Pilot Release Date: Monday, Aug 17/26

Production Release Date: Thursday, Aug 20/26

COMING SOON!

MORI AI: Multi-Lingual —> Soon, MORI will be able to converse in multiple languages, based on the language the caller is speaking. Stay tuned!

CLICK HERE to learn more and hear MORI in action!

Major User Interface Enhancements

We've completed a significant upgrade to the underlying framework that powers our application's user interface. These improvements help us deliver a more modern, responsive, and maintainable experience going forward.

While we've thoroughly tested these changes, updates of this scale can occasionally result in unexpected display or formatting issues in certain areas. If you notice anything that doesn't look quite right, please let us know. Our team is ready to investigate and resolve any issues as quickly as possible.

Thank you for your patience and for helping us ensure the best possible experience.

MORI AI Enhancements

  1. Appointment confirmation emails — Turn on Service Appt Email Confirmation (Internal) in MORI settings, add the emails you want notified, and you will know every time MORI books an appointment.

  2. Pooled minutes for dealer groups — Groups with three or more stores on MORI now share one pool of minutes, and overages only apply once the pool is exceeded.

MORI AI Fixes

  1. Duplicate Opcode Description — Fixed an issue where MORI booked appointments with the same opcode more than once (e.g., two DIAG codes for different concerns) were displaying the same description on both lines instead of preserving the unique description for each. Each line item is now treated independently, ensuring the correct concern is shown for each service.

Service CRM Fixes

  1. Auto Email Reports Not Sending — Fixed an issue preventing scheduled auto-emailed reports from sending across affected store databases.

  2. Letters — Updated the DevExpress registration license key across application servers to prevent evaluation warning headers from appearing on generated customer letters

  3. VIN Validation — Upgraded VIN validation logic to verify all 17 characters upon vehicle entry, preventing invalid characters (such as confusing 'O' with '0') from being saved.

Telephony Fixes

  1. Unable to Listen to Calls in Call Log — Resolved an issue that prevented users from playing back voicemails and recorded calls within Contact History and Call Log views

  2. On its own infrastructure — We moved telephony traffic off the shared Common database onto a dedicated Telephony server. That improves reliability and performance for telephony and for everything else that used to compete with it.

DMS Fixes

  1. Tekion: Deleting Phone # from Customer Profile — Resolved an issue where creating a service appt and not sending the customer phone numbers resulted in the phone numbers being deleted inside Tekion. We now send all phone numbers with appt requests.

  2. PBS: Restored “Booked By” on Re-Used Appointment Numbers — Corrected data handling when PBS re-uses appointment numbers so original booking details are preserved.

  3. PBS: VIN Addition & Appointment Booking Flow — Fixed an issue where adding a new VIN to a PBS store silently failed, causing subsequent appointment bookings on that vehicle to fail.

  4. CDK: Vehicle Make & Model Issue — Resolved an issue across CDK stores where vehicle make and model codes failed to load when adding a VIN, enabling smooth appointment booking.

Sales CRM

COMING SOON!

AI Assistant – In Pilot Mid August

The new DealerMine Sales AI Assistant gives your salespeople and BDC reps a smart, at-a-glance read on every lead, right from the Traffic Log. With one click, it reviews the customer's activity and history, then surfaces a Lead Intent Score, suggested next message, call talking points, and a recommended next action, so your team always knows who to follow up with and what to say.

Instead of digging through notes and history to figure out where a lead stands, salespeople get an instant, AI-powered head start on every follow-up.

If you would like to participate in the DealerMine Sales CRM Pilot program, and get a first-hand look at the new DealerMine Sales AI Assistant on the Traffic Log, please reach out to [email protected] and we'll get you set up. No Charge!!

New Features & Enhancements

Link to Traffic

When a customer's journey spans more than one traffic record, those records can end up disconnected. This commonly happens after a customer merge or when a duplicate record is created during lead intake. When records are disconnected, contact stage information displays incorrectly, visit history is incomplete, and notes or vehicle details recorded on one record are not visible alongside the other.
Link to Traffic is a new manager-level tool that repairs these broken chains directly from the Traffic Log History tab. A manager selects two traffic logs, designates one as the parent and one as the child, assigns the correct role, and confirms. The customer's full history and stage information is restored in a single action.

