ProMax Dealer Updates

ProMax Version Release 2015.2.23.3 - February 24, 2015

Enhanced Two-Way Integration with

CDK Global (formerly known as ADP)

 

ProMax Unlimited is now a certified member of CDK Global’s Third Party Access Program enabling dealers with ProMax a fully automatic integration with CDK.  What does this mean for your dealership?

• Maximized Efficiency and Accuracy- No more double data entry or copy-and-pasting from one system to another
  
  
• Automated Near-Real Time Transfer of Data- Inventory, closed ROs, and delivered deals are all kept up-to-date
  
  
• Improved Workflow-  Seamless integration between the two systems increases productivity and decreases errors
  
  
• Enhanced Security-  Data security is continually tested, monitored, and approved

 

For more information on how this enhanced two-way integration can help your dealership, please contact your ProMax Account Rep.

 

Other Changes & Fixes

• We added a "Show Department Detail" option to the Leaderboard on ProMax Mobile.  [Item 187585]

• We added two new variables to the Prospect Activity Report Builder: "Service BDR" and "Customer Created Date".  [Item 209029]

• We fixed an issue with the Outbound Calls log in the Daily Workplan displaying an incorrect default date for customers with no previous call attempts.  [Item 216305]

• For Chrysler and Nissan dealerships we've added a new option under the Lead Management Report dropdown, "Send To Manufacturer", which enables you to track all customers sent to your OEM in a selected time frame.  [Item 129619]

 

 

*CDK Global is a trademark of CDK Global, LLC

ProMax Version Release 2015.2.16.1 - February 17, 2015

 Updated Instant Messenger

In order to address an ongoing issue with ProMax Instant Messenger that was causing ProMax to crash, we have updated to a new Instant Message text editor.  The new editor has very similar functionality and is nearly the same cosmetically, but it will not cause ProMax to randomly crash.

This problem was isolated to certain Windows Security Updates, and despite affecting a large number of software users, Microsoft has not yet released a sufficient solution to the problem.  The workaround of removing certain Windows updates was becoming too cumbersome for our customers, so we have proactively addressed the problem.  

We sincerely apologize for any inconvenience this issue has caused your dealership.

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

IMPORTANT NOTE: For users to message one another via the new Instant Messenger, they will have to update to the newest version of ProMax.  This is done automatically by logging in to ProMax.

 

New 'Set Password' Feature

We're continuing to improve the security of your passwords in ProMax.  As you may have seen in our last blog post, all passwords now respect case sensitivity and cannot match other users' passwords at your dealership.

This week we're adding an easier way to set your password in ProMax, with a new 'Set Password' button in Admin User Access:

When you select 'Set Password' you will be prompted to type your New Password and then retype it to confirm.

The button just to the left of 'Set Password', labelled 'Reset User Account', mimics the functionality of the 'Password' hyperlink that was previously here.  Selecting 'Reset User Account' will trigger the same popup the 'Password' hyperlink used to:

 

Other Changes & Fixes

• We made some enhancements to the CB Analysis Report to make it run faster and improve the handling of merged customers.  [Items 211975]

• We improved the Prospects Filter/Sort "Call Back" filter to always look for the 'best' call back.  [Item 213720]

• We've added a warning message popup for when a user attempts to deactivate an email account used for Lead Delivery.  [Item 215203]

• To ensure that closing ratios on the Internet Dashboard are accurate we will now prevent the Lead Sources "GM: Service", "GM: Parts", and "GM: Body Shop" from appearing there.  [Item 134142]

• We added two new variables to the Inventory Report Builder: "BlackBook Retail (Clean) - ACV" and "BlackBook Retail (Clean) - Cost".  [Item 212456]

• In ProMax Mobile we added the Showroom Visit sub-menu when adding a New Customer, eliminating the need for the 'Visit Type' dropdown menu.  [Item 214029]

• We updated the Guest Information/Trade Appraisal Sheet to correctly mark the selected equipment on trade ins.  [Item 85040]

• We fixed a bug that prevented users from sending multiple emails from the Daily Workplan when no printer is set up.  [Item 211295]

