ProMax Dealer Updates

ProMax version release - 9.7.47. January 31, 2013

Version Update Highlights:

• MS Word^® can now be used to edit and create communication templates in ProMax.

Creating robust html letters and emails in ProMax can now be done using Word®.  Free training classes are availble thoughout February, sign up today HERE.

Take advantage of the power of Word - Robust HTML, embedding, editing, and more All templates able to use all normal ProMax Communications variables Templates can be used in Letter and email automated follow-up

Miscellaneous Changes Implemented:

• Corrected problem with printing on the Vehicle Appraisal Report [Issue 129409]

ProMax version release - 9.7.46. January 29, 2013

Version Update Highlights:

• We are currently looking for a few Beta Testers for the ProMax Mobile™ app that is near completion.  Logon via just about any device that has internet access whether it's a smartphone or tablet.  Note that our first version is being designed specifically for use with an iPad but can be used by your iPhone, iPad or Android Smartphone:

You can view a Salesperson Leaderboard Report or a Dealer Group Ranking Report without having to logon to the full version on your desktop.  ProMax Mobile utilizes the exact same user access control settings that ProMax does - if the user cannot access it in ProMax, then they cannot access it in ProMax Mobile.  A new "Access ProMax Mobile" checkbox was added to user config which can completely disable mobile access for specific users.

Log a customer out on the lot, using your smartphone!  One of our most requested features!

 

• A new Finance Penetration Report is now available from the Reports Menu. [Issue 127958]

• We now offer a new ProMax Outbound Call Tracking service.  Using this new product, you can track all outgoing calls from your dealership desk phones and/or cell phones to ensure every call is accounted for.  A "Outbound Call Tracking Report" has also been added to the ProMax Reports menu. [Issue 129223]

Miscellaneous Changes Implemented:

• Printing Static Cash/Wholesale Deals would cause a client crash.  This has been fixed. [Issue 128689]
• Changing values on the Sub Prime F&I screen to correct error messages about values exceeding guidelines would result in redisplaying the same message regardless of the new value.  This has been fixed. [Issue 129094]
• 'Last Contact' will now be updated when an email is received from a customer. [Issue 120598]
• Changing the mileage on the Lease F&I screen above the lenders max mileage will now invalidate the deal. [Issue 128959]
• New certified leads were not setting "New" lead status on the Customer Workscreen.  This has been corrected. [Issue 126825]
• The Leaderboard reports default sort column is now Total Units in descending order. [Issue 128331]
• The Option Package Discount now works correctly when printing proposals from the Deal Workscreen via the Multi-Option proposal button and from the Lease F&I Screen via the Proposal button. [Issue 121528]
• Fixed an issue posting a non-OEM leads for the Chrysler integration. [Issue 128611]
• Fixed a problem with scheduled Leaderboard reports not displaying projections and forecasts. [Issue 127839]
• There was a problem printing a color F&I Menu which duplicated a disclosure. [Issue 119863]
• ProCredit Desking inventory exports to CarExpress were not automatically scheduled. [Issue 127813]
• Fixed a client crash introduced in the last version when changing from Wholesale to Cash F&I screens. [Issue 128233]
• Tweaked a the new Perform Merge feature introduced in the last version as this now adds a customer note like it does when printed normally.  [Issue 128229]
• Further enhancements for the MS Word integration that is currently being tested by some dealerships.  [Issue 128186, 128232, 128240]
• The Multi Proposal 6 now only has one disclaimer. [Issue 127396]
• Advertising and Lead Sources will now show on the Multi Proposal 7. [Issue 128794]
• Corrected the enabling configurations for the Multi Proposal 7. [Issue 128796]
• License Fee 2 now displays correctly on the Multi Proposal 7. [Issue 128803]

ProMax version release - 9.7.45. January 17, 2013

Version Update Highlights:

• A new "Perform Merge" feature added to the letter writer to allow for on the fly edits of existing templates.  This allows you to bring up an existing letter template for a particular customer, perform the merge and print the letter, without having to alter the saved template. [Issue 58719]

  

• The Cash F&I Screen now supports tracking lienholders for cash deals to be later used on an upcoming Finance Penetration Report.  [Issue 115775]

Miscellaneous Changes Implemented:

