CDK Modern Retail CRM

NEW
- Dealeship name included with vehicle on Inventory page
- Find Settings on the maine menu now
- Virtual Lot replaced with Vehicles of Interest
- Audit Trail added to existing customer license scan
FIXED
- Private appointments do not display in app
- Organizer date range kept after completing activity
- Vehicles show mileage measured in kilmoetres for Canada

NEW
- Process OFAC when editing customers

- bug fixes and improvements

NEW
- OFAC Check when adding customers

FIXED
- Click To Call not connecting

The Elead CRM Mobile app is now the CDK Modern Retail CRM app!

FIXED
- Click-To-Call not working for some users
- New Leads showing answered leads

- Bug fixes

FIXED
Incorrect Home Page loading

NEW
- In Person Visit replaces Showroom Up in Opportunity Information for HE dealers
- In Person replaces Showroom Up on MY Day and Desking Statics for HE dealers

Bug fixes

Bug fixes

FIXED
- Duplicate New and Used Vehicles display on Inventory Filters
- Edit the credit score saving quote
- Dimension Details displays dimensions using inches
- Add Me to sales team for a customer

NEW
- Forgot password removed from login

FIXED
- Lead Acceptance toggle matches CRM

FIXED
- Reports not loading when using CDK SSO

NEW
- Additional SSO Support

FIXED
- State displays when Relationship is added or edited
- Send text with video

NEW
- Single Sign On (SSO) button

FIXED
- Main Menu and Settings more accessible
- Send email with videos attached
- Edit Scheduled Task
- Open sales quote, change plans, and submit

NEW: 
- Upload Worksheets to Document Cloud
- View Documents on Document Cloud
- Do Not Share/Sell

FIXED:
- License Scanner Canadian Postal Code
- Lead Light not matching CRM
- Co-buyer License Scan not saving
- Search Customers not returning Business Customers

NEW
- Add search bar to Prospects page
- Elead CRM Mobile Logo Update

FIXED
- Driver License Scan displays the State for new customer
- Save changes to Appraisal vehicle

FIXED
- Used Vehicle of Interest displays as Used

NEW
- eBrochure Optimization
- Edit Schedule Tasks

FIXED
- Acquisition Sales Status displays as active

NEW
- New workflow to update existing customer with driver's license scan

FIXES
- Other Activity History not displaying
- State not population when editing
- Login issues with case sensitivity

FIXED
- White Screen crash

* Bug Fix *

NEW
- Carfax Optimization
- Add a generic vehicle of interest for a new prospect
- Add generic vehicle of interest for an existing prospect
- Add generic vehicle of interest from Customer Journey
- Support for Canadian zip codes.

FIXES
- Typical List Price displays the price from the CRM

NEW:
- Create prospects with or without wanted vehicle/trade-in
- Filter Prospects page by Status and Date Range

FIXED:
- All Notification switch not showing on

NEW:
- J.D. Power displays on Appraisal
- Cancel Appointment

NEW:
- Recently Actioned Dashboard
- Sold Vehicle Alerts
- Heavy Equipment: Default Phone/Email to Work
- Labels Added to Email Inbox Icons
- Added Trade In Button on Customer Details

FIXES:
- Duplicate Click-To-Call calls

FEATURES:
- Sold Amount/Percent changed to MTD
- View Task Activities with no/inactive opportunities
- Option to remove Saved/Unsaved Videos on device
Fixes:
- All phone numbers display for C2C
- Drivers License Scanner updated

NEW:
- Toggle Leads On/Off
- Generic Inventory Search
FIXES:
- Mark In Showroom now records salesperson name
- Device dialer showing without Click-to-Call
- Cannot schedule Appointments for inactive customers

NEW
- Send prospects vehicle information with eBrochure
- Limit Quote Discount and Vehicle Price editing
- Add Prefix to Customer
- Add Business Name and Contact to Customer

FIXES
- In Showroom Status on Customer Details
- AutoCheck Report on Appraisal
- Driver's License Scan image not saving
- Customer Images not showing

- Main Menu organized
- Reports now available
- Trade Allowance read-only permission

