Version 9.4.3
2022
Service CRM Enhancements & Resolutions
Repair/Recall Groups - You can now setup repair/recall groups per branch. Previously you could only set these up and link opcodes to one group for one branch, since opcodes are shared. This will allow each branch to set limitations per opcode group or recall opcode group. Go to Admin Screen - Shop Hours - Opcode Control
We have removed the “Switch to Silverlight” option from the dropdown menu of DealerMine, as the Silverlight application no longer exists.
3. We have removed the Last Maintenance Indicator from the vehicle line, as it no longer serves any purpose and has no functionality.
4. Contact Type Preference - we have changed the middle section of verbiage in Contact Methods (Customer Specific) to be Contact Type Preference. (One-to-one + Batch Email & Text, Voice Drops) This section handles all electronic communications, not impacting the Call Select for phone calls being presented. The ! icon will be present on the Customer Profile if the user is turned off for one or more of the contact types of electronic communications. This will prevent the customer from receiving emails, texts, voice drops for the specific contact types only.
Users can now turn off contact types, rather than contact methods. This will allow a customer to receive emails for other contact types, if turned off for maintenance.
Resolutions
There was an issue where the Telephony log in action button was partially covered by the Contact Support button, making it difficult for users to log in to Telephony unless they adjusted their screen zoom. This has been resolved.
Action buttons missing - There was an issue with action buttons either missing or being forced to a vertical side bar upon login. This issue was related to our "Communication Banner" being released in May. This issue has been resolved.
There was an issue when a user opened the Email tab, where the Username drop down filter did not function until the user had clicked on a folder other than inbox and then back again. This has been resolved.
There was an issue for some stores, where appointments booked via Online Scheduling were not displayed in Dealermine, or pushing to the DMS. This has been resolved.
There was an issue where customers from the recall contact bucket were not being removed from the bucket after having been contacted and recycled, allowing another user to pull the same customer(s). This has been resolved.
There was an issue where online scheduling was not always adhering to the booking rule limiting customers booking after a set time of day, to only see available times after a certain point on the next business day. This has been resolved.
There was an issue where users were able to create a follow up for a past date. This has been resolved.
There was an issue where the WIP indicator was displayed on some customer’s profiles, even after the RO had been closed, and the customer was in the CSI bucket on the call select screen. This has been resolved going forward.
We were not exposing the comments on surveys when the customer chooses "Other". Now, we will expose the comments to you can read what the customer typed in the box when choosing "Other" on any survey sent out in DealerMine.
There was an issue where the "Default Makes" and sort order were not appearing correctly in OLS. This has been resolved.
There was a data issue in Fetch when using the datasource "Contact History", where the Contact Date was showing a date as well as 12:00 AM for all rows. We have removed the time stamp from this field and are only showing the date.
DMS Enhancements & Resolutions
Resolutions
There was an issue where Technician's could be overbooked, if the max hours or appointments was reached for that Tech. As long as "Preventions for overbooking" are turned on, then users will not be able to book appts for a Tech once their daily limits have been reached. (Book by Tech is available for PBS, XSellerator, CDK and ERA stores)
Sales CRM Enhancements & Resolutions
Resolutions
Followups can no longer be scheduled for any past dates.
Unsold emails will only go out to a customer if the send time falls within the operational hours.