Version 9.2.9

February2021

Service CRM Enhancements & Resolutions

Enhancements

  1. We have formatted the date in the Appointment date merge field, now it will display a comma before the year. Before the date would look like December 25 2020, now we have formatted it to display December 25, 2020.

2. We have added a new Fetch Field under Service History source called "IsVehicleLastRo". When used in a Fetch statement , for example "Last RO Date" = "AddDaysToCurrent(-1)" and "IsVehicleLastRo" = Yes, the results will display a list of customers who had RO’s close the previous day.

Use this new fetch field to display the last RO for a vehicle.

3. We have added a new Fetch Field in the sources Service history and Appointment history , called “OpCode Description”.


Please note: when using this field, if there are quotes (“) contained within the opcode description you are using in your statement, you must add quotes before and after the quotes that already exist in the description. For example: If you want to type Opcode Description LIKE ""A" Delight", you would have to type OpCode Description LIKE """A"" Delight"



4. In Fetch, we have made the Opcode field a default column for the Service History Source. This will allow users to see each line associated with a work order.



5. In Templates & Batch Setup > Batch Contacts, when a user clicks the icon to open the Batch Contacts stats popup for Emails, Text or Voice Drops, the calendar picker will now default to today's date. T








6. DealerMine has improved the loading time of the Campaign History tab in Fetch. When there is a large number campaign lists loading, DealerMine will only load 50 campaigns at a time on the Campaign History tab.





7. When on the Stats tab of the Appt Scheduler, we were only breaking out the Appt Counts to show the counts for Morning, Afternoon, and Evening. Now we have included the break out of the “Appt Hours” for Morning, Afternoon, and Evening.

Before

After

8. On the Call Select screen when a user clicks on the "Users" button the Selected Calls popup will only display the users that are associated with the Store and Branch selected on the Call Select screen. When "All" is selected in the Store and Branch, the Selected Calls popup will display all users.

9. When a customer uses Online booking, DealerMine will only display Advisors based on their schedules. For example: If only 1 advisor is scheduled to work on Saturdays, then only that advisor will display in the Advisor drop down on the Online Booking page, when a Saturday date is selected.

10. We have made a change to the "Declines" Call Type on the Call Select screen, now vehicles that are marked as "Does Not Own" or "Body Shop Vehicles" will no longer populate in this list.

11. We have made a change to when users book an appointment with an opcode linked to a transportation type, now the Transportation field will update as soon as the opcode is added to the appointment.

Before the Transportation field would not update until the Book Appt was clicked.

12. We have removed the option "Push Tech # on Appt Line" from the Store Specifications screen for the DMSs that do not support this feature.

These include: Serti, Automate, Dealerbuilt and DIS.


13. Users are now able to use the Declined/Deferred drop down in the Recommended Services section of the profile screen, with their customer on the phone they can make a selection from the drop down without having to book an appointment and the Declined/Deferred service will display in the Refusal indicator on the customer’s profile and in the Followup tab > Refusals tab. The services marked will display with the selection until an appointment is booked for that Service, they the drop down will display Accepted.



Resolutions

  1. There was an issue with resetting an eService password. Customers would set up their profile online through eService and then when trying to log back in to either book or edit an appointment and could not log back in., then would try to reset their password and would get a “Service Error” This is now resolved.

  2. There was an issue when adding a vehicle to a file, that the system would retain the previous customer that had a vehicle added to their file. This has been resolved

  3. There was an issue adding an unknown VIN to a file if an actual VIN had already been tried, and determined to be on another file. This was because the VIN had already been set in the server. This has been resolved.

  4. There was an issue that when a VIN was transferred from the previous owner’s file to another customer's file, the original salesperson for that VIN was transferred to the file as well, even if that salesperson is now inactive. This has been resolved.

  5. There was an issue with Voice Drops where some of the Maintenance Batch jobs were running twice. This has been resolved.

  6. There was an issue in Fetch when using “Is Not” in a query and then changing from Advanced to Basic, the “Is Not” would change to “Equals”. This has been resolved

  7. There was an issue when Unsharring Fetch campaigns users would get an infinite loading screen. This has been resolved

  8. There was an issue where the time stamps on Fetch Campaigns were not matching up between the Email History tab, the Contact History tab, and the Campaign Stats.

If a campaign is set to run immediately upon creation, the Email History Tab, Contact History Tab and the Stats, will display the time sent in Dealership’s Time zone.

If a campaign is set to run in the future, the Email History tab, and Contact History tab will display the time the Campaign was scheduled to go (in dealership time) and the Stats will display the time the Campaign was created and sent.

  1. There was an issue on the Voice Drop Report where the Average Per Day Totals were not calculating properly, DealerMine was doing the calculation per line on the report instead of distinct days Voice Drops had been sent. This has been resolved.

  2. There was an issue where the Tooltip for checking if advisor time was available was displaying twice on the Book Appointment form. This has been resolved.

  3. There was an issue updating an appointment in CDK when a technician had been added to at least one of the Service lines, during the update DealerMine was attempting to pass the DealerMine Tech # instead of the DMS Tech #. This has been resolved .

  4. There was an issue in Texting setup, after the user entered the area code nothing would populate in the Phone Number drop down due to an issue with our provider. This has been resolved.

