Tuesday, July 17, 2018
PI Notes - Accounts Screen.
PI Notes - Account Screen - We have increased the size of the Notes Accounts Screen so that we could add more data fields to the screen. These include co buyer information and email address. We have also added buttons that allow you make skype calls to the customers phone numbers and to quickly email the customer.
Thursday, February 6, 2014
ACS Auto Upload Program Released.
Many dealers have requested that we build software to automatically handle the uploading of their data exports. To accomplish this we have released the ACS Uploader. ACS Uploader can incorporate any ACS Level 2 export routine (those with FTP) to send inventory data to 3rd parties on a daily basis and car sales and service sales data on a weekly basis.
We have also updated the Sales, Vehicle and Service Exports Screens in Finance Professional and Dealer Professional to show the exports that are available and to make ordering the new software as easy as possible.
Once your software is updated to version 14.02.06 or higher you can select exports from sales, vehicle inventory or service and order the Uploader Tool and any additional exports you are interested using.
We have also updated the Sales, Vehicle and Service Exports Screens in Finance Professional and Dealer Professional to show the exports that are available and to make ordering the new software as easy as possible.
Once your software is updated to version 14.02.06 or higher you can select exports from sales, vehicle inventory or service and order the Uploader Tool and any additional exports you are interested using.
Thursday, January 2, 2014
W2's and W3's are ready to print.
If you are printing the W2'S with the system you need to update to version 14.01.02 or higher. Make sure you print your W2's and close your payroll year before doing your first payroll in 2014.
Tuesday, November 12, 2013
Touch Screen Friendly Screen Redesign.
We have moved the location of the screen menus from the top of the screen to the bottom of the screen and increased the size of the buttons so that they are easier to use with touch screens.
Multiple Service Contract.
We have updated the finance screens to allow dealers to sell 3 different warranty products on the same deal.
Your finance contracts will only show the first warranty product and the total for all warranties sold unless you have specifically sent the contract to be programmed for multiple warranties.
If you have sold multiple warranties on the same deal the system will ask you wish warranty you are printing the warranty form for and load the appropriate data.
The update does require that you update both the finance professional software and the forms printing software and that you run the data conversion process.
Your finance contracts will only show the first warranty product and the total for all warranties sold unless you have specifically sent the contract to be programmed for multiple warranties.
If you have sold multiple warranties on the same deal the system will ask you wish warranty you are printing the warranty form for and load the appropriate data.
The update does require that you update both the finance professional software and the forms printing software and that you run the data conversion process.
Tuesday, September 3, 2013
We have added a few fields to the Simple Interest Notes Screen.
We have added the Buyer and Cobuyer SSN, DL and DOB fields as well as the email address field to the simple interest notes screen. We have also moved some fields on the screen around to facilitate the display of the additional data.
Updated Search Features for SI Nots and Prospect Manager
We have added more ways to find prospect and notes including SSN's and partial VIN lookups.
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