V 8.1 - Apr 25/18

Beehive Version 8.1

DealerMine CRM Enhancements & Resolutions

Resolutions:

  1. Replying to Emails - there was an issue when attempting to reply to an email in DealerMine. This has been resolved.

  2. Texting Stats - there was an issue with stats displaying zero for some stores, this has been resolved and stats should show properly.

  3. Lead Response Times - there was an issue where response times weren't always displaying in Beehive after the lead was actioned. This has been resolved.

  4. Attachments - there was an issue where attachments being added on a customer profile were not saving. This has been resolved.


Service CRM Enhancements & Resolutions

Enhancements:

  1. Appt Schedule - We have added arrows to allow users to quickly toggle through dates without having to use the calendar.

  2. Appt Schedule OF Slot - if attempting to book an appointment in the overflow slot, you will be prompted if the OF prevention feature is turned on.

  3. Appt Slots for Teams - When a team is fully booked or marked as full, you can no longer select an available slot and attempt to book an appointment.

  4. Overflow Booking Prompt - we have added a prompt that will tell users they are not allowed to book overflow appts when this option is turned on.

Resolutions:

  1. Appt Schedule - there was an intermittent refresh issue causing the Appt Schedule to load blank. This has been resolved.

  2. Booked By - there was an issue where the Booked By user was showing up instead of the default Advisor linked to the Team when booking appointments. This issue was happening when using the Book Appt Form > then clicking View Schedule. This has been resolved.

  3. Name Tag: Upsells - We have added the + icon to the upsells so details can be viewed as to which services were upsold.

  4. Clearing Contacts - there was an issue where customers were remaining in the contact list after being an appointment was booked, and after the user cleared contacts. This has been resolved.

  5. Key Drops - there was an issue where appts whether being newly booked or edited were showing as a 'Key Drop' by default. This has been resolved.

Sales & Desking Enhancements & Resolutions

Enhancements:

  1. Desk Log - we will default to All Guests for all Sales CRM users who DO NOT have access to view Pending Guests. If a user has access to view Pending Guests we will default to Linked Guests.

Resolutions:

  1. Trades - if multiple trades have been entered we now show the total of the trade allowance and liens for all trades in Desking.

  2. Years - the years for used vehicles on our worksheets wasn't displaying all possible years based on inventory. This has been resolved.

  3. Traffic Log Hist - you can now "unlink" a guest from the Traffic Log Hist tab on any profile when necessary.