EASIER TO SEND ATTACHMENTS
In Desktop Studio when you are creating a new Email Response you can now add attachments via the ‘+’ button as well as the Windows style menu. Note – you must click ‘Save’ before this option becomes visible.
VIEW EMAIL VIEWS
When using the Sales Pipeline in the Desktop Studio you can now view how many times your outgoing Email Responses have been viewed straight from the Lead Detail screen without having to open the email.
SET INTEREST ON IPHONE
We’ve now ported across the ability to set the ‘Interest’ within the iPhone version of the Sales Pipeline. This allows iPhone users to set leads as Hot, Warm or Cold.
USE CAMERA ROLE ON IPHONE
On the iPhone Sales Pipeline we have now added the Camera Roll to both the Test Drive and the Appraisal screens. This means that you are now free to take a photo of the customers Drivers Licence or Trade In direct to your iPhone, then add to your Test Drive or Appraisal Form in the Sales Pipeline at your convenience.
ITEMISE APPRAISAL RECONDITIONING COSTS
In the latest release it’s now possible to itemize your Appraisal reconditioning costs on iOS and Desktop Sales Pipeline. You can now click on each Appraisal category, then use the + button to add itemized costs. This allows you to be more specific about the location of damage and specific costs. Entering itemized costs will overwrite any total cost you have entered for each Appraisal category.
ADD WHOLESALER QUOTES
In the latest release it is now possible to add a Wholesaler Name and their valuation to your Appraisals. This allows you to store the quotes that wholesalers provide for future reference. Simply click on the ‘+’ icon on Desktop, or the ‘Add/Remove Quotes’ button on iOS to load any relevant quotations.
It is now possible to send SMS with your Trade Ins direct to a Wholesaler from the Sales Pipeline when using the iPhone App. Just tap on the ‘+’ menu from the Appraisal screen and your iPhones SMS function will load a preloaded SMS with the first 3 photos of the Appraised vehicle, as well as the Year, Make, Model, Variant, KM’s, NZ New, Engine and Fuel Type. You can then enter any other info you want to send the Wholesaler and send the SMS to one of your iPhones contacts. This function is only available on iPhones with iOS8+.
ADD APPRAISAL FEATURES & COMMENTS TO IPHONE
The iPhone version of the Appraisals screen now has the ability to load Features and Comments to match the iPad and Desktop screens.
CAMBELT AVAILABLE ON APPRAISALS
We have added the option Cambelt to the Specifications on the Appraisal screen within the Sales Pipeline for iOS and Desktop. This provides users the option to choose Chain, Done, Not Done and Not Applicable.
IMPROVED CUSTOMER DATABASE MATCHING
The ‘New Lead’ screen in the Sales Pipeline now allows users to search their customer database for matching customers without having to leave the screen.
Immediately under the ‘Customer Details’ section there is a new ‘Search Customer Database’ button. This will return matched customers but allow you to remain on the screen to complete and Source, Campaign or Listing selections.
If you enter the matched customer you select has information that differs from what you just entered the application now gives you a choice of updating the existing customer record, or retaining the original customer details in the database – meaning no more chance of losing customer info by loading an old customer record.
If you do not wish to take advantage of this feature – no problem. You can still use the old method of clicking on ‘Done’ to proceed.
CAMPER/CAMPERVAN SPECIFIC FIELDS
We now have specialized screens in Listings if the listing type is chosen as Camper or Campervan. This includes Camper/Campervan specific Body Types, and a list of Features tailored to Campers and Campervans.
MORE BOAT & MOTORBIKE SPECIFIC FIELDS
We have now improved how we manage Motorbike and Boat listings within the IOS Apps. Body Type is now a drop down instead of free text. Additionally, if the Listing Type of ‘Boat’ is selected there are now customized fields for ‘Propulsion’, ‘Construction Type’, “Draft’ and ‘Displacement’ to match what is required for Trade Me.
STOCK NUMBER DISPLAYED WHEN CHOOSING LISTINGS
The latest release now displays the vehicle stock number when choosing a Listing to add to your lead. This brings the iOS into line with the Desktop and makes it easier to identify the vehicle you are looking for – particularly when there are no photos.
IMPROVED PROCESS FOR UPLOADING KIA PROOF OF PURCHASER TYPE
In Desktop Studio the ‘Proof Of Status’ and ‘View T&Cs’ buttons are able to be clicked on when creating Kia Assistance Requests without forcing users to click ‘Save’ first.
USER SORTING BY LAST NAME
The list of Users in the Search dropdown on the Dashboard is now sorted more logically by Last Name, then First Name.
VEHICLE REGISTRY SHOWS SALESPERSON NAME
In iOS and Desktop we added Salesperson name to the ‘Type’ column in the Vehicle Registry Dashboard.
RUN VIR & VEHICLE CHECKS VIA SALES PIPELINE
You can now run your vehicle checks/VIR’s directly within the AutoPlay Sales Pipeline on both Desktop and iOS.
The Appraisal screen now includes a ‘Vehicle Check’ section that can be activated to display either MotorCentral Car Check’s or MotorWeb VIR’s. Clicking on this button will run a vehicle check which will be displayed in a popup on screen.
This function is only available to dealerships that currently have a commercial relationship with MotorCentral and/or MotorWeb. All billing will continue to be directed through your existing relationship with those providers.
Please note that in order to turn on this feature you must contact firstname.lastname@example.org to request.
NEW PLACEHOLDER MUSIC
Update the placeholder music that plays on a Virtual Demo or Email Response when no individual recording is available.
Keep an eye out for the release notes at the end of September for more information.