ProMax Dealer Updates

ProMax version release - 2013.3.28.1 March 29, 2013

Version Update Highlights:

• ProMax Mobile Enhancement:  ProMax Mobile EZUp now automatically adjusts for easier use on small screen mobile devices! [Issue 132882]

• NEW FEATURE:  Now on the Salesperson Inventory Report, Internet Price is a separate column from Sale Price, and they are each configurable in the Settings Menu.  This enables you to hide the Sale Price column or the Internet Price column as needed.  [Issue 134013]

• ProCredit Express NEW FEATURE: When a customer is created and submitted on the Run CB or Instant Screen pages they will now be automatically exported to 3rd party CRMs.  [Issue 133640]

ProMax Changes Implemented: 

• The ProMax Mobile Salesperson Inventory Report no longer requires Inventory Admin permission to be accessed. [Issue 133870]
• When entering a customer by Social Security Number that is already in the system, a Customer Already Exists popup appears.  If the new user selects 'Copy' to create a duplicate entry, the manager override will take effect and a note will be created, just as it would on a copy of a partial name match.  [Issue 124772]
• Fixed a minor issue with printing multiple copies of Alt Choice proposals.  [Issue 134131]
• You are now able to track delivered vehicles without deals in the Salesman Tracking Report.  [Issue 124830]
• When printing a test drive agreement from EzUp for a customer that has insurance information entered in ProMax, the information will now show up on the agreement.  [Issue 126344]
• Added 'Tax Credit Amount' as an available field when printing forms.  [Issue 133793]
• When selecting "Normal Size" in the Print Driver's License options in Admin, Driver's Licenses will now be printed in their actual size.  [Issue 132689]
• Fixed an issue with Ad Creator displaying lease deals when "Roll to Desired Profit" is selected.  [Issue 125857]
• Fixed an issue with applying the tax rate on lease deals in counties that have different tax rates for retail and leasing.  [Issue 132678]
• Added Privacy Notice configuration options in ProCredit Express Admin to mirror those in ProMax Unlimited.  This will allow PCE dealers to customize the information sharing options on the Privacy Notice.  [Issue 133900]
• Updated settings in Incident Report Summary so it defaults to showing all open incident reports.  [Issue 130770]
• Corrected an issue in Internet Dashboard Summary with deliveries on merged records showing up as multiple deliveries.  [Issue 130116]
• Optimized user access settings on Instant Screen Invoice Detail Report and Sold Vehicle / Profit Report.  The access setting to control the Dealership dropdowns has been changed to "Run Reports from All Dealers in Group" instead of requiring "View All Prospects in the Dealer Group", "Recall All Prospects in Dealer Group", and "Run Reports from All Dealers in Group".  [Issues 132179, 132130, & 132141]
• Updated look and functionality of Showroom Traffic Report.  [Issue 128150]
• An issue with Word-created e-mails having phantom .xml and .thmx attachments has been fixed.  [Issue 133694]
• When reporting for all salespersons on the Finance Profit Summary Report, salespersons deleted after the report start date are now included if they had activity during the period covered by the report.  [Issue 118683]
• In the Finance Penetration Report,  the details listed when clicking on totals now include 3rd party deals and exclude wholesale deals.  [Issues 130785 & 134009]
• You are now able to delete a showroom visit in the Showroom Visit popup.  [Issue 124521]

 

 

ProMax version release - 2013.3.19.1 March 20, 2013

Version Update Highlights:

• NEW FEATURE:  On sign-and-drive lease program vehicles, the "Cover 1st Payment" box will be automatically checked.  Previously, this change had to be done manually in Desking Lease Settings.  [Issue 132062 & Issue 132064]

 

• NEW FEATURE:  Leads from Instant Auto Credit app, ProMail, and Market Thief can now be forwarded automatically to external CRMs.  Leads can be configured to be sent in ADF format via HTTP secure post, or via email.  The leads will always be saved first in your ProMax system and then a copy can be forwarded to systems that support ADF lead delivery.

ProMax Changes Implemented:

• Increased the loading speed of the Daily Workplan to accommodate new e-mail functions.  [Issue 133501]
• Added an option to include attachments in Word-generated e-mails.  [Issue 129360]
• In the Daily Workplan, selecting "Tomorrow's Appts" will no longer affect the Daily Tasks portion of the grid.  [Issue 133217]
• Corrected an issue with ProMax Mobile Salesperson Inventory Report that was preventing e-mails with large numbers of vehicles from being sent.  [Issue 133159]
• Changed text of e-mail link in Daily Workplan to read "send e-mail or e-brochure".  [Issue 133487]
• Prevented filelist.xml files from being attached to Word-generated e-mail.  [Issue 133425]
• The Dashboard Leaderboard columns for Total Average Gross and Used Average Gross will now handle amounts in the millions.  [Issue 133194]
• Modified the Settings configuration in the ProMax Mobile Salesperson Inventory Report to make them mirror those in ProMax Unlimited.  [Issue 133103]
• Improved the look and functionality of Return On Investment Report.  [Issue 124353]
• Improved the look of the Incident Report Summary.  [Issue 123140]
• Improved the  look of some linked screens in Admin Inventory Settings.  [Issue 120219]
• Improved the look and functionality of the Prospect Information Analysis Report.  [Issue 123408] 

