ProMax Dealer Updates

ProMax version release - 9.7.35. October 31, 2012

Version Update Highlights:

• A NEW Photo Manager is available for use in ProMax.  In addition to an all new interface available for manually uploading your vehicle photos, we also have a new automated process for downloading from third parties (such as vAuto and HomeNet).  Dealers wanting to get activated on this new photo integration should contact our training department.  We are also offering free online training on this feature throughout November.

                Web-based Photo Manager features:                    

 

                    *  Upload photos and work in ProMax at the same time
                    *  Drag-and-drop photo organization
                    *  Upload photos any time and assign later
                    *  More conveniently upload photos without renaming

                    *  Single or mass photo exports in .zip file 

 

• Several new selectable columns have been added to the Prospect Activity Report Builder: Trade Year, Trade Make, Trade Model, Trade Style, Trade VIN, Trade Miles, and Total Monthly Debt. [Issue 120773]
• There is a new check box by the Service Contract Tax Rate on the State Tax Options configuration screen for reducing Service Contract Tax with Trade Allowance.  Deal calculation has been update to handle the new option. [Issue 121216 ]
• "Tier" is now available as a selectable column in the Sold Vehicle / Profit Report Builder. [Issue 119387]
• "Job Time" is now available as a selectable column in the Prospect Activity Report Builder. [Issue 120142] 

Miscellaneous Changes Implemented:

• Changes to accessories in Lease and Retail deals are now correctly updated in the Total Profit popup. [Issue 120318]
• Corrected a problem on the Prospect Activity Report that was causing errors. [Issue 120915]
• Updated color scheme and buttons on the Salesperson Ranking Report. [Issue 120937]
• Optimization made to the Appraisal Report to increase performance.  Changes on production 10/25. [Issue 121219]
• Optimizations made to the Daily Workplan (Manager Scheduled Follow-up & Individual Daily Workplans) to increase performance.  Changes on production 10/25. [Issue 121047]
• Increased speed on Recall screen when searching by "Last 6" of VIN.  Changes on production 10/25. [Issue 121045]
• Increased speed when deleting trigger based follow-up on a delivery.  Changes on production 10/25. [Issue 121108]
• Maintenance completed on the Daily Workplan table - reduced size to speed up processing. [Issue 121050]
• The time to compile the Compliance Review Report has been cut in half.  Changes on production 10/24. [Issue 121044]
• Large speed increase on viewing a Compliance Review Report that contains signed documents.  Changes on production 10/24. [Issue 121042]
• Large speed increase when viewing inventory notes.  Changes on production 10/24. [Issue 121039]
• Large speed increase when updating a RouteOne Callback  Changes on production 10/24. [Issue 1201036]
• The calendar will now pop up when you check the 'Funded' check box on the Wholesale and Cash Deal screens. [Issue 49009]
• The Progress Bar was not being cleared when printing mass Book Out Sheets from the Used Vehicle Web Report.  This has been corrected. [Issue 121062]
• Updated color scheme, title, and buttons on the Unsubscribed Customer Report. [Issue 120931]
• Updated color scheme, title, and buttons on the Incoming Sales Call Report. [Issue 120930]
• Updated color scheme, title, and buttons on the Prospect Information Analysis Report. [Issue 120929]
• Updated color scheme, title, and buttons on the Floor Traffic Analysis Report. [Issue 120928]
• Updated color scheme, title, and buttons on the Showroom Traffic Report. [Issue 120926]
• Updated color scheme, title, and buttons on the Lead Management Report. [Issue 120923]
• The setting for "Confirm appts on outgoing calls starting ___ hours prior to appt." will now accept "0".  If checked, the user will be prompted to confirm the same day appointment, regardless of time before. [Issue 119303]
• Corrected another issue with new leads not being removed from the Message Center when accessed in a Desking screen.
• Optimization made to the Needed Vehicles Report to increase performance. [Issue 121072]
• Modified the Lead Management Report and BDC Sales & Management Report so they would both match with correct counts. [Issue 121101]

ProMax version release - 9.7.34. October 25, 2012

Version Update Highlights

• FICO 08 score model is now available on Instant Screens.  Contact your PMUL Trainer or Account Manager for more information.

Instant Screen is the only credit pre-screen product available today for the retail automotive industry. Developed jointly by TransUnion and Dealer Marketing Services, Instant Screen allows a dealer to obtain the prospect's exact FICO score, trade information, know whether they have been shopping elsewhere recently, and pre-qualify them for an auto loan with only their name and address.