• There's a new EID (Electronic Title ID number) field in Lender Presets and is available on forms.  (This is a new item needed for some Florida based forms.)  [Issue 118376]
• Additional mail merge variables added for first names of: Salesperson, Salesperson2, F&I Manager, Sales Manager, and CDR.  [Issue 127856]
• The printing of some error messages on Equifax credit reports for Ez-Read and CredCo formats have been corrected. [Issue 127065]
• The customer information panel on the Customer Workscreen was adjusted for better aesthetic appearance. [Issue 127715]
• Corrected an error generating on the Dashboard - Compliance tab. [Issue 127604]
• Corrected an error on the (Salesperson/BDR View) Leaderboard when the user selected a hyperlink and one of the date settings were selected. [Issue 127602]
• The (Salesperson/BDR View) Leaderboard now respects the Sold & Delivered vs. Delivered Only report settings. [Issue 127593]
• The Advertising & Sales Report has been adjusted to better display on 1024x768 screen resolutions. [Issue 127427]
• Corrected an error on the Advertising & Sales Report that occurred when selecting a single advertising source. [Issue 127463]
• Corrected the Dealer Ranking Report totals for dealer groups where customers visited multiple stores. [Issue 127474]
• Corrected a problem with tabbing to the save button on form data entry. [Issue 120706]
• Inventory exports for ProCredit Express dealers are now handled along with full version customers. [Issue 127813]
• Corrected issue on Showroom Traffic Report end date filter. [Issue 127636]
• Corrected some usability issues introduced when the ability to edit mileage on the F&I screen was added to a recent release. [Issue 127446]
• Chrysler lead updates were not previously enabled.  [Issue 126125]
• Sort issues were corrected on the Leaderboard reports [Issue 128015]

ProMax version release - 9.7.44. January 9, 2013

Version HotFixes

• Corrected customer display issues on the BDC Productivity Report [Issue 127505]
• Corrected issue with the new email template list that was causing an error sending emails. [Issue127486]

ProMax version release - 9.7.43. January 9, 2013

 

• There are multiple changes to the Manager Dashboard - Sales Ranking, Sales Person Leader Board, Dealer Ranking Report, and Reports - Salesperson Ranking Report. [Issues 123857, 124180, 124181, 124616, 124749, 125623]
  • All reports now have a simpler interface.
  • The Manager Dashboard - Sales Ranking Report is now called the Manager Dashboard - Leader Board. The tab selecting the report has been updated to use the new title.
  • By default, the reports now start showing only a month and year.  They default to a Start Date of the first day of the current month. An End Date (previously called Report Date) of today's date.  A Projected to Date (previously called End Date) of the last day of the current month. Changing to any other month will report on the first day of that month through the last day of that month with projections to the last day of that month.  If you want to select other dates there is a check box called "Select Dates" that will switch to displaying all three dates as before.
  • The previous settings allowing the user to report Sold as Delivered and to switch between Front End Profit and Total Profit have been moved to a pop up screen (accessible through a "Settings" hyperlink).  Selections made by each user are remembered upon returning to the report.  Note: The Salesperson Leader Board can only view the Front End Profit.
  • The reports now display Work Days and Elapsed Days. These values are now computed using the dealers hours of operations as set in the dealer configuration. If the hours have not been set, a seven day week is used.
  • The Leader Board Comm. Gross column is now rounded to the nearest dollar.
  • The Leader Board Report now totals Forecasted units again.
  • There is a slight performance improvement for all four reports.

 

Version Update Highlights:

• The list of available email templates (viewable by selecting the 'Email' button) on the Customer Workscreen has been updated for easier navigation and selection. [Issue 125664]
• Vehicle mileage can now be changed on F&I screens and includes an instant recalculation.  The mileage is saved  as soon as you leave the field and can only be modified by users with 'Edit Inventory Records' checked in User Access. [Issue 125278]
• In Automated Follow-Up configuration, the available event triggers have been sorted into categories. [Issue 126035]
• AutoSoft integration enhancement - Trade Miles / Color added to the deal export file being sent over. [Issue 123836]

Miscellaneous Changes Implemented:

