ProMax Dealer Updates

ProMax version release - 9.7.31. September 26, 2012

Version Update Highlights

• From the Credit Application, you have the option to drop a co-applicant from a joint record.  When dropping a co-applicant and sending to the prospect log, you are now presented with an option to "Copy Saved Deals to the Co-Applicant". [Issue 115749]

• When sending an email via the Communications Screen, users are presented a pop-up input box to validate the subject line.  If a user cancels out of this input box, the email will now be cancelled - before it continued on and sent to all filtered customers. [Issue 117255]
• VIN has been added as an available column on the Salesperson Inventory Report.  This column can be turned on in the report settings. [Issue 85660]
• Configuration added for displaying mileage on the  used vehicle window stickers  (ProMax Websites).  Mileage is shown by default, but can be hidden using this new configuration setting. [Issue 118306]
• New Guest Information Sheet configuration setting to hide/show the customer signature block at the bottom of the page.  By default, the signature line will continue to print as always. [97536]
• When completing a call in the Outbound Call Note Editor for "Appointment Scheduled" follow-up, users will now be presented with the Appointment Confirmation popup to more efficiently mark an appointment confirmed. [117364]
• Saved Deal Worksheets will now show saved Rebate and Aftermarket items the displayed payments are based off of. [Issue 117589]
• Changing Sales Rep 1 or 2, F&I Manager, or Sales Manager 1 or 2 on the F&I Screens will now create a customer note for the change and will prompt for Follow Up reassignment. [Issue 115110]
• Removed the pre-filter check for SSN's starting with an '8' before an app is submitted to DealerTrack. As of fairly recently, valid SSN's can now start with an 8. [Issue 117810]

 

Miscellaneous Fixes Implemented:

• Fix for displaying added accessories on the lease only proposal.  [Issue 118340]
• The Gas Savings proposal should now print on one page for lease deals containing Rebates. [Issue 117694]
• Fix for delivered customers not counting correctly on the Advertising & Sales Report when transferred within a Dealer group. [117799]
• Corrected an issue sending application over to DealerTrack DMS via a Deal Upload.  [Issue 99521]
• Calculating tax on Acquisition Fee will now use the deal sales tax rate instead of the state lease tax rate.  [Issue 116449]
• User access issue corrected on Sales Ranking Report. [Issue 117861]
• Gas Savings Proposal updates:  disclaimer added and some additional minor tweaks. [Issue 117169]
• Fixed a print issue on the Gas Savings Proposal when Show Trade and Show Tax were both enabled. [Issue 117980]
• Fixed a problem on the Filter/Sort where sorting by CDR would cause an error. [Issue 117881]
• Corrected recent change to sort pictures before exporting them to ProMax Websites and other 3rd party websites. Certain oddly named photos were preventing the process from completing. [117944]
• Corrected default sorting of the Salesperson Ranking Report [Issue 117571, 31742]
• The Save and Delete buttons are now hidden on the Note Editor when the user access option of "Can Edit Notes" is turned off.  Additionally, the user can no longer change the visit type. [115567]
• The SalesRep Tracking report has been optimized to reduce calculation time.  [Issue 109337]
• Corrected an issue on the New/Used Vehicle Web Reports when adding Web Comments.  When a comment is cleared, and the report is compiled, the "Comments" column will now correctly display "No". [61289]
• Fix for delivered customers not counting correctly on the Sales Ranking report when transferred within a Dealer group. [117796]
• Fix for prices not displaying if stock # was manually entered on a Deal Worksheet. [Issue 118226]
• Fix for (retroactive) delivered automated follow-up on imported deals where no deal type was present. [Issue 114260]

ProMax version release - 9.7.25. August 17, 2012

Version Update Highlights:  

Additional proposals now available.  There's a great looking Bi-Weekly proposal as well as a new Alternate Choice proposal - that is available with or without a powerful Gas Savings option.  Click the image to view a larger version.

   

New Features and Other Updates Just Introduced:

• When performing a Recall, the search results will now include the Last Showroom Visit date to make it easier to identify the correct person. [Issue 115245]
• When editing Automated Followup in the Admin->Automated Followup screens, we now save your position in the list when making changes to make it easier when changing screens.  [Issue 112290]
• When viewing a delivered deal, the showroom visit associated with the deal is now displayed instead of the latest showroom visit.  [Issue 80944]
• Changing the sales rep, cdr, or sales manager on the Customer Workscreen will now check for follow up assigned to that employee or to the position that is being reassigned.  [Issue 27910]
• Additional Black Book values added to the Inventory Report Builder (FMV minus Cost and % of BlackBook Loan minus Cost).  [Issue 63444]
• There is a new config option for showing Price/Payment on F&I Menu options:  Price, Addition to Monthly Payment, or Neither.)   [Issue 81862]
• The Customer Workscreen has a Company Name hyperlink to allow data entry for a company name and address associated with the customer record. This popup screen now has the automation to lookup city/state based on zipcode.  [Issue 114600]

 

Miscellaneous Fixes Implemented:

• There was an error generated when deleting a Closest Relative from the Credit App screen. [Issue 115380]
• On the Debt Ratio Analyzer screen, we'll only add the Co-Applicant's income if the app is currently marked as Joint.  [Issue 96452]
• From the Lender Review & Submittal Screen, the income and debt ratio analyzer was not including co-applicant income.  [Issue 109173]
• When setting a co-applicant's income on a Subprime Search screen, there was a chance of updating the applicant's income instead.  [Issue 96590]
• When backing out of a delivery process, we now ensure that the customer status is not changed. [Issue 79945]
• When a zipcode entered on the Customer Workscreen that auto-populated the City/State fields (which was introduced fairly recently) the County dropdown wasn't working until you re-entered the field.  [Issue 111528]
• Vehicles delivered without a deal were not displaying on the BDC and Sales Management Report.  [Issue 81655]
• Clicking on a Showroom Visit note on the Customer Workscreen of a brand new customer in some cases generated on an error.  [Issue 115382]
• The Reynolds Integration offers a dealer-customizable list of status codes to filter out undesired vehicles in ProMax inventory.  There were some Reynolds updates that created a vehicle in one status and then updated the vehicle in another status. We'll now remove the vehicle from ProMax if the update is from a filtered-out status.  [Issue 106853]
• There was an error introduced in a recent version that caused a problem when attempting to search inventory in desking using a Lease Search.  [Issue 109961]
• Experian Standard View credit reports sometimes displayed some odd characters in the alternate names line. This has been corrected.  [Issue 115076]
• Corrected the payment field on the Installment Tradelines for the Equifax EZ-Read View credit reports.  [Issue 113562]
• The Used Vehicle Summary, a Manager Dashboard inventory report, Current Monthly Sales included new vehicles.  [Issue 87581]
• Corrected some column headers on the Lead Management Report  (ex: Last Attempted Call changed to Last Attempted Contact.)  [Issue 79902]
• Corrected the customer menu popop on the Daily Work Plan to prevent it from possibly being located partially offscreen.  [Issue 115022]
• Corrected the user access on the Inventory Web Reports to ensure for editing the Sale Price, Comments, etc.  [Issue 115022]
• Will display images in numeric order on the screen for the photo import.  This was a problem when we added support for up to 99 photos per vehicle.  [Issue 114766]
• Removed wholesale deals from counting on the Desklog Summary Report on the Manager Dashboard.  [Issue 114112]