- Video access options
- Video Share optimization
- Stitch video option relocated
- Open video stored in multiple locations
- Video conversion setting
- Record video option relocated
- Delete multiple videos simultaneously
- Trim video length
- Replace original audio recording (Voice Over)
- Video Download
- Video length increased up to 90 seconds
- Enhanced ability to save videos
- Heavy Equipment / Powersports Labeling
- OFAC flag and Red flag display on 700Credit and CDK Credit

New Features and Enhancements
- Appointment Statistics Data for Child Stores
- Change user while using the Mobile App

Fixes:
- Front and back gross on Desklog

- Position permission required to upload, view, and delete documents
- View permissions added to appointments
- Do not email – caution message
- VIN Scanner SDK version update
- Notification redirection
- Notification diagnostics

FEATURES
- Accuant driver’s license scan results display the name of the prospect
- Scanned license info saved in the Audit Trail
- Add co-buyer relationship details

BUGS
- Desklog Statistics not showing in child companies

- Biometric Login
- Filter Desklog Stats by Department
- Mark Appointments Show/No Show
- Library and Platform Updates
- Worksheet Rendering Improvements

- Biometric Login
- Filter Desklog Stats by Department
- Mark Appointments Show/No Show
- Library and Platform Updates
- Worksheet Rendering Improvements

Features:
- Year and make of used vehicle are required fields
- Video templates
- View set appointments
- Password recovery questions
- PIN recovery

Fixes:
- Messages display in the standardized font
- Vehicles matches Desking quote
- Appraisal Add Photos

- Window sticker display link
- View Opportunity History section
- Layout updates

Feature:
- View Service Equity Vehicle

Fixes:
- Disable Vehicle Quick Add for Inactive Prospects.
- Fix Credit App Scrolling
- iOS 14 Date and Time Picker

Improvements:
- Service Equity Deal Edits
- Service Equity Worksheet Presentation
- Create Manual Tasks

Fixes:
- Notifications Settings Saving
- High Priority Tasks

Application and License Scanner updates

- Dealership’s name displays on pages
- Mobile Phone Screen Updates
- Email utilizes manual transaction templates
- Email Message page updates
- Finance Credit App Disposition

- Service Equity Dashboard
- Select Default Landing Page

1. Review notes and comments in customer cards
2. Review notes under Appointments and Showroom tabs
3. Review notes under Current and History tabs
4. Rearrange vehicle photos
5. App updated to support iOS 13 SDK

1. Number of overdue tasks display – Bram Auto Group only
2. Insurance/Other editable prospect data
3. Add photos and documents to the Other page
4. KellyBlueBookEADlibrariesupdate

1. Number of overdue tasks display
2. Insurance/Other page
3. Add photos to the Other page
4. KellyBlueBookEADlibrariesupdate

1. Number of overdue tasks display
2. Insurance/Other page
3. Add photos to the Other page
4. KellyBlueBookEADlibrariesupdate

FEATURES:
* Manager Dashboard refresh button
* Tap to view larger images in Texting
* Open worksheets in web browser
* Sought Vehicle quick add

FIXED BUGS:
* New/Used not showing
* Add Customer associate names not refreshing
* Vehicle Details Add to Lot not working
* Quote Payment Grid slow to update

Features:
* Terms on Finish matching Quote
* Enhanced driver’s license scanner update
* Activity Time on Customer Details

Fixes:
* Add photos button missing for trade-ins
* Sales team controls not disabled
* Desklog Statistics on phones
* Task Activity not scrollable
* Internet Leads not filtering correctly
* Appraisal not adjusting for mileage

Features:
New Internet Lead Dash
Manager Dash Overdue link

Fixes:
Worksheets Tax and Monthly Payments matching
Manager Dashboard showing incorrect dates
Test Drive crash
Trade In owned vehicle error
Reassign activities changing due dates

Manager Dashboard Updates.

New Logo!

1. A/Z and X Plan Price
2. Page Update
3. Elead CRM Mobile Header
4. Displays Appointment Info
5. Displays Undone Tasks Info
6. Accuant Updates

Bug Fixes

Video Crash Fix

Hot Fix, Cellular Login Fix

Bug fixes and performance improvements.

