ProMax Dealer Updates

ProMax Version Release 2017.9.19.2 - September 20, 2017

New Filtering Options for Customer Workscreen Notes

We've added a new dropdown menu to the Customer Notes section of the Customer Workscreen that enables you to filter and select specific types of notes in the display.

You can "Hide System Notes" as you could previously, but now you can also choose to see only notes from certain categories: Compliance, Emails, Phone Calls, or Texts.

 

Other Changes & Fixes in this Version

• We added "Score" and "Pull Date" columns for each of the three credit bureaus on the Prospect Activity Report. [Item 396827]
• Instant Screens will now run automatically when opening the Instant Screen form if there is no prior Instant Screen on the customer and all the required information is present. [Item 406219]
• We updated the Mobile Workplan so that "Calls" and "Other" are the default selections for managers. [Item 404795]
• We updated the CB Analysis Report to ensure Sold counts were accurate in cases where a Showroom Visit and the Delivery occurred in separate months. [Item 406817]
• We've added a new Co-Signer proposal option. A variation of the Alt Choice, this proposal enables you to present an option with a co-signer and to set the proposed Rate yourself. [Item 406245]
• We updated the CDK outbound customer sending so that customers without valid email addresses will now be sent to CDK with email value of N/A, to allow for dealerships that require email on customers. [Item 386388]
• In navigation menus we changed the "Submit Credit App" verbiage to "Review & Submit". [Item 406225]

ProMax Version Release 2017.9.6.1 - September 7, 2017

Industry Summit Next Week in Dallas

The Industry Summit is being held next week in Dallas, Texas from September 11-14, and we'll be there in Booth #309.

ProMax CEO John Palmer will be holding a speaking session on soft pull technology on Wednesday at 2:15 in the Grapevine C Room of the Gaylord Texan Resort & Convention Center.

Soft pull technology can be utilized in your showroom, on your website, on your social media platforms, and in email marketing campaigns. Used correctly and compliantly, it is an easy and low-cost method of supercharging lead generation and increased profits. You do not want to miss this session!

 

Changes & Fixes in this Version

• We added a "No Score" hyperlink option to CB Score columns for customers that have had a credit report pulled but did not yield a score (previously just displayed a "View" hyperlink for those customers).  Item [396690]
• We added a new option in Admin -> BDC Settings to "Count call notes as "Notes Added" in BDC Productivity".  [Item 396829]
• Managers navigating to the Daily Workplan will now be defaulted to have "Calls" and "Other" checked.  [Item 144989]
• We added a "TO" column to the Managers Dashboard.  [Item 402657]
• We updated the Credit Application References tab, adding a "Make Co-Applicant" button and also the ability to run an Instant Screen from here.  [Items 402818 & 404227]
• We added a new dropdown in Admin -> BDC Settings that enables you to confirm an appointment 7 days before and/or after a Showroom Visit.  [Item 395311]
• We updated the Lender Review & Submit screen to include more Score Model information.  [Item 397500]
• We added a radio button toggle to the Credit Bureau Analysis Report enabling you to sort it by "CB Pull Date" or "Visit Date".  [Items 400779 & 400780]
• We updated some items relating to Colorado taxes, including making "State" a link to the editable Tax Rate popup on all Desking screens.  [Items 401299, 402280 & 402437]
• We updated the way email 'Opens' were counted to prevent viewing a Sent email from counting as an Open.  [Item 397897]