BDC Release Notes Feb 9.1.7

Service Enhancements & Resolutions

Enhancements

1. When booking an appointment in DealerMine the Link icon will display whether the opcode is linked to a Maintenance group or not, so it was hard to distinguish between a linked and unlinked opcode. Now to make it easier a “Linked opcode” will display in grey where an “unlinked opcode” will display in red.


Resolutions


Users now have the ability to quickly rebook an appointment to another branch by click Edit Appointment, choosing a different branch from the drop down in the Book Appt form and clicking update appointment.


When using Telephony to make Outbound calls there are times when a user doesn't have access to the voice files for the branch they are calling for. In these cases they will get the following errors in the "Call Pop."

OR

When there are no voice files but the Branch for the Serial number and Caller ID are the same, users will be presented with the following message. Message will display the Branch name of the Caller ID.

"There are no voice files or you need permission in the Telephony setup screen for “Branch Name"


When there are no voice files but the branch for the serno and Caller ID are different this message will be shown with the branch name of the serno. The user will also see message #1 with the branch name of the serno.

"This vehicle belongs to a different branch than you are calling for "Branch Name"

AND

"There are no voice files or you need permission in the Telephony setup screen for “Branch Name"


A “Refresh” button has been added to the Queue popup for DMBDC users. The Refresh button will display a time in which data has been last synced, so when a user clicks the Refresh button it will refresh to get the latest data that has been synced.

When working from the Appt Sched and a user has selected to “View Tech Schedule” from the drop down, the message “DealerMine has located __ new technicians. Click here to setup these techs.” will only display for users that have access to the Technician Setup.

To give access User Setup > User Access > Admin Screen >Technician Setup


When a Text optin is sent and the SMS bubble display in yellow, the SMS yellow bubble will be disabled to ensure that another text optin does not get sent.


In the Customer information screen under the Contact Method tab DealerMine has changed the section "Email Preferences" and "Automated" to "Automated Type" and "Automated Method". When checked or unchecked these settings will affect automation for Voice Drops, Email, and Text.

  1. Automated

    • Maintenance turns off all automated Maintenance jobs for customer.

    • CSI turns off all automated CSI jobs for customer.

    • Confirm turns off all automated Confirm jobs for customer.

    • Sales turns off all automated Sales jobs for customer.

    • Fetch turns off all Fetch campaigns for customer.

  2. Automated method -

    • Auto Calls/Voice Drops turns off all automated Voice drops for customer.

    • Batch Emails turns off all automated Email jobs for customer.