ProMax Dealer Updates

ProMax Version Release 2019.1.30.2 - January 31, 2019

ProMax Email Has a Brand New Look

If you came by our booth at NADA (or read the blog) you know we just rolled out the ProMax App as a native app available in the Google Play Store and the App Store.

In conjunction with the ProMax App, we're doing a complete redesign of ProMax Mobile. This week we're releasing the newly updated email screens.

Keep an eye on the blog or the ProMax Mobile Blog for news and updates on the ProMax App and the ProMax Mobile platform.

 

Other Changes & Fixes in This Version

• We added user-specific Auto-Compile options to several main reports: Manager Dashboard -> Desk Log, Manager Dashboard -> Leader Board, Internet Dashboard -> Leads, Dashboard -> Appointments, and Prospects -> Appointment Log will each have the following options: No Auto Compile, Today, Last 7 Days, Week to Date, Month to Date. [Item 511682]
• We added drilldown results to the Daily Workplan Management Report. [Item 432672]
• We've added an "ACV" field to the New Inventory screen which is compatible with Inventory Imports from all DMSs. [Item 412632]
• We updated the Lead Management Report -> All Leads to hold its sort after navigating to a specific customer and then returning to the report with the "Back" button. [Item 512804]
• ProMax will now create an Inventory Note when a user changes a used car's Paid Off Date, Safety Check Date, or Registration Date. [Item 513257]
• ProMax will now create a Printed Note when a user prints a Bookout Sheet, Buyer's Guide, or Window Sticker on a used vehicle. [Item 512883]
• We added many new Forms variables involving Employer addresses for both Buyer and Co-Buyer. [Item 513681]
• We added the ability to select a dealership in the Schedule Activity tab of the Outbound Call Note Editor. [Item 513198]
• We added the ability to select multiple locations to send a CAC app in the Submittal Config. [Item 513549]
• We added a new Forms variable for Michigan Sales Tax Credit. [Item 512173]
• We updated the Hide Duplicates function on the BDC & Sales Management Report to ensure that all leads are being correctly displayed with the appropriate dates. [Item 515883]
  

 

Customer Suggestion Portal Items

• "Bring up the inventory search list when you select the Desired Vehicle link in the customer screen" -"So you don't have to leave the customer screen to find the stock number, then go back into the customer screen with it."
  Users can now search for a vehicle while using the Desired Vehicle pop up.
  
  
• "Get to saved deals from a Desking screen" - "It would be nice to be able to go directly to saved deals from Desking rather than have to go back to customer screen and then to saved deals." Saved clicks from Desking to Saved Deals.
  
  
• "Allow the rep to put a personal note (green note) from the workplan work box rather than having to go into the whole customer workscreen" - "It would make working the workplan more efficient and save time from having to go into the customers profiles privately" This now functions like the personal note section on the Customer Workscreen.
  
  
• "It would be useful to be able to print a Guest Information Sheet for the Co-Applicant." - "For our purposes, we would find it useful to be able to print a Guest Information Sheet for the Co-Applicant in addition to, or instead of, the Applicant. This happens for a variety of reasons... but it seems this functionality would be fairly simply implemented." You can now print a Guest Info Sheet for the Co-Applicant.

 

 

Change of Address Notice

Attention ProMax and ProCredit customers, effective February 1st we will have a new address.

We are relocating our Corporate Office to:

ProMax
2900 AAA Ct.
Bettendorf, IA
52722

All our other contact information (phone, fax, email, etc.) will remain the same. If you have any questions about this change, please call your Dealer Support Specialist at 844-322-9034.

Thank you for your business, and have a nice day!

-your ProMax team

Come See the New ProMax App at NADA Show 2019

NADA Show 2019 is almost here, and we're going to be unveiling the new ProMax App!

The ProMax App has all the features of ProMax Mobile plus a VIN Scan and Driver's License Scan, all in a native app.

The look and navigation of the ProMax App is very similar to the redesigned ProMax Mobile, so check out ProMax Mobile for a preview, and we hope to see you at NADA at Booth #1421S!

ProMax Version Release 2019.1.16.1 - January 16, 2019

Come See the New ProMax App at NADA Show 2019!

NADA Show 2019 is only a week away, and we're going to be unveiling the new ProMax App!

The ProMax App has all the features of ProMax Mobile plus a VIN Scan and Driver's License Scan, all in a native app.

The look and navigation of the ProMax App is very similar to the redesigned ProMax Mobile, so check out ProMax Mobile for a preview, and we hope to see you at NADA at Booth #1421S!

 

 

Customer Suggestion Portal Items

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:

• "Export salesperson inventory to .csv or .xslx file" -"This would allow all kinds of filtering and search options without having to implement any major changes in ProMax."
  The Salesperson Inventory Report now has standard exporting capabilities.
  