 

• On the Used Vehicle Web Report, Unbooked Inventory Report, and Custom Inventory Reports, there is now an option to print out Book Out Sheets.  When selected, a sheet will print for all used vehicles contained on the report. [Issue 66858]

• Added suffix to drivers license scanned data.  Suffix will only be stored if they are recognized and match the list available in PMUL. [Issue 44730]
• RouteOne callbacks have been enhanced to include additional information when available. [Issue 103675, 119390]
• Log Date now displays on the Partial Name Match popup in PMUL. [Issue 119279]
• When removing a Co-App in EzUp, the user will be prompted to copy saved deals to the Co-App. [Issue 118395]
• Added "Qualified" column to the Instant Screen Disclaimer settings popup accessible via Admin - Dealership Settings.  This column will display 'Yes' for the tier levels the Dealer is using. [Issue 120839]
• The "Company" link and popup have been added to the Workscreen in ProCredit Express and ProCredit Desking. [Issue 119985]

Miscellaneous Changes Implemented:

• Corrected issue on the BDC & Sales Management report - salesperson filter that would sometimes cause the report to exclude information. [Issue 120974]
• Saving a deal after submitting to Reynolds but before leaving the screen could leave the original PMUL deal unlocked.  This has been fixed. [Issue 118787]
• The DT DMS deal upload process will now check the Group Description field for state full name/abbreviation in order to better determine the correct Tax Group code. [Issue 69333]
• Updated the Save/Close button on the Used Inventory Equipment screen. [Issue 120336]
• The column headers for Mileage and Sales Price columns on the Inventory Recall - Results page are now justified to the left. [Issue 120331]
• Fix:  Corrected message center to properly remove leads from the list when a Desking screen is accessed. [Issue 119905]
• Corrected resizing issue and caption on the Instant Screen Disclaimer settings popup. [Issue 120839]
• Updated color scheme and buttons on the Lienholder popup. [Issue 120100]
• Updated color scheme and buttons on the Inventory Notes popup. [Issue 118952]
• Added the Save / Close button to the tab order in the New/Used Car/Truck Pack configurations. [Issue 120219]
• Reduced the font size on the Appraisal Sheet equipment list to reduce word wrapping. [Issue 118873]
• Updated buttons and corrected the tab order on the Advanced Filter Search from the inventory Report Builder. [Issue 120234]
• Modified the Inventory Recall / Edit Vehicle screen to highlight the recall button when it is tabbed to. [Issue 120329]
• Service Contract price is now shown under Fees in the Disclosure document for one pay leases when the lender tier is set to pay service contract fees up front. [Issue 120571]
• On the Deliver Vehicle popup, the "Type" dropdown will default blank instead of new.  This will prevent users inadvertently delivering the wrong inventory type. [Issue 82732]
• On Review and Submit - Optimize Your Callbacks, the VIN field is now limited to upper case. [Issue 120579]
• On Review and Submit - Optimize Your Callbacks, the VIN field is now limited to 17 chars. [Issue 120292]
• Deleted customers are no longer displayed on the Desk Log. [Issue 120650]
• Updated color scheme on the forms menu, form questions, and form action screens.  [Issue 120706]
• The First Name field will now cap at 15 characters.  Longer First Names were causing DealerTrack submissions to fail. [Issue 119623]
• The Company Name field will now cap at 25 characters.  Longer Company Names were causing DealerTrack submissions to fail. [Issue 120483]
• Auto filled cities from Zip Code auto populate were causing issues when submitting to DT DMS.  This has been corrected. [Issue 120254]
• Repair Order popup has been modified to now focus on the 'RO #' field when a new RO is being added.  The 'Date' field will also default to current date.  Also corrected an issue when deleting more than one RO, only checked RO's will be removed.  [Issue 119692]
• Fix: The payment addition is now always printed on the F&I Menu Disclosure sheet for both selected and unselected items. [Issue 120371]
• Fix:  APR will now properly print on the Vertical 9 Pay proposal when printed from the Retail F&I screen. [Issue 117588]
• Fix:  The BDC & Sales Managment report will no longer display duplicate entries for delivered customers in 'drill-down' detail lists for customers with multiple deliveries within the compiled date range. [Issue 120166]
• Fix:  A tier is now selected when the CB score exactly matches the Minimum CB Score Rehash value. [Issue 120306 ]
• Fixed an issue on the Desk Log - Showroom Visit count for customers transferred to a sister store.  [Issue 119206]

ProMax version release - 9.7.33. October 11, 2012

Version Update Highlights

• Lender tiers are now selected in F&I screens based on a customer's CB score.  This is the same as in the Worksheet. The tier names are color coded:

-  Black tiers are those that do not have the select by CB score option turned on.