  • Traffic Log History - New Link to Traffic Tool for Repairing Broken Records
    A new Link to Traffic feature lets managers repair broken or orphaned traffic records, such as after a customer merge, restoring the customer's contact history and stage information correctly.

  • Link to Traffic - Smarter Default Role When Linking Traffic Records
    The "What is this child's role?" field now defaults intelligently based on what the parent traffic actually qualifies for, instead of always defaulting to "Linked."

  • Traffic Log - Overdue Appointment Indicator Now Consistent Across Views
    The overdue appointment indicator now uses the same styling on both the Traffic Log and Traffic Log History views.

  • Traffic Log History - Desking Details Now Visible
    The Traffic Log History tab now displays Desking details, including Autovance, DeskIt, and Deal ID#.

  • Traffic Log History - Clearer Created and Linked Date Information
    The Traffic Log History tab now clearly shows the Created Date, Time, and User for both the original and most recent visit, along with Linked By details.

  • Traffic Log - Log Be-Back Button Now Reflects Status with White/Green Coloring
    The Log Be-Back button is now white by default and turns green once a be-back has been logged for the day, replacing the previous orange coloring.

  • Traffic Log - Worksheet Icon Now Visible and Reflects Worksheet Status
    The worksheet icon is now visible everywhere it should be and correctly displays black for a placeholder and green once a worksheet has been created.

  • Customer Profile - Unlinked Traffic Log Count Now Excludes Closed Records
    The unlinked traffic log count on a customer's profile no longer includes traffic logs with a terminal status, giving a more accurate signal of what still needs attention.

  • Click here for complete documentation on the new Link to Traffic functionality

Pending Guest Workflow Changes

  • Desk Log - Vehicle of Interest Now Carries Over When Processing Leads
    When a salesperson processes a pending guest internet lead from the Desk Log, the vehicle of interest (and trade-in, if applicable) now appears correctly in the Worksheet Details, matching the behavior already in place for the Web Leads tab.

  • Add Up Window - Now Waits for Dealership to Load Before Allowing Actions
    The Add Up window now shows a loading indicator and disables all buttons and links until the selected dealership has fully loaded, preventing actions from silently failing before the window is ready. Applicable only to dealers with multi-branch or multi-store setup.

  • Desk Log - Salesperson Now Assigned Automatically When Processing a Pending Guest Lead
    When a salesperson processes a Pending Guest lead and creates a new profile, they're now automatically added as the salesperson on the resulting traffic log.

  • Pending Guest Workflow - Records Now Retain Full Details When Linked as a First Visit
    Linking a pending guest to an existing customer's traffic log now correctly carries over the Desk Manager, BDC Representative, Traffic Type, Media Source, worksheet, desking information, and sales steps from the parent record.

  • Click here for complete documentation on the new Pending Guest Workflows

DM Sales CRM AI Assistant

  • Showroom History - More Context Added to Unsold Follow Up Entries
    Showroom History now displays the notes added when a salesperson manually completes an Unsold Follow Up task, and automated email/SMS follow-ups now include a View button to open the message content.

  • AI Sales Assistant - Unsold Follow-Up Activity Now Visible
    Unsold follow-up activity now appears in Showroom History, letting the AI Sales Assistant factor it into recommended next actions.

Other Enhancements

  • System Performance - Reduced Server Load from Repeated Badge Counter Requests
    The system that refreshes notification badge counts now cancels any previous still-running request before starting a new one, reducing server strain and eliminating intermittent errors.

Sales CRM Fixes

  • Fixed an issue where certain windows were timing out and not populating the desired information on the window. It was producing an error to the user and not showing no information.

  • Fixed an issue where the Lead Stats tab under Web Leads - Showroom Leads wasn't displaying data even with a valid date range selected.

  • Fixed an issue where the Sales Reassign tab in Portfolio was timing out for certain multi-store dealer groups, preventing staff from reassigning customers.

  • Fixed an issue where clicking a duplicate web lead in Lead History showed the original parent lead's details instead of the duplicate's own.