ProMax Dealer Updates

ProMax Version Release 2014.10.28.1 - October 29, 2014

   Important Notice for ProMax Users

Some users have been experiencing an ongoing issue with Instant Messenger causing ProMax to crash.  We have isolated the problem to specific Windows Security Updates that have also affected other software. 

Microsoft has yet to release a sufficient solution to the problem, and at this time the only viable workaround is to uninstall these Windows Updates from your local computer(s). 

For more information about this issue, or for help uninstalling the affected Windows Security Updates, please call our Tech Support at 877-899-4242.

 

Changes & Fixes

• We changed the note type of user-added notes to the Customer Workscreen from "BDC Contact" to the more appropriate "User Note".  [Item 161003]

• We did some maintenance on the Manager Dashboard Leader Board to improve its loading speed.  [Item 131112]

• We updated our deal export to DealerTrack DMS so that insurance information is included.  [Item 113441]

• To help ensure security we've made ProMax password guidelines more strict, increasing minimum length from 7 to 8 characters and removing the ability to use repetitive characters.  [Item 198110]  

• We fixed an issue with the "License #" field in Admin User Access that could potentially cause errors.  [Item 198872]

• Dealer Cash will now only affect a vehicle's Inventory record if the deal is delivered.  [Item 187944]

• We fixed a bug that was preventing dealers in a group from sending emails to customers at other locations from Communications.  [Item 189829] 

• The "County" dropdown on the Customer Workscreen will now display the full county name regardless of length.  [Item 148850]

• We corrected an issue that was preventing some internet leads with valid Stock Numbers from populating the vehicle in Desking.  [Item 189569]

ProMax Version Release 2014.10.20.1 - October 21, 2014

Send Texts and Ebrochures

From the Mobile Workscreen!

 

Earlier this month we introduced the ProMax Mobile Workscreen, and we've been adding features ever since. 

This week we've got two more big additions: the ability to send texts and ebrochures!

Texting from ProMax Mobile

 Now you can send texts from ProMax Mobile just like you do from within ProMax.  All of your texts and their contents will be stored in notes on the Workscreen for future reference.  You can also take advantage of our pre-loaded snippets to instantly send professional messages for appointments, service reminders, and vehicle inquiries.

 

Send Ebrochures from ProMax Mobile

Speaking of responding to vehicle inquiries, what better way than to send a great looking ebrochure?  Now ProMax's great Ebrochure is available to send from your smartphone and tablet.  This powerful selling tool enables you to respond to leads immediately with a great looking presentation including photos and vehicle comments.  

 

There's a Great New Proposal in ProMax!

We've added another powerful selling tool to our award-winning Desking solution's
assortment of proposals, the Enhanced Multi-Option Proposal.

The Enhanced Multi-Option Proposal combines the most effective elements of our Multi-Option Proposal (with up to 9 Retail and 9 Lease Payment options) and the Gas Savings Proposal plus allows a trade allowance breakdown.  It also has configurable disclosure options, and much more:

• Trade Recon and Value Adds are added to trade allowance to show a Trade Market Value.

• Tax Savings can also be shown on the trade and adds in for the Trade Market Value.

• Shortened price disclosure and shading draw the attention of the customer to the payments.

 

For more information about how this great new proposal can help your dealership, contact your account rep.

ProMax Version Release 2014.10.14.1 - October 15, 2014

 

Customer Names in Activity Reminders

Now Link to the Mobile Workscreen!

A feature that has been frequently requested over the years is the ability to navigate to the Customer Workscreen from a link in a Scheduled Activity Reminder.  

Enter the Mobile Workscreen, which we unveiled last week.  Now that you can view a version of the Customer Workscreen in your internet browser, we created a hyperlink in the Activity Reminders that takes you right to the customer:

Now if you're in the middle of a deal and a Reminder pops up, you just click the link and it launches the Mobile Workscreen in your browser.  You no longer need to navigate away from what you're doing in ProMax; now you can look at the customer's history, make calls, and add notes, all while working elsewhere in your ProMax system.

 

Other Changes & Fixes

• We updated the Forecast popup in the Manager Dashboard Leader Board Dealer Group Rankings to account for dealerships that don't have any departments configured in ProMax.  [Item 192877]

ProMax Version Release 2014.10.3.1 - October 7, 2014

 

Introducing the Mobile Workscreen!

 

The next big feature in ProMax Mobile has arrived: the Mobile Workscreen!  Now you can access the Customer Workscreen on your smartphone or tablet.  

With the new Mobile Workscreen you can:

• Access the Customer Workscreen anywhere - in the showroom, on the lot, or at home
• Add notes and change statuses
• Make calls and add Outbound Call Notes
• Link to customers from Mobile Reports or Email 2.0 messages

We've also added customer Recall to ProMax Mobile.  Customer out on the lot?  Pull them up on your tablet.  Lead notification in your email?  Recall the customer on your phone to call them or email a response and stop the clock on the lead!

ProMax Mobile isn't just for your smartphone, either.  It works on any browser, so you can use it on your Mac or PC too.

Since we were adding so many new features we updated the menu with a sleek new look, too.  Now it's easier to read and navigate on even the smallest screens.

 

 

And we're not done yet!  We're going to be adding loads of new functionality to the Mobile Workscreen in the coming weeks and months.  Keep an eye on the blog for updates, or check our ProMax Mobile blog.

 

'Run New CB' button

We added a "Run New CB" button to the top of the Credit Bureau screen:

Other Changes and Fixes

• Last Month we added the ability to Show or Hide certain Statuses for individual users.  Now, to make this config option easier we've added hyperlinks to the popup enabling you to "Show All" or "Hide All".  [Item 190814]

• We updated the Inventory Vehicle Notes so that multiple Photo Manager uploads done at the same time for the same vehicle will now create one comprehensive note, rather than many smaller notes.  [Item 193695]

• Proposals printed from the Retail/Lease screen are once again accessible from the Manager Dashboard Desk Log.  [Item 192071]

• We fixed an issue on the Daily Workplan Call Log that was removing sort order when filters were changed.  [Item 81739]

• We added a "Show All Calls" checkbox to the Daily Workplan Outbound Calls screen.  [Item 191860]

• Https links in Customer Workscreen Notes will now work as clickable hyperlinks.  [Item 168120]

• We added a new option in BDC Settings: "Do not count Fresh Walk Ins in Appt Results in BDC/Sales Report".  [Item 172401]

• We corrected an issue with the Internet Dashboard Prolink and Website Usage Report that required you to recompile the report each time you clicked a link and navigated Back.  [Item 187080]

• BK Online leads will no longer show on the Internet Dashboard by default.  [Item 191835]

• We added two new Communications variables: "Last Delivered Vehicle Stock Number" and "Last Delivered Vehicle Sale Price".  [Item 60230]

• We fixed an issue with the emailed HTML version of the Sold Vehicle/Profit Report that was omitting some rows at the bottom.  [Item 191022]

• We added "County Road" as a Street Type on the Customer Workscreen.  [Item 191652]

• We fixed a column header on the Manager Dashboard Department Forecast Settings popup.  [Item 194569]

• The "Miles/Year" field in deals started on the Lease F&I screen will now respect the "Default Miles Per Year for Leasing" setting in Admin -> Desking.  [Item 192393]

• We fixed an issue with the 'Nearest Relative Phone Number' not printing correctly on certain credit applications.  [Item 82702]

• "County" is now sent with customer information to DealerTrack DMS.  [Item 139699]

• We fixed a bug affecting Colorado dealerships that was clearing the "County" field on the Customer Workscreen  after navigating back from Desking.  [Item 193628]