New Features and Enchantments:
- Customer Search Page – Time Span Search Filter Options
- Email Message Page – Displays Email Edit Icon
- Email Message Page – Displays Enter Link Icon
- Email Message Page – Displays Insert Vehicle Icon
- Email Message Page – Displays Basic Editor Option
- Videos Page – Displays Text Video Opt-In

Fixes:
- Send Email Page – Email Preview – No Display of New Lines
- Texting Page – Opt-In Message – Displays on the Opt-In Message Pane
- Trade-In Evaluation Page – No Display of ACV in the Trade Value
- Vehicle Comparison Page – Displays MSRP in Four Decimals
- Customer Journey – Credit App – Displays Credit Application Link Before Save
- Customer Details Page – Click-to-Call – Generates Error
- Customer Details Page – Add Opportunity Link – Does Not Display
- DealBuilder Showroom – Does Not Integrate with AAX Files
- Customer Details Page – Customer Image Does Not Display

New Features and Enchantments
Appraisal Page – View Market Pricing Information
Vehicle appraisers view the Appraisal page to find the market pricing on a prospect’s selected vehicle

Appraisal Page – Select Mile Radius
Vehicle appraisers change the mile radius on a prospect’s selected vehicle related to market pricing.

Appraisal Page – Select Vehicle Trim
Vehicle appraisers select the trim on a prospect’s selected vehicle related to market pricing.

Customer Details Page – CRM Worksheets Navigation Links
From the Customer Details page, salespersons gain quick access to the links to view and print the quotes related to the CRM Worksheets.

Customer Details Page – Create New Opportunity
From the Customer Journey and Details pages, salespersons create a new opportunity on a prospect in the CRM.

Customer Details Page – View Email - Activity History Page
Salespersons view the details of sent emails to a prospect on the Email – Activity History page.

Fixes:
1. Quote Page – Lease – Cash Down Type Does Not Save
From the Quote page, press the Save icon to save new quotes display on the Cash, Loan, and Lease options. Previously, data on the amount of cash down on a vehicle would not save in the quote for Lease options.

2. Video Page – Generates Application Exception Error
Press Cancel to omit the inclusion of a video to send to a prospect from the Video page. Before, this action generated a popup message of an Application Exception error.

3. Greet Page – Filters – Do Not Save Without Make Selection
Select and save filter settings on New or Used vehicles of the Greet page along with selected price ranges. The Greet widget displays this page as complete. Previously, unless a user selected a Make, this page would not save the settings.

4. Quote Page – One Payment Grid – Displays Too Many Rows
From the Quote page, press the One Pay tab to display the financial data in a payment grid of three rows. Before, this page displayed a total of nine rows.

5. Appraisal Page – Edit Existing Vehicle with VIN Number – Creates New Record
From the Appraisal page, edit the VIN or mileage of one record of trade-in vehicles. Previously, after the user edited the VIN or mileage for a used vehicle, this action created a new appraisal record.

6. Organizer Page – Tasks Amounts Do Not Agree in the CRM
The DealBuilder Showroom app loads the activities and tasks saved in the CRM into the Organizer. Before, the amount of activities and tasks in the app did not agree with the amount in the CRM.

7. Greet Page – Vehicle Info – Returns All Vehicle Data
Salespersons review a summary of a prospect’s vehicle info related to the make, model, and price range from the Greet page of the Customer Journey. Previously, this page displayed all the vehicle info.

8. Customer Details Page – Vehicle Info – Returns All Vehicle Data
From the Customer Details page, salespersons create and save a new prospect without an entered physical address. Before, this page displayed an incomplete address error on created prospects.

New Features and Enchantments :
- Video Sharing – Displays Upload Progress Bar.

- View More Content in Landscape View.

- Quote Page – Add Plans Link.

- Service & Protection Plans Page – View Plans.

- Service & Protection Plans Page – Add Plan Button.

- Service & Protection Plans Page – Show Options Link.

- Quote Page – Recalculate Button.

- Quote Page – Payment Grid Button.

- Customer Details Page – Add a Nickname or a Middle Name.

- Appraisal Page – Displays Price Ranges for Manheim Auctions.

- Manager Dashboard Page – Displays Price Ranges for Manheim Auctions.

