksheet

Several fixes have been deployed to address issues/formatting for warranty locations. 

Deal Designer - Internal Roles

An issue has been corrected when a deal includes an internal roll upon transferring to CNAC. 

Discover

Discover - Sales Module Feature

As part of a new feature, there is now a link on the IQ page that will appear if there is a prior historical interaction with the customer. Clicking on the link will display a page with all the prior history based on the customer’s Social Security number. 

Change Advisory Board Meeting (2/3/2023)