Version Update Highlights:
- MAZDA CERTIFIED - ProMax is now a Certified Lead Management Provider for Mazda! Our real-time disposition reporting is now live. Call Melissa Sinclair to sign up.
- Added additional columns to Instant Screen Invoice Detail report - 'Action Taken By' and 'Status'. Dealership can now filter report results based on Instant Screen Offer Presented status. [Issue 123637]
- The Standard Fees screen has been updated to include options for fees 7 through 10. [Issue 120727]
- 'SubPrime F&I' has been added to all desking navigation menus. [Issue 114633]
- Added an option in Admin -> Desking to 'Delete undelivered deals after __ days'. Allowable range is 1 to 30 days. [Issue 115771]
- Many new form variables have been added for credit insurance. Net and Gross variables for Amount Financed, Payment, and Insurance Premium for deals with No Insurance, Life Only, Accident and Health only, and Both. [Issue 120900]
Miscellaneous Changes Implemented:
- Changed the BDC Management Report (Prospect Listing screen) lender list box to select one or more lenders, or to select the "All" top option which clears selecting any other options in the list box. The Lender box has been moved to the right side of the screen and uses the new color scheme. [Issue 123924]
- Corrected the Money Due Report to allow the stock # column to sort alphabetically. [Ticket 123145]
- When the new Photo Manager is enabled and a vehicle is delivered, all photos for that vehicle, except the default photo, will be removed. [Issue 121957]
- Added new letter variable to correspondence to support CDR phone extension. [Issue 123906]
- A name suffix value of 'V' has been added to EzUp so that the fifth generation suffix will no longer be lost. [Issue 123772 ]
- Fixed DT DMS Leased Deal upload to not place Tax amounts into the OverrideTaxRate fields. OverrideTaxRate 2-6 will be set to zero. [Issue 123832]
- "Black Book Loan minus Cost" has been added to the Inventory Report Builder. [Issue 123125]
- Updated the calculation for California License fees. [Issue 123508]
- The County popup for California has been changed to remove break point information and replace it with County Fee. This new fee will overwrite License Fee 2 information. [Issue 123399]
- Fix: Accessory cost is no longer being subtracted twice when computing Commissionable Gross on the Retail F&I screen. [Issue 123489]
- A few minor aesthetic changes made to the BDC Productivity Report. [Issue 120399]
- Multiple color scheme and aesthetic updates made to the ROI Reports (Summary and Detail). [Issue 120945]
- The Inventory Notes screen has been updated to verify the user has proper permissions to view notes before displaying. This prevents unintended viewing of vehicle related costs. [Issue 120989]
- The Internet Dashboard-->Leads-->Summary report now reports deliveries without deals (Delivered Vehicles) in the sold columns. The delivered vehicle information is also now shown instead of the desired vehicle for delivered vehicles. [Issue 122114]
- Modified Internet Leads Dashboard to lookup contact time for leads using applicant's customer notes for leads that are currently assigned as a co-applicant when co-applicant does not have any contact customer notes present. [Issue 120227]
- Added new button to the Misc. 3 tab of Lease Lender Presets that will allow a max amount of the Rebate to be used when covering 1st payment. [Issue 123267]
- Modified wording for the TransUnion High Risk Fraud Alert Message Code 3001 to 'Input/File SSN Reported as Suspicious or Minor SSN'. [Issue 117172]
- Added a new 'Status' column to the 'Sold' detail (drill down) information on the BDC Sales & Management report. This new column will indicate if the deal was 'Delivered' or 'Sold - Spot'. Also changed the 'Delv Date' column to 'Sold Date'. [Issue 123157]
- Optimization made to the Sales Ranking Report [Issue 123292]
- Corrected 'Appts Set' count on the BDC Sales & Management report. Column will now correctly count based on the date the user set the appointment. [Issue 123210]
- The email penetration percentages on the Heat Sheet Report and My Heat sheet are now correct. For each salesperson this is calculated by dividing the number of customers with email by the number of customers contacted. [Issue 122579]
- The Dashboard - Sales Ranking 'Sold' detail (drill down) information will now display deal information for 'sold-spotted' deals. [Issue 123162]