  5. There was an issue with the Appt Sched not loading when there was an appt with a long adv/employee #. This has been resolved.

  6. There was an issue with Honda Leads not being reported to the OEM as having been completed, DealerMine was not sending the disposition. This has been resolved and previous lead dispositions have been reprocessed

  7. There was an issue where Internet Leads were not linking to the correct user due to a space being added at the end of the Salesperson number. This has been resolved and DealerMine will now take into account any spaces at the end of any Salesperson number.

  8. There was an issue adding some vehicle's trim and style as a trade on the Worksheet, some of the model types for VW had not yet pulled from the Black Book job. This has been resolved. Additionally the Black Book job will now run every 15 days instead of 30.

  9. There was an occasional issue where Text messages were going to the wrong customers, due to the wrong value being passed in the SMS popup. This has been resolved.

18. There was an issue where Recycle Comments were duplicating in the Contact History when a customer was contacted twice in the same session ( at 2 different numbers) and only recycled once. This has been resolved.

19. When a user clicked the Leave Voicemail button prior to an outbound call being answered, it would result in double recycles displaying the contact history. This has been resolved

20. There was an issue where Outbound Telephony calls that resulted in leaving a voicemail, were being counted multiple times in Key Report 4. This has been resolved by changing the Contact Type of the Telephony entry to “Voicemail”, as a result Key Report 4 will now display similar to the screen shot.



DMS Enhancements & Resolutions

Enhancements


  1. SERTI - We have removed the Tech drop down from the Book Appt Form for Serti DMS, due to not having the ability to Push or Pull the Tech number on appointment lines.

Resolutions

  1. Serti - There was an issue with Serti where Service line descriptions were duplicating on appointments. It was determined this was caused by the opcode description in Serti being slightly different from that in Dealermine. This is resolved

  2. Quorum - There was an issue where appointments were not displaying in Online Booking, when a customer logged in to make a change to the appointment. This has been resolved.

  3. Reynolds - For Reynolds stores, there was an issue when the “Use DMS default complaint” was used when booking appointments. We were sending the complaint to Reynolds as “”. This is now resolved.


Sales CRM Enhancements & Resolutions

Enhancements

  1. On the Web Leads tab > Showroom Leads > Lead History tab, users now have the ability to multi-select Sources in the Source drop down in the Filters section.

2. We have made a change as to who can view Traffic Log entries and Lead History, based on the Store/Branch access a user has been granted. If a user has access to 1 store, they will only see Traffic Log entries and Lead History for that store. If the user has access to some or all stores/branches, they will see all of them.

3. When a profile has a vehicle that has a Marketing Fetch Campaign a Fetch indicator will display, if the vehicle is turned off in the Customer information screen > Contact Types (vin specific) once you go back to the profile screen the Fetch indicator will no longer display, If the is turned back on then the Fetch indicator will again display.

Desk It Integration improvements

  1. DealerMine is now able to pull inventory from DeskIt.

  2. Dealermine is now able to push the Style ID and Style of a vehicle when pushing to Deskit.

  3. DealerMine is now able to push the Salesperson’s name to Deskit.


License Scanner

We have made some changes to the flow of how the License Scan app works within Dealermine. Now when a license is scanned, you will be able to link it to a customer using one of the following methods:

#1

  • Launch Search screen

  • Click License icon in upper right corner

  • Select License

  • Search for customer and link license or, if there are no results, create a prospect to link license to

#2

  • Launch Worksheet

  • Search database

  • Click License icon in upper right corner

  • Select License

  • Search for customer and link license or, if no results create a prospect to link license to

#3

  • From Profile screen

  • Click on Customer Name

  • Click License

  • select and link to file

Resolutions

  1. There was an issue on the Portfolio tab when hovering over the "Likely to Buy" thermometer, the number displaying did not match the number in the Likely to Buy popup. This was caused by a second tooltip for Cell displaying. This has been resolved.

  2. There was an issue when attempting to push a Traffic Log entry to Desk it when no Worksheet was attached. This has been resolved.

  3. There was an issue where the orb was displaying more Leads than what was actually under the Showroom Leads tab, this was due to the orb not being filtered by branch that had showroom. This has been resolved,

  4. There was an issue where the Desk Manager drop down in the Traffic Log was displaying all Desk Managers for all Stores and Branches setup in a database. This has been resolved and now only the Sales Managers that have been marked as "Desk Manager" and have access to a single store/branch will display in the Desk Manager drop down. If a Desk Manager has access to all branches, they will display for all stores/branches.

Desk Manager access - Go to the Admin screen > User Setup > User info screen, select the correct Store/Branch from the drop down, select the user's name from the list then check the check box for Desk Manager.

5. There was an issue where the Desk Manager drop down in the Traffic Log was displaying all Desk Managers for all Stores and Branches setup in a database. This has been resolved and now only the Sales Managers that have been marked as "Desk Manager" and have access to a single store/branch will display in the Desk Manager drop down. If a Desk Manager has access to all branches, they will display for all stores/branches.

Did You Know?

When creating a new Voice Drop Caller ID, you are only required to input the number 506 555 5555. There is no need to input a 1 at the beginning of the number.