ProMax Dealer Updates

ProMax Version Release 2015.7.29.1 - July 30, 2015

 

Changes & Fixes in this Version

• The User Access Report now tracks when users are locked out due to consecutive failed login attempts.  [Item 226644]

• We updated the Tax Group lookup process to ensure accuracy on DealerTrack submittals.  [Item 217790]

• We fixed an error that could occur when trying to Print Forms while building a lease.  [Item 241201]

• We corrected a bug on the Logon Report that left the User Name field blank for users switching between dealers within a dealer group.  [Item 239131]

• We fixed an issue with the Sent To Manufacturer Report that was preventing some users from accessing it.  [Item 242330]

• We updated the method for calculating Lease Tax for dealers in the state of Georgia.  [Item 241126]

Attention ProMax Users - Corporate Training This Week

Equifax Issue Resolved

Earlier today Equifax was experiencing an issue that was preventing users from pulling credit reports.  Equifax has resolved the issue.

DealerTrack Issue Resolved

 

DealerTrack made a change to its platform yesterday that was preventing ProMax dealers from submitting applications.  

This issue has been resolved, and we apologize for any inconvenience this may have caused.

 

 

ProMax Version Release 2015.7.21.1 - July 22, 2015

New & Improved Submittal Screen

We've updated our Lender Review, Submittal And Callback screen to include lots of additional information about the customer, the deal, and the lenders:

• Display of CB summary eliminates the need to navigate back and forth to the Credit Report
• See a snapshot of all Saved Deals
• Add notes before submitting to a lender
• Fields highlighted in yellow show you credit scores that would be accepted by that lender that have not been run yet
• Ability to configure individual tiers for each lender

As with the previous version of the screen, values in fields within a lender's guidelines are green, and those outside the lender's guidelines are red.

If you're interested in getting the new Submittal screen activated for your dealership, call your ProMax Account Manager.

Other Changes & Fixes

 

• We've added tracking for activation and deactivation of email accounts to the User Access Report.  [Item 239077]

• We recently updated the Driver's License Scan in ProMax Mobile so that now you have the option to Save a scan that cannot be processed for whatever reason.  We have since fixed a bug that was preventing these scans from being viewed within ProMax.  [Item 239244]

• We are now displaying the selected book value in the Estimated Equity column of Owner Base for Cash deals.  [Item 216797]

• We did some maintenance to the Manager Dashboard Leader Board to ensure that the drilldowns only display pertinent information and that "Work Days" were being counted correctly in all instances.  [Items 190741 & 232728]

• We fixed a counting issue with the Lead Management & Results on the Manager Dashboard that could arise if a customer had more than one delivery by different salespeople within the specified period.  [Item 154538]

• We corrected an issue with notes added from the Outbound Call popup not always reflecting a dealership's local time.  [Item 233086]

• We fixed an Ebrochure display issue that sometimes occurred in Gmail.  [Item 233633]

ProMax Version Release 2015.7.10.1 - July 14, 2015

ProMax Now Integrates with GoMoto

ProMax has completed a certified integration with GoMoto, a nationwide retailer of interactive in-dealership technologies.  An in-store extension of the online shopping experience, GoMoto's Digital HUB kiosks enable consumers to scan their Driver's License, value trades, build vehicles, browse dealer incentives, and much more.

For more information about how GoMoto's products can help your dealership, visit their website or contact Melissa Sinclair at ProMax at 563-344-7648.

 

New Incoming Text Notification Options

 

 A few weeks ago we added the ability to get customer text notifications on your smartphone.  Now we've made it a configurable option, so you can opt to get notifications sent to your phone, sent to you within your ProMax system, or both.

There's a new "SMS Options" popup when you click on the SMS/Cell Email Address field in Admin User Access:

 

BDC and Sales Management

Report Enhancements

We've added a number of new percentage columns to the BDC and Sales Management Report to help you better track this data:

 We also updated the "Contacts" count to be based on your dealership's BDC Settings for 'Update Last Contact' to ensure that all counts are accurate.

 

Upcoming Technical Update

 The IP (Internet Protocol) addresses used by ProMax will be changing in July.  While these changes should not cause service interruptions, some dealerships with advanced firewalls or web filters that strictly lock down their Internet access will need to take action.  If you know that your dealership has tight restrictions in place, then you should be prepared to make changes and contact your ProMax Account Manager for further details.

The address that each dealer uses to communicate with ProMax is stored on a per dealership basis, so if the address change causes ProMax logins to fail, a call to tech support is all that will be necessary to have the change temporarily reversed.  (For reference, the old addresses are 65.125.108.1-254 and the new addresses are 198.178.114.1-254.)

 

 

Other Changes & Fixes 

• In ProMax Mobile we added an Instant Screen link to the Mobile Workscreen.  [Item 236791]
• We fixed a bug with the Multi-Option Proposal that was causing crashes when the APR field was cleared.  [Item 211011] 
• The cursor on the Outbound Call Note Editor now defaults to the "Notes" field rather than the "Status" field.  [Item 226361]
• We fixed a bug with the Call Log sometimes not displaying calls for certain BDRs.  [Item 127796]
• ADP customers now can also be matched on Social Security Number.  [Item 234095]
• We added "Spouse" as an option in the relationship field to a number of places in ProMax including the Credit App, Review & Submit, and Run CB.  [Item 228348]
• We corrected an issue that was sometimes preventing a change to a customer's State, ZIP, or County on the Customer Workscreen from carrying over to a Desking screen.  [Item 236808]

Training Spotlight of the Month - Email Campaigns

Want to learn how to use ProMax Email Campaigns to take your email marketing to the next level? 

Then check out our latest training video and you'll be an expert in no time!

Learn all about Email Campaigns:

• Advanced Analytics give you all the data you need to evaluate your progress on easy to read reports.  Track Opens, Clicks, and much more with drilldown reporting.
  
  
• ROI Tracking provides the most important data of all: gross.  Track Appointments, Shows, Front and Back Gross, and more on intuitive charts and graphs.
  
  
• A/B Testing enables you to supercharge your email marketing.  Try out different subject lines or special offers and see what gets you the best results.

 

Click here to view the Email Campaigns video

ProMax Version Release 2015.7.1.1 - July 2, 2015

Edit Employee Assignments

From the Mobile Workscreen

We've added the ability to edit employee assignments from the Mobile Workscreen:

Now you can change the Sales Rep or the BDR right from your smartphone or tablet.

 

Email Campaigns Updates

 Last week we released Email Campaigns and the response has been great!  Our new email marketing tool gives you everything you need to send fantastic messages and track their success every step of the way, from Open to Click to Appointment to Gross on the deal.

This week we're adding a new option to Filter/Sort to help prevent customers from getting duplicate messages: a filter for "All with Unique Email Address":

You can use this option to prevent sending duplicate messages.

 

We've also made a number of updates to the Email Campaign Report:  

• We added the ability to Export the report.  
• We added a Totals row to the Stats table on the Email Campaign Summary Report.  
• We added a button from your personal email screen that links to the report.

 

New "Text" Option

For 'Best Way to Contact'

on Customer Workscreen

We've added "Text" as an option on the Customer Workscreen for the best way to contact a customer:

 

Other Changes & Fixes

• We added a new popup on the Subprime Search to the tier links in the list of lenders that enables you to see each of the tiers and their requirements before selecting an option.  [Item 237367]

• We updated the Driver's License Scan in ProMax Mobile so that now you have the option to Save a scan that cannot be processed for whatever reason.  So if you have a scan that could not provide parsed data, but is good enough for you (and you manually enter the required info) you will no longer be forced to rescan.  [Item 228518]