Fixes :
- Customer Details Page – Click-to-Call Does Not Place Call
From the Customer Details page, press the customer’s phone number link to call the prospect’s phone. Before, this link would not call the prospect.

- My Day Page – Prospect In Showroom Status Not Activated
Create a new prospect in the My Day page to display their showroom status. Previously, a newly created prospect displayed as not active on the In Showroom status.

- Main Menu – Appraisal Log – Displays Error
Press the Appraisal Log from the main menu to display a list of specific details for a trade-in vehicle. Before this selection from the menu would generate an error.

- Quote Page – Worksheets – Print Incorrectly
From the Quote page, press the print icon to produce a hard copy of the presented quote in the worksheets. Previously, this page would print the worksheets in the incorrect format.

- Main Menu – Changing Companies – Notifications Do Not Vanish
Notifications inform salespersons they remain registered before they select Changing Companies from the main menu. Before, these notifications would not vanish when the salesperson changed the company.

- Quote Page – Worksheets – Incorrect Rates Loads on Saved Quotes
The Quote page displays and saves the present loan percentage rate in the worksheets of the quote. Previously, this page displayed an incorrect rate after the quote was saved.

- Quote Page – Pill Button Amount Does Not Match Grid Selection
From the Quote page, salespersons select the prospect’s desired quote amount from the pill button on top of the page. This quote complies with the amount shown in the grid selection.
Before, the amount in the pill button did not match the amount in the grid section.

- Opportunity Details Pane – Comments Field – Messages Display Incomplete
From the Opportunity Details pane, salespersons send and receive complete messages in the Comments field related to the activities of a prospect. 
Previously, this field displayed received messages from salespersons that were incomplete.

Bug fixes

Hot Fix: Sell Rate on Quotes.

Bug Fix

New Features and Enchantments:

- Updates were added to the License Scanner to improve the reliability of optical data when a prospect’s license is scanned.

- DealBuilder Showroom provides the permissions that follow to grant or deny access to salespersons to edit lease quote data for prospects:

Salespersons with Mobile Worksheet permissions can remove the lease up-front fees that follow:
- Cash only and Short Gross amounts
- Cash only and Short Gross amounts added to the Cap Cost.
- Cash Down
Salespersons with Mobile Worksheet permissions can view the history and select payment grids, but is unable to make the changes that follow:
- Payment Type
- Down Payment
- Submit the first quote
NOTE: If no Quote exists, a Request Quote button displays and the spreadsheet is not populated with defaults. Salespersons with new mix permission can remove the lease up-front fees that follow:
- Cash only and Short Gross amounts
- Cash only and Short Gross amounts added to the Cap Cost.
- Cash Down
NOTE: If a Quote exists, salespersons can edit the amount of the down payment and the payment types. Improvements

DealBuilder Showroom provides the permissions that follow to grant or deny access to salespersons to edit finance and balloon quote data for prospects:
Salespersons with Mobile Worksheet permissions can view the history and select payment grids, but are unable to make the changes that follow:
- Payment Type
- Down Payment
- Submit the first quote
NOTE: If no Quote exists, a Request Quote button displays and the spreadsheet is not populated with defaults. Salespersons with new mix permission can edit the types that follow:
- Payment Type
- Down Payment

- From the Inventory page, the age of the vehicle displays on the right of the Stock number of the search results.

- From the Inventory page, press the FILTER link to select a specific dealership that shares the same inventory. This filtering defaults only to the dealerships selected.

- From the Customer Details page, user search filters to find prospects with various search criteria selected under CATEGORY

FIXES:

- Quote Page – Default Rate for New Quotes Returns 0.0
From the Quote page, when a salesperson loads new quotes the default rate displays the total amount. Before, the default rate would display 0.0 after a new quote was loaded.

- Inventory Search Page – Displays Incorrect Status of Vehicle
From the Inventory Search page, the status of a searched vehicle displays, “In Transit” for vehicles to be delivered to the inventory. Previously, these vehicles displayed as Available.

- Appraisal Log Page – Displays Error When Page is Opened
Open the Appraisal log page from the main menu to display a list of specific details for a trade-in vehicle. Before, when a salesperson opened this page, the action generated an error and crashed the page.

