You can now capture customers phone numbers through our Customer Survey Form!
As requested by many of our dealers, we have added a phone field in DX1 testimonial back end and updated our Customer Survey form to display the same. We have also updated some options on “How did you hear about us?” in Customer Survey form and reflected them to match in DX1 testimonial back end.
The updated options include,
Internet to Internet/Website
Newspaper to Paper Advertisement
Social Media
Dealer Events
Outgoing ADF Lead update
Finance leads will no longer be transmitted with outgoing ADF(Universal) leads; this ensures the leads remain open in DX1 for easier location and processing.
Planner Update
We have updated the planner calendar to the latest version of the full calendar. This will help you to set the appointment outside of default dealership hours.
We have also added the ability to print planner calendar.
Operations/DMS
Tucker Parts Ordering
We continue to promote DX1 as an end to end solution. In this release we have added our third Parts Ordering integration. This allows you to complete even more of your day to day tasks without leaving DX1.
The Tucker parts ordering interface is very similar to our existing WPS and BRP interfaces and allows you to do everything you can in the Tucker Ordering portal today:
Check Parts Availability
Select Carriers
Select Distribution Center
Drop Ship
Add special instructions
Check shipping status of the order
*Just like with WPS, you will need a Tucker Rocky “API Access Key” which you can request form your Tucker Sales rep
Parts Label Printing- Optimized
To make the parts label printing process more efficient for dealers we have made the following changes:
We have moved all search fields to the top of the main Parts Label Printing screen
Changed the default source to be "In Inventory"
Print List is retained even when you change the sources, you may click the delete all icon to start fresh
We removed warning if more than 100 items are loaded and have reduced it to show a max of 50 items just like in the parts inventory screen, this will improve performance
Discount Parts From a Service Invoice
Sometimes customers present a coupon when they come in to pick up a unit. Today adding discounts for parts sold on a service invoice means clicking into each parts invoice which can be very time consuming especially if the parts invoice is already completed which it usually is.
You now have the ability to edit a part’s discount right from the service invoice even if the part invoice is already completed.
*Please note there are some scenarios where a parts discount can not be changed for example if there is a parent unit deal that is already completed
Service Scheduler - Additional Enhancements
To make the Service Scheduler process more usable for dealers we have made the following enhancements:
Ability to change the the appointment duration by using drag and drop
Ability to change the time/date of the appointment by using drag and drop
Ability to set Default View (e.g. day, week, month)
Ability to set the default displayed hours and duration.
Hyperlinked RO# in the appointment to the RO/WE.
Ability to create a custom X-day view.
Ability to add an appointment outside of default dealership hours.
Ability to hide closed days with toggle on or off.
Changed time dropdowns from 24-hour clock to am/pm
Click here to learn more about How to set up and use Service Scheduling in your Dealership.
Service Unit Miles / Hours In & Out
We have added fields dedicated to Miles only and Hours only on the Service Unit Information Tab. There are now 4 numeric fields to capture the Miles In, Miles Out and Hours In, Hours Out vehicle data. This will allow dealers to track everything they need.
New Custom Report Designer with Templates
We have implemented a new much more capable report designer that helps you to quickly build the reports you need.
Highlights:
11 Templates - will give you a quick starting point
You can do almost anything with the new designer including calculations
Does not require Flash - loads faster
Support A/R Customers for Multi Location Orgs
Multi location dealerships that have Charge Account (AR) customers no longer have to set up the same customer multiple times
The Customer’s AR settings are now specific to the location regardless of which dealership created the customer
AR On/Off
GL and AR account
Balance
Credit limit
AR charges and Payments in DX1 are now also specific to the location
Communication Content in Invoicing
You can now view sms or email communication content directly from the Invoicing screen.
Bug Fixes in this Release
Marketing
Fixed an issue that caused 500 errors when updating lead status on leads that do not have first names and last names.
FD# 94138, 95159:Fixed - Postinternetlead API should not have "request date"
Algolia: Added options to display Featured units only
Fixed SMS Dialog layout misalignment issue
Major Units
FD# 86871 - Fixed an issue where dealer could no longer email a customer from the customer pop up within a MU invoice
FD#92809, 93116 F&I Only Sales adds the cost of the unit to the deal profit and accounting entries if user clicks "update Profit" button - We have now removed that button
FD# 93364, FD 85026 - Fixed an issue where in some scenarios a Salesperson incentive created accounting entries, and reduced the Unit’s Cost on the Profit Screen
Fixed an issue where status color of request Part Invoice was incorrect
Fixed an issue where a user was able to switch or remove a unit on a MU Deal that has requested service for that unit. A user should not be able to remove or switch units that are associated with a Requested Service invoice.
Parts
FD#89904 Parts-Fixed an issue that was only allowing a user to see the Inventory Detail once in Parts Ordering
Re wrote a warning message that was not clear to users when completing a parts invoice with a balance <> 0
Service
Fixed an issue where a warning message displayed to save the invoice and print even when the user selected to not override.
Recreate Voided Service Invoice - Fixed to display Discard Changes warning
FD# 86209 - Added more logging to help us track down intermittent printing issues on service invoices
Fix the issue where a Save popup was coming up when you just looked at the service invoice detail
Accounting
Fixed an issue that created incorrect accounting entries when parts were returned and new parts were added under a requested RO (still open) on a completed deal
Please respond with any questions, concerns, or feedback.