   

ProMax version release - 2013.3.13.1 March 14, 2013

Version Update Highlights:

NEW FEATURE:  The Salesperson Inventory Report in ProMax Unlimited is now fully accessible on ProMax Mobile as well.  Your sales staff can now view all available inventory, all from a mobile device!

Key features include:

• Inventory updates in real-time
• Customizable filters & sortable columns 
• Dealer group inventory filter
• Dealer group inventory access
• Links to pictures and video of vehicles

 

Daily Workplan Enhancements!

1. The Heat Sheet is now a clickable tab, allowing the main screen to load faster.  [Issue 132914]
2. Added a new e-mail column with a link that allows you to send e-mails and e-brochures without having to visit the Customer Workscreen.  [Issue 132927]
3. Checking the "Tomorrow's Appts" box will now show all types of appointments, including service appointments, phone calls, e-mails, etc. that have a time associated. [Issue 130718]

 
ProMax Changes Implemented: 

• When navigating to the Salesperson Inventory report from the Daily Workplan, the Desired Vehicle will now be auto-selected.  [Issue 132986]
• On the Sold Vehicle / Profit Report the Rate/APR field now shows five digits to the right of the decimal point when the rate is a Lease Factor.  [Issue 130831]
• Corrected a minor issue with multi-page Lead Sheet printouts.  [Issue 132378]
• Color Schemes on the Daily Sales Track Report and the Daily Sales Track Report Settings screens have been updated.  [Issue 120948]
• On the Salesperson Inventory Report, corrected an issue in the Settings.  You are now able to select between NADA, Black Book, and Kelley Blue Book values for used vehicles.  [132557]
• The Dashboard - Leaderboard will now have a horizontal scroll bar for screens with a resolution of 1024 x 768 and will no longer hide sales reps' names  on those screens.  [Issue 131298]
• The dollar amount values in the Salesperson Ranking Report (Reports Menu) and the Dashboard - Leaderboard have been expanded to handle amounts up to one hundred million dollars.  [Issue 132448]
• When adding a lender in the Lender Guidelines screen, the "EID" field has been extended.  [Issue 131709]
• Corrected minor issue with unwound deliveries still showing up as spotted on some reports.  [Issue 126831]
• On the Salesperson Inventory Report the "Savings" is now set to "0" if the price is listed as zero or not defined.  [Issue 132552]
• For dealers using the AutoMaster integration, the caption on the "Send" button in Desking F&I screens has been changed from "Send to AutoMaster" to "Send Deal".  [Issue 131533]
• Proposals containing invalid inventory records or expired deals are no longer displayed.  [Issue 131746]
• All ProMax users now have access to the "Service" button on both the Daily Workplan and the Appointments log.  [Issue 131292]
• The Salesman Tracking Report now shows dollar amounts over one million.  [Issue 132157]
• The primary and secondary sort order for e-mails is preserved when you leave or refresh the e-mail screen.  [Issue 132436]
• Corrected print parameters for e-mail addresses on ProLink Lead Sheets.  [Issue 133138]
• Optimized process for sending bulk e-mails created in Word.  [Issue 130981]
• The New Gross and Used Gross columns in the Leader Board report have been expanded to accommodate amounts of one million or more.  [Issue 133035]

Training Spotlight of the Month – Automated Follow-Up

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.

 

For March, we're offering FREE online training to demonstrate the ProMax Automated Follow-Up process.

 

• Learn how to set up Automated Follow-Up
• See ProMax’s recommended follow-up
• Prevent customer’s from slipping through the cracks
• Ensure all your customers are being contacted

 

Sign up for FREE online training to demonstrate the Automated Follow-up process in ProMax: HERE

ProMax version release - 2013.3.4.1 March 5, 2013

Version Update Highlights:

• NEW FEATURE in Lead Delivery options: Instead of repeating the same configurations for each lead source, there is a new dropdown available so a user can configure one lead source and use the same settings on other lead sources.  Future changes to multiple lead source delivery options only need to be made on the ‘master’ lead source.  [Issue 132336]

• The Prospect & Desking logs have been optimized to load customers better.  Users should notice a speed increase when loading both logs. [Issue 131921]

