Hide Duplicates and Co-Applicants on BDC Reports
We added options to "Hide Duplicates" and "Hide Co-Applicants" to both the BDC Productivity Report and the BDC & Sales Management Report:
New ProMax Mobile Login Screen
We've updated the look of the ProMax Mobile login screen:
Customer Suggestion Portal
We're always working to make ProMax better! We recently introduced a great new way for YOU to help us- it's called the Customer Suggestion Portal. You can get there from within ProMax:
Here's a popular suggestion from YOU that we implemented this week:
- Vehicle location in desired vehicle pop-up on customer workscreen - "we have 5 different lot locations that a vehicle can be located, when you type in the stock number on the desired vehicle pop-up it gives you the vehicle info but you still have to go back through the inventory record or pull an inventory report to see where the vehicle is located. I would like to see if we could add a lot location next to the mileage field in the desired vehicle pop-up so we could instantly identify the location"
Other Changes & Fixes in This Version
- We added a new "Paid To" field in the Aftermarket Items popup in Admin -> Desking and a corresponding Forms variable. [Items 447554 & 450711]
- We added a new "Check For Duplicates" button at the end of the row of gray tabs at the top of the Customer Workscreen. [Item 491241]
- We added a 'Showroom Visit' notification when trying to create a Showroom Visit for a customer who already has one for that day. [Item 487418]
- We updated RouteOne Business Credit Apps to ensure data in all fields displays correctly. [Item 487372]
- We reconciled a dupe lead counting discrepancy on the Internet Dashboard. [Item 495279]
- We now record changes made to fields when merging customers in the 'Merge Prospects' note. [Item 473641]