Mini Pathak
Marketing/DMS Release November 16th, 2020
Marketing
Testimonial Updates
You can now capture customers phone numbers through our Customer Survey Form!
As requested by many of our dealers, we have added a phone field in DX1 testimonial back end and updated our Customer Survey form to display the same. We have also updated some options on “How did you hear about us?” in Customer Survey form and reflected them to match in DX1 testimonial back end.
The updated options include,
Internet to Internet/Website
Newspaper to Paper Advertisement
Social Media
Dealer Events
Outgoing ADF Lead update
Finance leads will no longer be transmitted with outgoing ADF(Universal) leads; this ensures the leads remain open in DX1 for easier location and processing.
Planner Update
We have updated the planner calendar to the latest version of the full calendar. This will help you to set the appointment outside of default dealership hours.
We have also added the ability to print planner calendar.
Operations/DMS
Tucker Parts Ordering
We continue to promote DX1 as an end to end solution. In this release we have added our third Parts Ordering integration. This allows you to complete even more of your day to day tasks without leaving DX1.
The Tucker parts ordering interface is very similar to our existing WPS and BRP interfaces and allows you to do everything you can in the Tucker Ordering portal today:
Check Parts Availability
Select Carriers
Select Distribution Center
Drop Ship
Add special instructions
Check shipping status of the order
*Just like with WPS, you will need a Tucker Rocky “API Access Key” which you can request form your Tucker Sales rep
Parts Label Printing- Optimized
To make the parts label printing process more efficient for dealers we have made the following changes:
We have moved all search fields to the top of the main Parts Label Printing screen
Changed the default source to be "In Inventory"
Print List is retained even when you change the sources, you may click the delete all icon to start fresh
We removed warning if more than 100 items are loaded and have reduced it to show a max of 50 items just like in the parts inventory screen, this will improve performance
Discount Parts From a Service Invoice
Sometimes customers present a coupon when they come in to pick up a unit. Today adding discounts for parts sold on a service invoice means clicking into each parts invoice which can be very time consuming especially if the parts invoice is already completed which it usually is.
You now have the ability to edit a part’s discount right from the service invoice even if the part invoice is already completed.
*Please note there are some scenarios where a parts discount can not be changed for example if there is a parent unit deal that is already completed
Service Scheduler - Additional Enhancements
To make the Service Scheduler process more usable for dealers we have made the following enhancements:
Ability to change the the appointment duration by using drag and drop
Ability to change the time/date of the appointment by using drag and drop
Ability to set Default View (e.g. day, week, month)
Ability to set the default displayed hours and duration.
Hyperlinked RO# in the appointment to the RO/WE.
Ability to create a custom X-day view.
Ability to add an appointment outside of default dealership hours.
Ability to hide closed days with toggle on or off.
Changed time dropdowns from 24-hour clock to am/pm
Click here to learn more about How to set up and use Service Scheduling in your Dealership.
Service Unit Miles / Hours In & Out
We have added fields dedicated to Miles only and Hours only on the Service Unit Information Tab. There are now 4 numeric fields to capture the Miles In, Miles Out and Hours In, Hours Out vehicle data. This will allow dealers to track everything they need.
New Custom Report Designer with Templates
We have implemented a new much more capable report designer that helps you to quickly build the reports you need.
Highlights:
11 Templates - will give you a quick starting point
You can do almost anything with the new designer including calculations
Does not require Flash - loads faster
Support A/R Customers for Multi Location Orgs
Multi location dealerships that have Charge Account (AR) customers no longer have to set up the same customer multiple times
The Customer’s AR settings are now specific to the location regardless of which dealership created the customer
AR On/Off
GL and AR account
Balance
Credit limit
AR charges and Payments in DX1 are now also specific to the location
Communication Content in Invoicing
You can now view sms or email communication content directly from the Invoicing screen.
Marketing
Fixed an issue that caused 500 errors when updating lead status on leads that do not have first names and last names.
FD# 94138, 95159:Fixed - Postinternetlead API should not have "request date"
Algolia: Added options to display Featured units only
Fixed SMS Dialog layout misalignment issue
Major Units
FD# 86871 - Fixed an issue where dealer could no longer email a customer from the customer pop up within a MU invoice
FD#92809, 93116 F&I Only Sales adds the cost of the unit to the deal profit and accounting entries if user clicks "update Profit" button - We have now removed that button
FD# 93364, FD 85026 - Fixed an issue where in some scenarios a Salesperson incentive created accounting entries, and reduced the Unit’s Cost on the Profit Screen
Fixed an issue where status color of request Part Invoice was incorrect
Fixed an issue where a user was able to switch or remove a unit on a MU Deal that has requested service for that unit. A user should not be able to remove or switch units that are associated with a Requested Service invoice.
Parts
FD#89904 Parts-Fixed an issue that was only allowing a user to see the Inventory Detail once in Parts Ordering
Re wrote a warning message that was not clear to users when completing a parts invoice with a balance <> 0
Service
Fixed an issue where a warning message displayed to save the invoice and print even when the user selected to not override.
Recreate Voided Service Invoice - Fixed to display Discard Changes warning
FD# 86209 - Added more logging to help us track down intermittent printing issues on service invoices
Fix the issue where a Save popup was coming up when you just looked at the service invoice detail
Accounting
Fixed an issue that created incorrect accounting entries when parts were returned and new parts were added under a requested RO (still open) on a completed deal
Please respond with any questions, concerns, or feedback.
Release # D2020-11-16