ProMax Changes Implemented:

• Corrected issue with service contract expiration dates when irregular 'Payments per Year' were used. [Issue 131874]
• A new forms variable for VA Business License Tax has been added. [Issue 132328]
• The Prospect Info Analysis Report no longer shows the number of guests in scientific notation when the number of guests exceed 999.5. [Issue 132339]
• The pop up menu will now appear in the proper location on the Daily Workplan, Internet Dashboard - Leads, and Prospect Log when ProMax is running on a 2nd monitor.
• The Salesperson Tracking report no longer counts deliveries made before the reporting date range. [Issue 132124]
• In Admin, on the Automated Follow-up screen, clicking the hyperlink of a Word Document will now open the document in Word.  [Issue 132107]
• When a stock # is entered in the Customer Workscreen ‘Desired Vehicle’ pop-up, the ‘Use In Desking’ setting will automatically be checked.  [Issue 69675]
• When printing letters from the Daily Workplan, after the letter is printed the pop-up will now include the name of the communication.  [Issue 132109]
• Corrected a minor issue with e-mail sorting and deletion.  [Issue 132001]
• E-mail sorted by a selected column will now remain sorted when the e-mail screen refreshes.  [Issue 132004]

ProMax version release - 2013.2.28.1 March 1, 2013

Version Update Highlights:

•  A vehicle note will now be generated when Dealer Cash, Reconditioning, Adjustment, or Holdback prices are changed. [Issue 131020]

• You are now able to change the skin color for ProMax Mobile.  Blue (default) and Charcoal (below) color schemes are available. [Issue 131056]

 

ProMax Changes Implemented:

• There is a new state option for Georgia to allow editing the sales tax amount on the F&I Screens. [Issue 131793]
• Corrected popup menu appearance location on the Daily Workplan, Internet Dashboard Leads, and the Prospect Log. [Issue 131086]
• User accounts will now be required to have an email address configured before emailing from the Daily Workplan. [Issue 131800]
• The Credit Bureau Invoice Detail Report has been changed to use the 'Run Reports from All dealers in group' access setting instead of requiring both 'View All Prospects in Dealer Group" and "Recall All Prospects in Dealer Group" permissions. [Issue 131365]
• The Instant Screen Invoice Detail Report color scheme has been updated. [Issue 120955]
• The Appraisal Report had display issues when it was compiled repeatedly.  This issue has been fixed. [Issue 131358]
• Corrected fault in Letter writer. The Communications>Select Letter>Edit>Right Click in edit area>Table>Insert>Column Right now works and will insert a column on the right. [Issue 131844 ]
• You are now able to edit, create, or preview Word doc templates when creating new automated follow-up. [Issue 131361]
• The Saleperson Tracking Report now correctly counts all deliveries associated with a visit.  Previously if two or more deliveries were made in the same day only one would be counted. [Issue 127523]
• The Salesperson Tracking Report now sums up profits for all delivered deals.  Previously on the profits for the first delivered deal found for a customer were reported. Now the profits from all delivered deals are reported. [Issue 130536]
• The Sold Vehicle Report, Sold Vehicle Report Builder, and Sold Vehicle Report Scheduler have an updated color scheme.  [Issue 120949]
• Scheduled Leader Board Reports no longer display the empty colum "Days No Sale". [Issue 130742]
• Lease Propety Tax wasn't being displayed on deals as configured.  This has been fixed. [Issue 131732]
• The Internet Dashboard - Leads Report was showing incorrect customer status for leads that had been merged.  This has been fixed. [Issue 119640]
• Corrected issue where Promax would fault if the West Virginia taxes on fees were set before any fees were defined for West Virginia. [Issue 129268]
• The Salesperson Tracking Report projected profit amounts now show full cents (two digits after decimal) and can now properly display larger profit numbers. [Issue 130537]
• "Date Received" has been added as a selectable column on the Sold Vehicle Profit Report.[Issue 130504]
• On the Daily Workplan, the 'Action' column is now the link to the Outbound Call popup instead of the 'Regarding' column. [Issue 131208]
• The Service Appointment Log now respects the 'Access Only My/My Team's Prospects' user access setting.  The 'Reason' column is also properly filling in. [Issue 130719]
• When HTTP/Posted ADF leads are imported, those containing a desired vehicle stock # will now automatically be set to "Use In Desking". [Issue 120039]
• Fixed SouthWestern View for Equifax Credit Bureau Report to no longer display prior Trade's previous High Payment Rates on a Trade's line that does not have this information present. [Issue 131385]
• The security certificate for the ProMax browser logon has been updated. [Issue 130454]
• Minor change to how SSN is sent to (RCI) customer records. [Issue 131104]