Release Notes 9.6.1 - September 2024
timestamp1725962400000
Coming Soon!
We have a number of exciting enhancements coming your way! Here are some of the items we are preparing for the next few releases.
![](https://storage.noticeable.io/projects/8JFTStdTVAEb6OED1aAd/publications/ZGxTymkUKkr5dqmGW0rn/01hzsazv7r49n3r5efbdw946a3-image.png)
Engage AI - Batch Texting - We are implementing a new process to replace templates, leveraging AI to create and send personalized maintenance reminders to your customers. It doesn’t stop there, however, as Engage AI will also assess and respond to customer replies, ensure the conversation does not intrude on an appointment coordinator until an action is required. This is a powerful tool which allows you to work smarter, not harder, when communicating with your customers!
Engage AI - Voice Drops - Engage AI Voice Drops are an advanced feature that takes customer engagement to the next level. Unlike traditional Voice Drops that use a generic pre-recorded message, Engage AI crafts a personalized and unique voicemail for each customer regarding maintenance they are due for. This ensures a more personalized approach, driving higher consumer engagement and satisfaction.
Sales CRM - Dashboards - Better sales strategy for improved team performance. Our new Sales CRM Dashboard will provide a comprehensive overview of the sales process, helping sales teams and managers make informed decisions. More information to come!
Service & Sales CRM Fixes
Add attachment - The paperclip icon was missing from the email composition screen, which made adding attachments confusing. This issue has now been resolved.
Fetch Campaigns on Call Select - There was an issue where users could view all Fetch campaigns, including those for stores they didn't have access to. This has been resolved, and users will now only see campaigns for the stores or branches they are authorized to access.
Service CRM Features
Batch Texting - New "Batch Name" field as been added within Batch Texting. This is a mandatory field. For existing batches, we have defaulted it to be the same as "Template Name" but can be updated to anything you like.
1:1 Texting - We have implemented error handling so you will now see an indication when a text message has failed to send to a customer within the texting "phone" window. The message will be grey with a red outline and "delivery failed" wording underneath. A new message will also be generated showing the exact error code we received from the carrier. If the message window is closed before this message is received, it will show as a new "unread" text to ensure the user see it, so they know the message was not sent successfully. We will also no longer show the unsuccessful message in texting history on the customer profile
Service CRM Fixes
Store & Branch drop downs - There was an intermittent issue where users were seeing stores in dropdowns that they didn't have access to. However, when they tried to click on these stores, the system prevented them from viewing any data. This issue has been resolved.
Service History not Aligned - There was an issue in the Service History where some ROs were misaligned due to NULL opcodes being sent to us. We removed the NULL values, which resolved the problem.
Incorrect Time on Opcodes - An intermittent issue occurred when booking appointments in DealerMine. While the correct hours were initially assigned to each opcode, they would change to incorrect values after the daily download was completed. This issue has now been resolved.
OLS Fixes
Branched Service History - We will now take into account maintenance recently performed on a vehicle at a different branch when a VIN is searched in OLS. This means that if a VIN is associated with store 1, branch 1 but is searched in the OLS for store 1, branch 2, the applicable maintenance schedule for any outstanding maintenance should be based on branch 2. However, it should also consider the service history from other branches.
For example, if a vehicle's VIN is searched in branch 2, the system should not list "Brake Service" or "Wheel Alignment" under outstanding maintenance if these services were recently completed in branch 1.
Confirm Email - There was a problem where repair opcodes were missing from the confirmation email sent to customers right after they completed an online booking; only maintenance opcodes were included. This issue has now been fixed, and all booked opcodes will appear in the confirmation email.
DMS Fixes
Tekion - We were missing some future appointments due to an integration change. We have updated things on our end and all future appointments in Tekion, should now be visible in DealerMine.
Sales CRM Fixes
Delete Traffic - We had a refresh issue when deleting traffic. This has been resolved.
DealerMine Sales CRM - Autovance Desking Integration
We have been making some exciting changes to DealerMine to build out world-class integration to the best Desking tool in Canada, Autovance (yes, we’re biased). Here’s a quick review of some of the changes:
Save & Desk in Autovance - When a user clicked "Save & Desk in Autovance" at the bottom of the DealerMine Worksheet screen, those without access to Autovance were previously redirected to the Traffic Log. We have fixed this issue, and users will now remain on the Worksheet screen, where they can print if needed.
Build & Price Vehicle Sync – With the enhancements we’ve recently made between DealerMine and Autovance Desk, CRM users can now Build & Price any vehicle and have the exact same one built in the desking tool.
A Brand-New Worksheet – As you can see from the example above, Autovance built a brand-new version of their worksheet to accommodate DealerMine customers.
Salesperson Access to Worksheet – The last thing that is super cool is that your salespeople can actually print a basic version of the Worksheet when they create a deal, using all of your dealership defaults that are setup for desking.
![](https://storage.noticeable.io/projects/8JFTStdTVAEb6OED1aAd/publications/20i6XvJsOu4lsloFzfvM/01j4p8h0jg7q6bz5j56ask7vp7-image.gif)
Learn More about MyDeal
Did you like this update?