Pilot Release Date: Monsday, 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. Appt Booking Confirmation — You can now configure one or more emails in MORI settings to be notified anytime a service appointment is booked. Just enable the new setting “Service Appt Email Confirmation (Internal)”, add emails and save!

  2. Pooled Minutes for Dealer Groups — Dealer Groups that have three or more stores signed up with MORI now benefit from pooled minutes! All dealers within the group share the total pooled 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 — Resolved an issue where scheduled auto email reports stopped sending for some stores. Reports now email as expected on their configured schedules.

  2. YouTube Video in Email Templates — An issue preventing users from inserting YouTube video links into email templates has been resolved. Videos can now be added to templates without error.

  3. Emails Routing Through Wrong Server — Resolved an issue where outbound emails configured to send through Office 365 were incorrectly being routed through DealerMine servers, resulting in undeliverable emails. Emails now send through the correct configured provider.

  4. Attachments Not Saving to Customer Profiles — Fixed an issue where attachments uploaded to a customer profile were not persisting. Files now save correctly and remain accessible under the Attachments tab.

  5. Service History Dates Off by 1 Day — Resolved a date discrepancy where Service History dates displayed one day earlier when accessed via the Production 3 URL compared to Production 2. Dates now display consistently across all environments.

  6. Letters Displaying Expiration Warning — We resolved a licensing issue causing letters to display an expiration warning when sent to PDF.

  7. VIN Decoding Allowing Incorrect VIN — VINs only require the last 8 characters in order to be validated. As a result, it was possible to enter invalid characters in the first 9 characters and it would still be accepted. We implemented a fix where I, O, and Q will not be accepted in any VIN position since they are not valid in any VIN, preventing the most common entry errors.

Telephony Fixes

  1. Unable to Listen to Calls in Call Log — Resolved an issue where call recordings were not playing back from the Call Log.

DMS Fixes

  1. CDK: Makes and Models Not Populating — Fixed an issue affecting multiple CDK stores where Make and Model codes would not load when adding a vehicle, preventing users from adding VINs and booking appointments.

  2. CDK: Duplicate Opcodes Being Removed from Appt — Resolved an issue on CDK stores where booking an appointment with duplicate opcodes (e.g., the same opcode for different services) resulted in the duplicates being removed after receiving the CDK response. All booked opcodes now remain on the appointment regardless of duplication.

  3. Tekion: Phone Numbers Being Deleted During Appt Create — Fixed an issue where customer phone numbers in Tekion were being cleared whenever an appointment was created or updated from DealerMine. All phone types (Home, Mobile, Work) are now correctly sent with every appointment request.

  4. Tekion: Appt Schedule Duplicating Open ROs & Inflating Hours — Resolved an issue on Tekion stores where open Repair Orders were duplicating multiple times on the appointment schedule, thus inflating shop hours. ROs now display once per customer with accurate hour counts.

  5. Tekion: WIPs Remain When RO Voided — Fixed an issue where voided Repair Orders from Tekion were continuing to display as active WIPs on customer profiles. WIP records are now properly cleared when a VOIDED status is received.

  6. Tekion: Duplicate Data on Closed ROs with Same Opcode — Fixed an issue where Closed ROs containing the same opcode more than once were displaying duplicated values instead of treating each line as unique. Service History now accurately reflects each individual line with its correct CCC and dollar amounts.

  7. Tekion: Appts Booked to Incorrect Customer — There was an issue where appts booked to a customer in DealerMine were being booked to a different customer in Tekion, when Tekion had multiple customers associated to a VIN. The issue was caused by a change in the Tekion API with how they expect the customer ID. The issue has been resolved.

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.