Release Notes - August 2023
Check out the major updates, enhancements, fixes, and new features released in August 2023.
- DC - Processing Fee on Accounting Payments
- BHPH - Update Customer address on BHPH account/Phone from Contact
- BHPH - Printing/Exporting Payment History
- CRM - Setting to Disable Sending Texts Over the Soft Limit
- DEAL - Updates to Business Customer Info on a Business Deal
- DEAL - Additional Inputs Aftermarket Setup in Deal Settings
- DEAL - SUPPORT DC: Option to Set Deal/Desk to Customer View by Default
- DEAL - SecureOne Pre-Paid Maintenance Expansion
- DEAL - Credito Real NV Expansion
- DEAL - Lentegrity Expand to Delaware
DC - Processing Fee on Accounting Payments
Payments taken from the accounting module (via hosted checkout, credit card terminal, or ACH) will now reflect the processing fee that is entered in the Payment Settings.
The processing fee can be entered in the Payment Settings tab of the Dealer Profile in Dealer Settings.
The processing fee will now be included in the total due when a payment is taken from the Accounting Module in DealerCenter
Credit Card (via terminal) with Processing Fee
Hosted Checkout with Processing Fee
ACH Payment with Processing Fee
Update Customer address on BHPH account/Phone from Contact
We are now updating the customer’s phone number, email address, and address on the BHPH customer record when the manage contact info section of the collection tab is updated. This is to help sync the contact info of the customer when collection reps make updates while doing their collection activities.
To update the customer’s contact info from the collections tab, users will click on “Manage Contact Info” add a new Phone/Email/Address, and mark it as active.
For the phone number, if the “Consent to Call” is marked no, the Do Not Contact (DNC) notification will appear when trying to call using that number.
Printing/Exporting Payment History
We have added the ability to print a BHPH account’s payment history as a PDF or export it as a CSV file from the primary account view.
Users can initiate the print/export by opening a BHPH account and clicking on either the print or export button.
The PDF print will maintain the same formatting as the Payment History printout in the BHPH print menu. The results shown will reflect any filters that had been applied to the payment history view.
The CSV export will generate a CSV file with the values for each payment on a single row. The results shown will reflect any filters that had been applied to the payment history view.
Setting to Disable Sending Texts Over the Soft Limit
A new setting has been added to Customer settings to prevent SMS/text messages from being sent when your account has exceeded (or will exceed) your monthly limit of messages.
The new setting can be found in the Voice, SMS, and Email Options tab of Customer settings.
Users attempting to manually send a new SMS/text message will see an alert letting them know that the threshold has been reached.
CRM Pro: 4000 Limit
CRM Plus: 2000 Limit
CRM Basic: 1000 Limit
BHPH: 500 Limit
3 cents per SMS, over the limit
Prospects from whom automated messages have been suppressed will be stamped with the following note.
Updates to Business Customer Info on a Business Deal
Users can now make changes to the business customer record from the Deal record. Edits to the business customer can be made by clicking on the Company name shown on the deal.
Additional Inputs Aftermarket Setup in Deal Settings
New options have been added to the Additional Product settings in Deal Settings to allow users to enter additional default information to the products added to a deal.
The user can access these inputs by clicking on the Options link in the Additional Products settings in Deal Settings.
The Options link will open a small popup with the additional inputs.
[SUPPORT_DC]: Option to Set Deal/Desk to Customer View by Default
We have added a new setting to allow users to open all deals and desking sessions in the Customer View.
When this setting is enabled, sensitive deal information (cost, gross, profit, etc.) will be hidden by default when opening a deal.
The hidden information can be revealed by clicking on the Dealer View action in the left navigation bar of the deal screen.
SecureOne Pre-Paid Maintenance Expansion
Currently, SecureOne Pre-Paid Maintenance is offered in 5 states: AZ, NV, WA, and UT. SecureOne will be expanding to 9 additional states.
- North Carolina
Credito Real NV Expansion
Credito Real will now be available as a DealerCenter Preferred Lender in Nevada.
Nevada dealers can learn more and contact Credito Real to begin the sign-up process by clicking the links in the Preferred Lender section of the DealerCenter Home page.
Lentegrity Expand to Delaware
Lentegrity will now be available as a DealerCenter Preferred Lender in Delaware.
Delaware dealers can learn more and contact Lentegrity to begin the sign-up process by clicking the links in the Preferred Lender section of the DealerCenter Home page.