BDC Release Notes

June 2021 V 9.3.4

Service Enhancements & Resolutions

Enhancements

We have improved the process for the AutoCan Body Shop users, in that when a call comes in, and the user is required to add a prospect file in DealerMine, the users will be taken to the new prospects profile page upon saving their information, whereas previously they had to search for the prospect they had created.

Also for the AutoCan Body Shop users, now when a call comes in, and the user creates a new prospect file, the telephony call will be associated with the new file.

We have improved booking with package opcodes, in that when a package is booked either by manually inputting the opcode, or selecting it from the service menu using the shopping cart feature, all services that are included in the package will change from “NotOffered” to “InPackage”

We have made a change when the Show Avg. Lbr Grs & Sales is not selected in User Access, it will no longer display at the top of the service description pop up screen. Previously it was only removed from view on the call select screen and from the recommended services menu on a customer profile.



When booking an appointment in DealerMine and selecting Service from the Recommended Services, each service will show as Accepted in the Recommended Services.


If a user goes back to the appointment and deletes one of the services that service will show in the Recommended Services as Removed, it will remain as Removed until the appointment is closed or deleted, then will display as Not Offered.



We have made a change in how the texting templates display when a text is double clicked and responded to from the Texting tab instead of the customer file. Previously, we would remove the merge fields as the system can not determine the correct information from this screen to populate them. Now, the merge fields will remain in the templates, as an indication to the user, that these fields will manually have to be filled in.



We have improved how the Key Drop row displays in the appointment schedule when viewed by Skill. Previously, all Key Drop appointments would display only in the first column. Now they will display under the skill the appointment is booked for.



Resolutions

  1. There was an issue where the Key Drop line was not being displayed on appointment schedules that had intervals of 60 minutes. In this case, the Key Drop time must be set at the top of the hour, otherwise the slot will not display on the schedule.

  2. There was an issue when users Activated/Deactivated a customer in Dealermine, in that the timestamp of the action was recorded in Atlantic time, instead of the Dealership’s time zone. This has been resolved.

4. There was an issue in how the opcode control pop up was displaying. This has been resolved. It will now appear with the proper indicators of when an opcode can be booked.

DMS Enhancements & Resolutions

Enhancements

  1. There was an intermittent issue where Xsellerator users were unable to use the shopping cart feature when booking an appointment. This was due to the MMC code for specific services being longer than expected. This has been resolved.

  2. There was an occasional issue in Dealerbuilt, when a user edited an appointment, the appointment would actually delete instead. This has been resolved.