10.14 Patch Release - CRM Features

This document will briefly describe small CRM enhancements added to Patch Releases in version 10.14. These changes are available in version 10.14.7 and later.

10.14.7 Patch Version

Unsold Deal Plugin

Optimization has recently been completed on the Unsold Deal plugin, resulting in quicker Workplan dashboard load times, as well as increased functionality. This is available in versions 10.14.7 and up.

Created Date

Previous Functionality - The system would generate tasks for all unsold deals, for all time, so long as consent had not expired. For Canadian dealerships abiding by CASL non-transactional consent timeframes, tasks would only generate for contacts with deals created within the past 6 months, if they have not interacted with the dealership since their initial sales opportunity, or expressed consent to be contacted.

New Functionality - The Unsold Deal plugin will only generate tasks for deals created in the past 1 year. Best practice recommendation would dictate that dealers should review the Open Deal dashboard page, and change the statuses on stale deals so that they can be appropriately followed up on using the Cancelled Deal plugin, however, many dealerships have a large open deal count, often with deals that are over 1 year old. When querying, timeouts can occur when the system is searching against abnormally large datasets for tasks to generate. This change will decrease load times and ensure that stale deals are not included where they shouldn't be. For Canadian dealerships abiding by CASL non-transactional consent timeframes, this will not result in a noticeable impact on the number of tasks generated.

Status Date

Previous Functionality - When running off of the Status Date, the Unsold Deal plugin would previously generate tasks for all open deals, from all time, based on status changes.

New Functionality - The Unsold Deal plugin will now only generate tasks for deals that have had status changes within the past year, regardless of the created date. This will decrease load times while allowing dealers to re-activate deals from any timeframe, at their discretion, without causing interruptions in task generation.

10.14.10 Patch Version

Workplan Notes - Add Clickable Links

Workplan Notes has been enhanced with functionality to allow the ability to send notes with clickable links.

Workplan Notes has been enhanced to include the ability to send notes with clickable links.