 

Changes & Fixes in This Version

• We updated the Floor Traffic Analysis Report to display the Stock # of a Desired Vehicle if there is no deal for the customer. [Item 450042]
• ProMax now locks the customer record when accessing the Outbound Call Note Editor from the Daily Workplan. [Item 469478]
• We updated the way "Stock#" works in the Advance Filter Search on the  Inventory Report Builder. Stock# now matches the first few letters of the desired stock number, rather than being constrained to a single vehicle. [Item 407061]
• We added three new fields to the Used Vehicle Inventory Record: "Paid Off Date", "Safety Check Date", and "Registration Date". [Item 185168]
• We made some updates to the Salesperson Inventory Report, adding a "Location" column and adjusting the width of column headers to create a better display. [Items 217776 & 509599]
• ProMax now creates a "Trade Deleted" note on the Customer Workscreen whenever a trade is deleted. [Item 446440]
• We fixed an issue with Showroom Visit time stamps for Driver's License scans that could cause them to display incorrectly when the dealership and user were in different time zones. [Item 502194]
• We updated the listing of incentives so if a rebate is entered with a value but with a blank name, it will display above other blank listings without values. [Item 476355]
• We added Salespersons to list of employees you can select on the Confirmed Appt. popup. [Item 502147]
• We updated California and Colorado Tax Settings so that when creating a new deal, county information will be pulled on an existing customer when a ZIP code is present and a county name is not. [Item 228648]

ProMax Version Release 2019.1.9.1 - January 10, 2019

Auto-Compile Update

Auto-compile has been turned back on for the Manager Dashboard (Desk Log, Leader Board, and Appointments), the Internet Dashboard (Lead Detail Report), and the Appointment Log. In a coming version we will introduce user-configurable options for these items.

 

 

ProMax Version Release 2019.1.7.1 - January 8, 2019

ProMax Mobile Has a New Look!

New year, new ProMax Mobile!

We've updated the look of ProMax Mobile and made improvements to the top navigation and the user experience on many of the screens:

 

In just a few weeks at NADA we're going to be unveiling the new ProMax App!

The ProMax App has all the features of ProMax Mobile plus a VIN Scan and Driver's License Scan, all in a native app.

The look and navigation of the ProMax App is very similar to the redesigned ProMax Mobile, so check out ProMax Mobile for a preview, and we hope to see you at NADA at Booth #1421S!

 

 

Customer Suggestion Portal Items

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 some popular suggestions from YOU that we implemented this week:

• Unwound Report- Unwinding a DELIVERED deal should not happen except in rare cases. Management should be able to run a report of deals which have been unwound within a time frame and who unwound them.
• Add export to needed vehicle report- add export function to needed vehicle report.
• A one time red flag / not available/ pop-up overide for admin/managers- once an admin/manager overrides a red flag or an email not available lead source not available stop making it pop up every single time you go back into that deal and stop asking me if I want to save the changes to a deal when no changes have been made.
• A Button To Reassign A Salesman's Customers Without Deleting The Salesman- We often promote from within. It would be great if when we do this we could reassign the salesman's customers without having to do a filter/sort that you can only do 50 customers at a time or having to delete your employee altogether. We need a button that will reassign all customers in the background just like when you delete the employee.

Other Changes & Fixes in This Version

• We're disabling all auto-compiling reports within ProMax. All reports now require a 'Compile' click. [498804]
• Scanning a customer's Driver's License will now prompt an option to edit an existing visit for that day (if one exists) before creating a new one. [Item 500329]
• We created a new System Note type for Driver's License Scans. [Item 498616]
• We updated the Driver's License scan display popup to include the date and time of the scan. [Item 497351]
• We added several new Forms variables for previous addresses. [Item 497985]
• We added logic to 'unblock' a customer's Do Not Call phone number and display it on the Customer Workscreen if they register a Showroom Visit. [Item 474336]
• We added "Domestic Partner" to the Relationship dropdown list. [Item 501931]
• We added a variable for "# Texts Sent" to the Salesman Tracking Report. [Item 498400]
• We updated the Incentive Optimizer to allow superficially incompatible incentives to be selected if the amounts are zero. [Item 500601]
• We updated duplicate lead handling to go off of the overriding Lead Source (if there is one) rather than the original Lead Source. [Item 471865]
• We fixed a bug that was preventing the Showroom Visit date from displaying on Desking screens in some cases. [Item 355108]
• We fixed a bug that was preventing users from saving from the Purchased Vehicle tab of the Outbound Call Editor. [Item 498434]
• We corrected an issue on the Lead Management & Results Report that was preventing accurate Sales Rep information from displaying when there were duplicates on the list. [Item 500767]

Training Spotlight- Communications

Training Spotlight of the Month

Communications

 

Each month we post a new video highlighting new features in ProMax or reviewing things you may not be using to their fullest potential.

This month, we're focusing on Communications. Communications are essential to your operation, so we put together a quick refresher on all the tools ProMax has to offer. We recently added lots of great new email templates for you to use. Watch this month's video and learn how to:

• Create, edit, and browse email and letter templates
• Download new, updated email templates
• Initiate email campaigns
• Batch-print letters and address labels

Keep an eye on our Dev Blog for more Training Spotlights.