Texting in ProMax Improvements
Have you signed up for Texting in ProMax yet?
It's one of our most popular features ever! Dealers love it, and it keeps getting better.
Now we've updated BDC Settings to give you the option to "Update Last Contact On All Texts" and changed the default setting so ALL incoming texts will update "Last Contact".
Many dealerships use the Activity Monitoring feature to receive notices when leads haven't been responded to in a timely manner. Some dealers have requested that this be disabled for specific lead sources. In this version update we have added a new option to Activity Monitoring in Lead Delivery Options, configureable by lead source, that enables you to select a different inactivity warning time for leads that are received after hours. Setting it to zero will turn notifications off for leads received after hours. You can also set this new config option to a few hours in order to give yourself time to catch up on the leads received over the weekend.
Did you know that you could configure two outgoing email servers in ProMax? You can have a Main and a Bulk mail server configuration. By default, all email sent one at a time goes out via the Main server and all email sent in batches will go out via the Bulk mail server configuration (if there is one defined.) We have an option available for offloading your mail campaign messages to a provider capable of millions of messages per month - give us a call if you'd like to discuss bulk email. In this version, there's a new pair of settings available to utilize the Bulk or Main outgoing email server when sending out a batch of follow-up email and an option for use with the batch of scheduled AutoResponder emails every night.
* Friday Version Hotfix *
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The Alt Proposal config screen sizes have been readjusted back to the standard configuration. The bottom of the screen will no longer be cut off on the Alt Choice, 9 Payment, Gas Savings, and Payment Disclosure proposals. [Item 171109]
Other Changes and Fixes
- Service Appointments imported from your DMS will now trigger follow-up in ProMax. [Item 161092]
- In our last post we made a number of improvements to help you stay in the Daily Workplan without having to navigate back and forth to the Customer Workscreen. Now we've added another: the ability to save changes made in the Outbound Call popup without having to select a call result. [Item 168210]
- We added a "Last Attempted Contact" column to the Manager Dashboard Unsold Prospects tab. [Item 137918]
- A system note is now added whenever an Unsubscribe setting for 'Letters', 'Emails', or 'Text' is changed on the Customer Workscreen. Additionally, the user is prompted to provide a reason for the change, and that reason is listed in the note. [Items 168003 & 168644]
- We enhanced Do Not Call support to adjust for dupe leads and customers already in Owner Base. [Item 124126]
- We did some optimization on the Call Log that will result in much faster loading times. [Item 137259]
- We updated the SMS Received popup so it displays the correct time zone in all instances. [Item 168690]
- Factory or Lender Cash can now be added to used vehicles. [Item 167686]
- We fixed a font issue with our standard credit app that was trimming a few words when printed from some machines. [Item 169581]
- We did some maintenance on a few of our great proposals. [Item 147049]
- We updated the text in the Desking Total Profit popup from "Additional Incentives" to read "Dealer Incentives". [Item 166523]
- We corrected an issue with past Service Appointments not displaying when backdating the Service Log. [Item 165678]
- We updated the Customer Workscreen so that printing a proposal will always check the Showroom Visit "Prop" box. [Item 155989]
- We fixed issues with the Salesman Tracking Report and the Sold Vehicle / Profit Report. [Items 161519 & 165701]
- We resolved a rounding issue with Tax on Acq Fee. [Item 162584]
- We updated the Prospect Information Analysis Report to prevent errors and improve overall performance. [Item 168565]
- We fixed a bug that could sometimes prevent recalling a customer by their Customer ID #. [Item 169691]