• ALG lease preset 'terms' can now be changed from the defaults of 12, 24, 36, 48, and 60. [Issue 126849]
• A "Date Sold" variable has been added to the Sold Vehicle/Profit Report. [Issue 125600]
• "Requested By" column has been added to the Instant Screen Invoice Detail Report. [Issue 117088]
• Changing the mileage for a used vehicle on the F&I screens now does a recalculation after rebooking the vehicle.  Changing the mileage for a used vehicle on a Worksheet now clears any calculated deals after rebooking the vehicle.  In both cases selected accessories, aftermarket and lease 'hard adds' are retained. [Issue 126818]
• The color scheme and buttons have been updated on the Total Finance Breakdown Report[Issue 120944]
• Changing the mileage on a Deal Worksheet or F&I Workscreen now records an inventory note about the mileage change. Used vehicles are also now automatically rebooked. [Issue 126813]
• Ally Financial - Change made to Lender Guidelines to adjust the residual on new vehicles with over 500 miles by 1% plus $ .20 per mile. [Issue 126809]
• Fixed an issue with the new Photo Manager closing when an invalid photo was imported.  Users will now be presented a warning that there was a problem.  [Issue 126260]
• The top available column variable is no longer blank for the Sold Vehicle Profit Report. [Issue 126531]
• If set to auto-assign salesrep, bdr, etc. and creating a customer with a showroom visit, salesrep, bdr, etc. weren't being saved in the visit note. This has been fixed. [Issue 126751]
• Added "Job Time Months" variable to the Prospect Activity Report (Report Builder).  The new variable shows the total months worked. [Issue 125646 ]
• When uploading a deal to Reynolds, applicants and co-applicants that have been switched on the Credit App will send in the correct order. [Issue 124918]
• On the Gas Savings Proposal, the Cash/Rebates/Fees labels have been adjusted to appear more centered based on its displayable contents. [Issue 118427]
• The Manager Dashboard's - Used Vehicle Detail Report will now sort by the picture column when the column header is selected. [Issue 120243]
• The Life of the South insurance calculation for South Carolina insurance calculation has been updated. [Issue 125424]
• The Option Package Discount is now added to Sale Price in Multi-Proposal 5.  When printing a vertical proposal the Sale Price and Savings are both increased by the Option Package Discount amount. [Issue 121528]
• Fix:  The Internet Dashboard - Summary Report was sometimes counting a new delivered vehicle as a used vehicle. This miscount only occurred when a vehicle was delivered without a deal. [Issue 124612]
•  "Sales Price - Rebate" variable has been added to the Sold Vehicle / Profit Report. [Issue 123495]
• The Leader Board and Salesperson Ranking Report now have  an "Unassigned" line that will appear if there are any visits or sales that do not have a salesperson assigned.  This will ensure the total rows match other reports in ProMax. [Issue 126268]
• The Traffic Analysis Report, Leader Board/Sales Ranking Reports, and Prospects have been optimized to better filter deleted customers.  Should result in quicker compiles. [Issue 123299]
• On the Prospect Information Analysis Report, the "# Guests" column heading now changes to "All Prospects" when the "All Prospects" filter option is selected. The heading changes back when the "Showroom Visits" option is reselected.  The spelling of "All Prospects" has also been corrected. [Issue 122605]
• The Sales Person Tracking Report is now correctly reporting values for deliveries where there is no deal (Delivered Vehicles). [Issue 123928]
• AccessOnlyMy and AccessOnlyMyTeam prospects settings are now applied to the Adverse Action screens [Issue 120640]
• Accessories are now factored in on Balloon Deals. [Issue 123773]
• Corrected issue with Sales Reps sometimes not getting added to a showroom visit during new customer creation in the Customer Workscreen. [Issue 123898]\Changing state or county no longer resets aftermarket items back to their default descriptions, price, cost in F&I screens. [Issue 125467]
• The Leader Board Report no longer shows 2 Days No Sale when only reporting for a single day or when the end date is less than the start date. [Issue 126756]
• Clicking the customer name than then Retail/Lease on the Internet Tab wasn't navigating correctly.  This has been fixed. [Issue 125418]
• Fixed BDC Productivity Report to no longer count actions performed by deleted SalesRep/BDR in reassigned SalesRep/BDR totals (when running report using 'all actions count for the Salesperson/BDR performing the action').  Such counts will now appear in new row called 'ZZ-Unassigned'. [Issue 66533]
• The Advertising & Sales Report has been modified to correctly display costs when lead/monthly cost is calculated for more than one month.  Report has also been changed so the report costs can no longer be edited from this report, but can be edited from the Enter Ad Costs configuration screen. [Issue 115660]
• Updated color scheme for the Advertising & Sales Report and Enter Ad Costs configuration screen. [Issues 124029]
• Widened the 'Cost per Lead' column on the Advertising & Sales Report. [Issues  12645]
• Minor display tweak to Partial Name Match. [Issue 103518]
• Minor spelling correction on dupe lead notification emails. [Issue 126309]