Make your own favorite tile set in the DX1 dashboard!
To make DX1 faster and easier to navigate, you can now select up to 6 favorite tiles from any section which will allow quick easy navigation without having to scroll every time.
There is also a Recently viewed section in the tile set which will dynamically update as you use DX1 and will give you direct access to your last 10 items in the following areas:
Customer Detail
Lead Detail
Part Inventory Detail
Major Unit Inventory Detail
Listing Inventory Detail
Part Sales Invoice Detail
Major Unit Sales Quote/Invoice Detail
Service Sales WE/RO Detail
Marketing
Customer Match Rules Updated
We have Updated current customer matching rules so that if there is an exact match on email address OR phone number (without a name match) then we assign the lead to the same assigned salesperson.
Opt-Out Instruction on SMS alerts
We have added opt out instruction on outgoing SMS. “Reply STOP to unsubscribe” displays at the end of automated SMS messaging.
Operations/DMS
Service Scheduler - Enhancements
We have added an “Appointment” link from WE / RO to an existing appointment in Service Scheduler
When you create a new work estimate using the "Create Estimate" button in the "Schedule Appointment" pop-up, a corresponding “Appointment” link will now be available in the WE/RO "Menu" drop-down.
If you delete a "Scheduled Appointment" with an existing link to the WE/RO Invoice, then the "Appointment" link in the Menu is no longer visible.
MU Sales Profit by Make Including Added Accessories
A new report called “Major Unit Sales Profit by Make” was added to the Major Unit Reports list.
This report allows you to clearly see
Profit by unit, make and overall
Accessories that were added to the unit - easy way to see if sales people are upselling customers when they come in to buy a unit.
Increased Part Number fields characters to 50
We have increased the allowable character count for the part number fields to allow up to 50 characters. This should fix the truncating display issue of part number.
Setting in Dealership Settings for How Long to Retain Voided Invoices
We have added a new setting in Dealership Accounting Settings where you can set how long to retain voided invoices (Parts, Service and Major Unit). The default selection is 12 months. Dealers should review and select the setting that makes the most sense for their business.
Bug Fixes and Other Highlights in this Release
Marketing
Fixed an issue when algolia Select Search Sometimes disappeared
Fixed an issue where offer section disappeared when model changed in listing inventory
Fixed an issue where Talon Price Sync changed Hide Price Toggle
Fixed an issue when it returned incorrect result when filtered manufacturer that is not available in a website
Removed KickFire related code
Removed Banner Builder Code
Fixed - "Show Current Model Year for Full Line Up" box not checked by default when creating a site
Operations
New XML fields for forms - Customer Cash Back Incentive Name(s)
Discard Changes warning coming up when it should not - Phase 1
SMS Notifications - Page freeze when click SMS template (Add New Customer)
Read only grids made responsive (Customer, MU and Dealership Settings)
Major Units
Save and View should not be prompted when selecting "unit profit" in MU Inventory
Red exclamation icon removed from MU Refresh
Parts
Parts SO Pickup - adding shipping before ship to remove taxes for part
Added a process to validate the quantity before submitting the order to Tucker
Fixed- Cannot call methods on igGridPaging prior to initialization; attempted
Unable to change part category - Fix Bulk Split
Fiche - Fixed- Fiche QTY OH not showing
Updated - Manticore search returns results from ALL catalogs (not just dealer owned)
Fiche - Updated Partsmart NEW web version and PMP Pro HTML Version
Accounting
Added the ability to map Private MU vendors to AR customer which is required for Holdback to work
Please respond with any questions, concerns, or feedback.
Mini Pathak
Marketing/DMS Release January 11th, 2021
All Dealers
Favorite Tile Set and Recently Viewed in DX1
Make your own favorite tile set in the DX1 dashboard!
To make DX1 faster and easier to navigate, you can now select up to 6 favorite tiles from any section which will allow quick easy navigation without having to scroll every time.
There is also a Recently viewed section in the tile set which will dynamically update as you use DX1 and will give you direct access to your last 10 items in the following areas:
Customer Detail
Lead Detail
Part Inventory Detail
Major Unit Inventory Detail
Listing Inventory Detail
Part Sales Invoice Detail
Major Unit Sales Quote/Invoice Detail
Service Sales WE/RO Detail
Marketing
Customer Match Rules Updated
We have Updated current customer matching rules so that if there is an exact match on email address OR phone number (without a name match) then we assign the lead to the same assigned salesperson.
Opt-Out Instruction on SMS alerts
We have added opt out instruction on outgoing SMS. “Reply STOP to unsubscribe” displays at the end of automated SMS messaging.
Operations/DMS
Service Scheduler - Enhancements
We have added an “Appointment” link from WE / RO to an existing appointment in Service Scheduler
When you create a new work estimate using the "Create Estimate" button in the "Schedule Appointment" pop-up, a corresponding “Appointment” link will now be available in the WE/RO "Menu" drop-down.
If you delete a "Scheduled Appointment" with an existing link to the WE/RO Invoice, then the "Appointment" link in the Menu is no longer visible.
MU Sales Profit by Make Including Added Accessories
A new report called “Major Unit Sales Profit by Make” was added to the Major Unit Reports list.
This report allows you to clearly see
Accessories that were added to the unit - easy way to see if sales people are upselling customers when they come in to buy a unit.
Increased Part Number fields characters to 50
We have increased the allowable character count for the part number fields to allow up to 50 characters. This should fix the truncating display issue of part number.
Setting in Dealership Settings for How Long to Retain Voided Invoices
We have added a new setting in Dealership Accounting Settings where you can set how long to retain voided invoices (Parts, Service and Major Unit). The default selection is 12 months. Dealers should review and select the setting that makes the most sense for their business.
Marketing
Fixed an issue when algolia Select Search Sometimes disappeared
Fixed an issue where offer section disappeared when model changed in listing inventory
Fixed an issue where Talon Price Sync changed Hide Price Toggle
Fixed an issue when it returned incorrect result when filtered manufacturer that is not available in a website
Removed KickFire related code
Removed Banner Builder Code
Fixed - "Show Current Model Year for Full Line Up" box not checked by default when creating a site
Operations
New XML fields for forms - Customer Cash Back Incentive Name(s)
Discard Changes warning coming up when it should not - Phase 1
SMS Notifications - Page freeze when click SMS template (Add New Customer)
Read only grids made responsive (Customer, MU and Dealership Settings)
Major Units
Save and View should not be prompted when selecting "unit profit" in MU Inventory
Red exclamation icon removed from MU Refresh
Parts
Parts SO Pickup - adding shipping before ship to remove taxes for part
Added a process to validate the quantity before submitting the order to Tucker
Fixed- Cannot call methods on igGridPaging prior to initialization; attempted
Unable to change part category - Fix Bulk Split
Fiche - Fixed- Fiche QTY OH not showing
Updated - Manticore search returns results from ALL catalogs (not just dealer owned)
Fiche - Updated Partsmart NEW web version and PMP Pro HTML Version
Accounting
Added the ability to map Private MU vendors to AR customer which is required for Holdback to work
Please respond with any questions, concerns, or feedback.
Release # D2021-01-11