Version 9.4.3

2022

Service CRM Enhancements & Resolutions


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

DMS Enhancements & Resolutions

Resolutions




Sales CRM Enhancements & Resolutions

Resolutions