New Features
Choose Which Columns You See on the Listing and Lead Dashboards
(SPW-14179)
Both the Listing Dashboard and the Lead Dashboard now have a column picker. You choose which columns appear and which are hidden, and the selection stays put next time you open the screen. Teams that only work a handful of fields can strip the view back to those, and anyone who needs the full detail can turn everything on.
Wishlist Dashboard
(SPW-13055)
A new Wishlist Dashboard brings customer vehicle wishlists into one screen. You can see what buyers are waiting for across the yard rather than checking records one at a time, which makes matching incoming stock against existing demand a lot faster.
Loan Car Wizard
(SPW-14183, SPW-14185)
Loan vehicles now have a dedicated wizard, separate from the test drive flow. It captures the loan details, the driver and the paperwork in one pass. The Loan Car Wizard has also been extended to the employee loan vehicles going out to staff rather than customers, so those movements can be put through the wizard process also.
Campaigns on Prospects, Locked Through Conversion
(SPW-12124)
You can now attach a campaign to a prospect. When that prospect converts to a lead, the source and campaign carry across and lock, so the attribution recorded at first contact is the attribution that shows in reporting. This closes a gap where campaign data was being overwritten or lost at the point of conversion.
Improvements & Updates
- (SPW-13692) Additional lead detail fields are now available, with separate handling for customer-facing and internal-only information
- (SPW-13607) Lead labels now display as icons on the Lead Dashboard
- (SPW-12392) Improvements to labels across listings, contacts and leads
- (SPW-14496) Bulk lead import now supports allocating a yard per row rather than applying one yard to the whole file
- (SPW-13839) Lead matching can now be set to work within a yard rather than across the whole account
- (SPW-13748) Appraisal prices can now be restricted so only managers can edit them
- (SPW-13250) Lead campaigns can now be made mandatory on selected lead sources
- (SPW-14203) VMS API IDs now display in the Prospect accordion
- (SPW-14074) Yard Admin Managers can now edit Portal VMS IDs and VMS settings on brochureware yards
- (SPW-14082) Improved the logic controlling when automation communications are sent
- (SPW-13895) Automations triggered on lead creation now include a listing selector, matching the one already available on price reduction automations
- (SPW-13797) A prospect brake is now available to close a set of prospects created by an automation
- (SPW-14173) Added a Calendar Event Updated stop condition for automations
- (SPW-14038) Automation communications are now logged to the Communications accordion on the lead detail screen
- (SPW-13732) Salespeople are now notified when a manager enters a trade-in offer
- (SPW-12567) Wholesaler appraisal emails no longer include per-image links when the bidding page link is sent
- (AR-785) OEM targets can now be set and tracked, with the data available in both the main application and Analytics & Reporting
- (AR-1181) Updated the Prospect and CRM Follow Ups table report widget
- (VDP-478) Added a View Results button at the bottom of the mobile filter menu
- (VDP-470) Listings priced as POA can now be excluded from display
- (VDP-465) Ford Blue Oval Approved Used listings now display watermarked images when the setting is enabled
- (VDP-452) Added a share button to the listing details page
- (VDP-448) Default comment text is now applied automatically when a listing is flagged as Honda Certified or Premium Used
- (VDP-360) Added a new stock page layout
Bug Fixes
- (SPW-14472, SPW-14303) Fixed saved section layouts on record edit screens causing the page to re-order continuously and leaving rich text fields, including the notes editor, blank
- (SPW-14466, SPW-14245) Fixed the Include Inactive setting on Listings, which was leaving the wrong vehicles on screen and omitting inactive yards from the All Yards filter
- (SPW-14541) Fixed slow loading on calendar invites
- (SPW-14314) Fixed time slots not opening on calendar invites
- (SPW-14470) Fixed appraisal search returning incorrect results
- (SPW-14237) Fixed the date range filter on appraisals
- (SPW-14034) Fixed a validation issue in the Appraisal Wizard
- (SPW-14307) Fixed the Test Drive Wizard not returning to the lead when using back
- (SPW-14241) Fixed being able to book a test drive on a vehicle already out on test drive
- (SPW-13990) Fixed the Test Drive summary header always displaying Loan Vehicle
- (SPW-14324) Fixed disabling a lead source on one account disabling it across all accounts
- (SPW-14308) Fixed contact records not being returned in search
- (SPW-14462) Fixed automations not running against a configured criteria set
- (SPW-14254) Fixed the bidding page link appearing twice in wholesaler appraisal emails sent to a group
- (SPW-14213) Fixed the yard selection panel extending past the screen, leaving content at the bottom unreachable
- (SPW-14083) Fixed deselected items being lost when paginating through selection popups
- (SPW-13945) Fixed prospects created through Close to Prospect not appearing on the Prospect screen
- (SPW-13939) Fixed lead notification emails not being sent
- (SPW-13736) Fixed managers not receiving Close Won notifications
- (SPW-13521) Fixed the SSO user list download omitting records
- (AR-1246) Fixed Email to PDF returning no action