-  Green tiers are tiers that the customer is qualified to use based on their CB score.

-  Red tiers require a higher CB score to use.

The setting 'Select based on CB Score' can be turned on under the Credit Criteria tab under each tier in Lender Guidelines.  [Issue 118627]

• New "Instant Screen Disclaimer" configuration added to the Dealer Configuration Screen for dealers using Instant Screen and backing their own offer of credit.  The new configuration will allow a Dealership to enter values for Model Year, Maximum Amount Financed and APR range to be used when printing the Instant Screen Pre-Qualification Certificate. [Issue 119085]
• There is now a checkbox option (Defaulted OFF) on the Misc3 tab for each leasing lender tier definition stating "Service Contract Paid Up Front on 1-Pay".  When set for the tier the price of the Service Contract is added to the "Due On Signing" amount instead of the "Adjusted Cap Cost" and "Cap Cost" amounts.  This accommodates a rule change by Ally. [Issue 119319]
• VIN' and 'Save As' fields have been added to the "Optimize your callbacks - Create a strong deal structure" popup from the Lender Review & Submit screen. [Issue 119042]
• The Horizontal Multi Option Proposal will now disclose the Acquisition Fee in its own line. [Issue 118631]
• The note generated in the Customer Workscreen when a proposal is printed will now include: Lenders, Tiers, and Rates.  [Issue 119079]

Miscellaneous Fixes Implemented:

• Updated color scheme and buttons on the used Equipment Details popup from the Inventory Edit screen. [Issue 119533]
• Updated color scheme on the Configure Window Sticker Admin settings. [Issue 119726]
• Updated color scheme on the Window Sticker Terms & Rates popup from the Configure Content screen in the Configure Window Sticker Admin settings. [Issue 119901]
• Updated color scheme for the search results of the Inventory Recall.  [Issue 119525]
• Updated color scheme for Residual Values popup accessible from the Inventory Edit screen. [Issue 119166]
• Updated color scheme for the Buy Bid popup accessible from the Trade screen. [Issue 119531]
• Updated color scheme and buttons for the Advanced Filter Search popup accessible from the Inventory Report Builder. [Issue 119526]
• Updated recall button on the Inventory Recall screen. [Issue 119699]
• Updated color scheme and buttons on the Lienholder Information popup from the Trade screen. [Issue 119532]
• Updated color scheme on inventory reports created in the Inventory Report Builder.  [Issue 118957]
• Updated color scheme on the Inventory - Edit Vehicle screen.  [Issue 118956]
• Updated color scheme on the Configure Content configuration screen (in Configure Buyer's Guide configuration).  [Issue 118955]
• Updated color scheme on the Configure Content configuration screen (in Configure Window Sticker configuration).  [Issue 118955]
• Updated color scheme on the Reconditioning/Repair Order popup.  [Issue 118947]
• Updated color scheme on the New Car Pack, New Truck Pack, Used Car Pack, Used Truck Pack configuration popups. [Issue 118949]
• Updated color scheme on the Build A Vehicle Desking popup [Issue 119523]
• Updated color scheme on the Buyer's Guide configuration screen. [Issue 119524] 
• When changing the customer status on the Desk Log, the log will now display the new status without requiring a recompile. [Issue 114252]
• The main (default) photo will no longer show as a duplicate thumbnail for the e-mailed eBrochure. [Issue 117583]
• The "Item Title" will now print on the Black & White version of the F&I Menu. [Issue 119001]
• The delete button is no longer visible in the Note Editor when the note cannot be deleted. [Issue 118259]
• For Stone Eagle Service Appointment imports, fixed an issue that would sometimes prevent service appointment customers from importing into PMUL. [Issue 118030]
• Fixed issue that would occasionally cause a program error in the Build a Lease deal calculation. [Issue 120001]
• The "Email %" Column heading in the Heat sheet and row heading in My Heat Sheet in the Daily Workplan has been changed to "% Guests w/email" [Issue 119312]
• The Cash Down payment now adjusts the Balance Due on the One Pay Leasing F&I Screen. [Issue 31902]
• CarFax reports ran in ProMax will now reflect the current DMS corporate address in the "CARFAX Report Provided By:" section.  [Issue 116399]
• Corrected the printed version of the Internet Dashboard - Leads Detail report to properly show check boxes.  [Issue 118212]
• Centered the title on the Unbooked Inventory screen.  [Issue 119437]
• Fix:  The F&I Menu Disclosure will now print the additional monthly payment amount for unselected items.  [Issue 119445]
• The BDC & Sales Management Report, when accessed from the Internet Dashboard, will now have a default date range set (MTD).  [Issue 118877]
• Fix:  Corrected the BDC & Sales Management Report to prevent customers that have been transferred in a Dealer Group from appearing more than once on the report. [Issue 118875]
• Fix:  Corrected a problem (filtering on a sister store salesperson) on the Dashboard - Lead Management Report. [Issue 119649]
• The F&I menu can now be accessed and printed after a deal is submitted to Reynolds.  Editing still isn't allowed after submitting a deal to Reynolds. [Issue 101666]