- Quote Page – Does Not Save Lease Cash Down Type
From the Quote page, salespersons enter the Cash Down Type amount submitted by the prospect and press Submit Offer. This amount is saved in the Quote details. Previously, this page would not save the amount in the Quote details.

- Quote Page – Calculator Displays Incorrect Cash Down Type Amount
From the Quote page, salespersons enter the Cash Down Type amount submitted by the prospect and press the Quote calculator. This amount is presented to the prospect’s Quote details. Previously, this page would not display the correct amount in the Quote details.

- Quote Page – Accept Offer Button – Does Not Inform Mobile Worksheets Offer was Accepted
From the Quote page, salespersons press the Accept Offer button to inform Mobile Worksheets that the offer was accepted by the prospect. Before, this page would not display Offer Accepted

New Features and Enchantments:

- Inventory Page – Shared Inventory Filtering
- Virtual Lot Page – Add Latest Vehicle to Set as Primary
- DealBuilder Showroom – Displays in Landscape View
- DealBuilder Showroom – Performance Improvements

Fixes:
- Quote Page – Payment Spreadsheet Out of Order
- Quote Page – Payment Spreadsheet Generated an Error
- Appraisal Log Page – Uses Wrong Permission for View and Edit
- Appraisal Log Page – Does Not Display When Companies are Switched
- Notifications Page – Displays Randomly
- Video Page – Texting Option Does Not Recognize Permission

Bug Fixes

Bug Fix

iPhone Style changes.

Customer Journey – Trade-In Evaluation Page
Inventory Page – Mark Select Vehicles As Saved
Quote Page - CRM Displays Actual Cash and Book Values for Trade
Customer Details – Video Sharing
Appraisal Log – Vehicle View

- Removed erroneous popup message.

Fixes:
- The New/Used filter recognizes the changes set in Greet page. Before, this filter did not recognize changes made in the Greet page.

- The Greet widget displays Completed when the filters are saved to the Opportunity Details. Previously, the widget displayed Completed incorrectly before the filters were saved to the Opportunity.

- Set the previous Min and Max price based on the saved prospect data on the Greet filter. Before, the Min and Max price could not be set.

- Enter null as a model to filter the new/used make and price. Previously, when null was entered as a model it generated and error message.

- Use the toggle switch to remove a salesperson from OnPoint. Before, the switch generated an error when a salesperson was removed.

- Activity items display in order in the Order field as returned from the EndPoint. Previously, these activities did not display in the correct order.

- Protection Plans display a cost after all the survey questions are answered. Before, these plans displayed no cost associated with purchase.

- The Trade-In page reloads and displays the image of the selected vehicle when a salesperson returns to the page. Previously, this page reloaded the wrong image.

- The OnPoint toggle switch remains invisible to users who are not assigned to any department within the UpQueue. Previously, this switch was visible.

- The customer header bar displays exception alerts for In Showroom Status after the component is disposed. Previously, alerts related to In Showroom status displayed too early before the component was disposed.

- A quote update message appears on the Quote Journey step to indicate the quote was saved. Before, the quote did not update when saved.

- The Activity History page displays the Assigned To and Opportunity Primary Salesperson name as first and last. Previously, the name displayed with a comma between the first and last name.

- The Activity History page displays the correct time zone related to the location of the dealership. Before, the page displayed the incorrect time zone.

- The Greet page displays all models of vehicles and their specific makes. Previously, the page did not display all models or makes of vehicles.

- The Activity History page displays the return date of the prospect. Before, the page displayed the time.

- Open the date picker on the Organizer page to set the date of appointments. Previously, the date picker closed abruptly before a date was set.

- Edit the status of a customer that is a Showroom Up on the Customer Details page. Before, the edit changed the customer status to In Showroom.

- Bug fixes and improvements
- Darwin integration

Bug Fixes.
Notifications.

- Adding Desklog
- Bug Fixes

You Spoke - We Listened!
Bug Fixes and Preformance improvements.

- fixes for quote page bugs

- fixing dealbuilder messaging

- Updates to Quote page

- Updates to VIN scanner

Bug Fixes
Fixed 255 Month bug .

Fixed a Threading bug.
Feel The Thunder!!!!!

Performance Improvements.