How to use the DX1 Submit an Idea Tool


DX1 makes the idea submission process simple with a quick and easy way to submit your great ideas, with no additional login requirements or credentials needed. In addition, the new Submit an Idea tool allows you to efficiently search, like, comment, or educate yourself on ideas submitted by other DX1 users.

 

In this document we will cover the following topics

  1. Setting expectations

  2. How to Submit an Idea

  3. How to look up Submitted Ideas

  4. How to add a comment to an existing idea

  5. How to add a like to an existing idea


  1. Setting Expectations

    1. Submitted Ideas are simply that, ideas submitted and reviewed by the DX1 product team.

    2. Submitting an Idea does not commit or guarantee DX1 to building or implementing your idea.

    3. Liking user-submitted ideas give us a better understanding of the priority of items, how many other dealers agree or do not. 

    4. All user submitted ideas and comments are reviewed by DX1 Admin prior to being made public. 

  2. How to Submit an Idea

    1. Navigate to the DX1 Resources module on your DX1 dashboard or in the Help Menu Drop Down

    2. Select the “Submit an Idea”

    3. Enter the required information

      1. Preferred Method of Contact

      2. Phone Number or Email

        1. This will be how we contact you for additional details or feedback

        2. You can override the existing information if you wish to change the listed contact information

      3. Business Area

      4. Title

        1. Remember a clear and detailed title can make a huge difference for other users who may be looking for similar topics

      5. Description

        1. Don’t forget that adding description details are very important. What is the root problem, what are some specific examples, and how could we best provide a solution that will work for 5000 plus users, all important things to think about?

      6. Hit Submit

      7. The Idea has now been submitted for approval by DX1 Administrators

  1. How to look up Submitted Ideas

    1. Navigate to the DX1 Resources module on your DX1 dashboard or in the Help Menu Drop Down

    2. Select the “Submitted Ideas” tile or help menu dropdown

    3. You can now search for their or other dealer submitted ideas

      1. Status - Determined by DX1 Admin

        1. All (Default)

        2. To Be Reviewed

          1. Shows your unapproved idea submissions

        3. Reviewed

          1. Shows idea submissions approved by DX1 admin

          2. Once an idea is approved it is visible to all users

        4. Declined

          1. Shows all ideas that have been declined by DX1 Admin

        5. Planned

          1. Shows all ideas that have been planned and scheduled for development work

          2. This does not always mean it will move if the idea is guaranteed to be done, nor that it is currently being worked on, simply that we have planned to work on the item in the calendar year.

        6. In Progress

          1. Shows all ideas that are currently in development.

          2. This does not guarantee it will be released. The product could be delayed or put back into the planned queue, but work is currently being done

        7. Implemented

          1. Shows all ideas that have been through the development process and have been released to all dealers within the DX1 dealer network

      2. Business Area

        1. All (Default)

        2. Accounting

        3. Customer Support

        4. Customer and Leads

        5. General

        6. Major Unit

        7. Marketing and Website

        8. Parts

        9. Service

      3. Search By

        1. Title (Default)

        2. Ticket Number

        3. Dealership

        4. Name

    4. After using the criteria dropdowns, enter your search data into the search bar and click search to view results in the grid.

    5. To open a record in the results, click that result in the grid to open the Submitted Idea details

    6. If there is a related submission you will see the details in the Related Submission grid at the bottom of the submitted idea details page

    7. Example: Notice in the example I have set the search status to:

      1. Status

        1. Reviewed

      2. Business Ares

        1. Parts

      3. Search By

        1. Title = Special

      4. We can see I returned 7 results all with the word “special” in the title

  1. Example: Submitted Idea Details Page with Related Submissions

  1. How to comment on an idea

    1. Navigate to the DX1 Resources module on your DX1 dashboard or in the Help Menu Drop Down

    2. Select the “Submitted Ideas” tile or help menu dropdown

    3. Click the desired Submitted Idea in the grid to open the details

    4. Once the submitted idea details open you can mouse into the “Add a Comment” field.

    5. Enter your comment

    6. Click the submit button

    7. Your comment will be sent to DX1 admin for review and approval

    8. Once your comment is approved it will be visible to all users

  2. How to add a like to an existing idea

    1. Navigate to the DX1 Resources module on your DX1 dashboard or in the Help Menu Drop Down

    2. Select the “Submitted Ideas” tile or help menu dropdown

    3. Click the desired Submitted Idea in the grid to open the details

    4. Once the submitted idea details open you can click the like button.

For further assistance please contact DX1 Support at 877-944-6766,  or create a support ticket via the Help drop-down menu.