ProMax version release - 9.7.32. October 5, 2012

Version Update Highlights

• A NEW Traffic Analysis Report is now available in the ProMax Reports menu.  This new report breaks down floor traffic and sold customer data for in-depth analysis.  Want to know how many ups it takes to generate a sale?  The Traffic Analysis Report makes it easy, and can be run for Departments, Teams, or individual Sales Reps.   [Issue 111507]

 

• When desking in ProMax and also utilizing Instant Screen, lender tiers will be set using the IS credit score.  This only works when the lender is configured to "Select Based on CB Score", and only when the customer doesn't have any other credit score yet.  [Issue 118626]
• Configuration added for confirming appointments.  You are now able to turn off/on confirmations and set the number of hours prior to the appointment the confirmation will begin to show.  [Issue 118452]
• Military pay grades have been added to the Customer Workscreen employer popup. [Issue 118373]
• Updated color scheme on the Inventory Edit screen [Issue 118478] 
• There's now a "Reset" option on the desired vehicle pop-up screen which will clear the stock number (and associated vin/make/model/style/mileage..) [Issue 115246 ]
• Military 'State' abbreviations added for military personnel.  (AA,AE,AP) [Issue 116183]
• In the Filter/Sort, "Default Date" has been added as a quick date select.  The "Default Date" will assume MTD. [118685]
• The prices of (purchased) products are now shown in the F&I Disclosure report. [Issue 92245]
• Updated color scheme on the Inventory Maintenance screen [Issue 118410] 
• Updated color scheme on the Unbooked Inventory screen [Issue 118488] 
• Updated color scheme, column headers, and buttons on the New/Used Vehicle Web Reports [Issue 118488] 
• The Sold Vehicle/Profit Report can now report on all aftermarket items.  Each aftermarket item will have an available column listed for Price, Cost, and Profit.  Previously, only the first 4 aftermarket items would display.  [Issue 46205]

 

Miscellaneous Fixes Implemented:

• Corrected lender criteria issue that would occur on occasion when submitting to DealerTrack. [Issue 118266]
• Changed the header row font on the Customer Workscreen, Docs tab for better readability. [Issue 119078]
• Hyperlinks on the Inventory Edit screen have been changed to red for better readability.  [Issue 118840]
• Fix for cancelling the Desired Vehicle pop-up.  Hitting cancel wasn't canceling all changes made.  [Issue 118850]
• Corrected position of Signed Docs tab on the Customer Workscreen [Issue 118275]
• Fix:  Clicking on follow up for a co applicant will now navigate to the appropriate associated applicant screens. [Issue 118584]
• Fix:  Width adjustment made to the Salesperson Inventory Report to prevent it from printing on 2 pages when it wasn't necessary. [Issue 118502]
• Fix:  Changed buttons on note editor pop-up to prevent distortion under certain color and resolution settings.  [Issue 118514]
• Corrected an issue with 'Need Car - Locate' that wouldn't show prospects looking for a particular vehicle if it was entered using the VIN. [Issue 54314]
• Removed a label from the Guest Information Sheet that incorrectly displayed when printed. [118410]
• Changing Sales Manager 2 will no longer prompt for follow-up reassignment [Issue 118474]
• Fixed a rare case of follow-up not triggering retroactively for certain deliveries [Issue 118483]
• Fix for the Desk Log - Summary - Deleted customers that had previously been counted were incorrectly being counted.  [Issue 118401]
• Fix for the Lead Mgt & Results report - Delivered customers transferred to a sister store will now count correctly on the report.  [117798]
• The pop-out menu on the Internet Dashboard will now properly disappear when you click anywhere on the screen.  [Issue 116030]
  

Training Spotlight of the Month – Working Deals

Check back every month for the newest training spotlight.  This spotlight will highlight tools you already have in the Promax system and may not be using.  Free online classes will be available to cover these features.

Working Deals

• Work up to 8 deals at one time!
• View deals other managers are working
• Print Proposals on multiple customers
• Monitor your showroom traffic and deals in the same place
• Now with the ability to mark saved deals as working from the Dashboard! 

Sign up for free online classes about Working Deals by clicking on the link below:

Free Online Working Deals Classes