• We updated both the Lead Management Report and the BDC & Sales Management Report to eliminate duplicate customers from being listed.  [Items 198583 & 212424]

• We added new Forms variables for Aftermarket expiration dates.  [Items 192913]

• We resolved an inconsistency for users who had checked both "Access Only My Prospects/Customers" and "Access Only My Team's Prospects/Customers" in Admin User Access.  [Item 84558]

• We updated the "Last Contact" field so that it will reflect local time in all instances.  [Item 82904]

• We addressed an issue that was sometimes causing ProMax to crash when submitting deals to Reynolds & Reynolds.  [Item 212241]

• We fixed a timeout error that happened sometimes on the "Add Vehicles to Needed Inventory List" screen.  [Item 214637]

 

Important Notice About ProMax User Passwords

At ProMax, we are always working to make our systems more secure.  In recent months we have greatly increased security by strengthening our user password standards.  In our next update scheduled for 2/17, two more important changes will take effect:

1. Case sensitivity will now be enforced on all passwords  
   
   What does this mean?  It means that passwords created with capital letters must always be entered with those letters capitalized.  If your password was entered as "ProMax135", it will no longer be sufficient to type "promax135".  Uppercase letters must be uppercase, and lowercase letters must be lowercase.
   
   
2. Newly created passwords cannot match any other user's password at your dealership
   
   This will not affect passwords currently in use until the next scheduled time you are prompted to change them.  It will affect all new passwords created from this point forward.

 

We appreciate the highly sensitive nature of the data your dealership collects on prospects and customers, and we are making every effort to protect you.  With high profile data breaches at major U.S. companies frequently in the news, it has never been more crucial to limit the exposure created by weak passwords.   

ProMax Support is unable to view passwords or update users' passwords.  For assistance with this, please contact the ProMax administrator at your dealership.

 

If you have other questions regarding these password changes and how they may affect your dealership, please contact your Account Rep.

 

ProMax Version Release 2015.2.3.1 - February 5, 2015

2015 Marked Our 20th Year at NADA

and We Couldn't Have Done it Without You!

Thanks to all of our great dealer-customers for making NADA 2015 such a great show!

Check out photos from NADA on our Facebook page

 

ProMax Mobile Improvements

• We added an easy shortcut to a customer's Mobile Workscreen from your Email inbox.  Any email from a customer with a record in your system will automatically display the customer's name as a hyperlink before their email address.  Clicking on the email address or subject line will still navigate you to the email message.  

• We added an "Inbound Call" option on the Mobile Credit Application, and we updated the look of the dropdown menu.

• We also updated the Email 2.0 header and added a top menu to mirror the ProMax Mobile header and menu. 

Forms Enhancement

We've made improvements to Admin Lender Guidelines that could help streamline your Forms printing.  Under each lender there are two new button options for "Insurance Address" and "Vehicle Owner Address" enabling you to update these for all pertinent institutions. 

For more information on how this change can improve your Forms printing, email our Forms Department at [email protected] or call 800-322-9034 ext. 207.

 

ProMax Changes & Fixes

• We redesigned the Purchased Vehicles tab, adding more information and making it easier to navigate to.  We've moved it from a subheading under Notes & History to its own tab on the Customer Workscreen, and enhanced it with lots of new data fields from Owner Base.  [Item 207487]

• We made it easier to switch between 'New' and 'Used' versions of several Internet Dashboard Reports.  [Item 211765]

• When a CarFax report is pulled in ProMax it will now be added to the CarFax Hot Listing so it automatically shows up on all dealer websites.  [Item 200721]

• Spotted deals that aren't delivered will now be unspotted by incoming third party deal processing.  [Item 193530]

• We fixed a refresh issue with the Prospect Activity Report Builder that was sometimes preventing certain filters from saving.  [Item 206719]

• We updated our Lease Deal submittal process to RCI to always check for a "Days To First" value.  [Item 147973]

• We added a new column for "Ad Source" to the Internet Dashboard Leads tab.  [Item 205935]

• We fixed an issue that was causing occasional errors on Lease deals in the state of Minnesota.  [Item 209676]

• We updated our Lease Tax calculations for the state of Illinois.  [Item 213768]