10 posts tagged with "onboarding"

The following changes have been pushed to production on March 28, 2026

• Add "User Tour" feature
• Move 'Notes' column next to RO # on Labor Types page
• Move 'Notes' column next to RO # on Op Codes page
• Include RO Notes in exported pop-up data
• Add ability to disable Download/Export Feature for new 'Employee - No Share' role
• Add Dominion DMS to Onboarding Wizard
• 'Share/Export' module moved to pop-up header
• General 'Search' in pop-ups moved to header
• Wholesale Analysis shows rolling 12-months Credits and Return %

The following changes have been pushed to production on March 7, 2026

• Add red styling to text for negative values on the Op Codes page
• Add red styling to text for negative values on the Labor Types page
• Add red styling to text for cost and expenses values on Ai Statement pop-ups
• Add capability to onboard Dominion DMS dealerships on the Onboarding wizard

The following changes have been pushed to production on December 28, 2025

• Add the discount description to the discount code as a mouse hover over on the discounts pop-up
• The Expense pages for the onboarding forms now have the same immediate duplicate account validation checks as the Sales/Gross pages

The following changes have been pushed to production on August 31, 2025

• Onboarding wizard object issues are fixed
  • Working Days work as expected
  • Accounts are added as expected
• New UI for 'Parts on Open ROs' is present and works as expected
• AI Statement 'MTD YOY' and 'MTD (Pace)' columns are swapped
• Fixed issue where ROs disappear in 'Open ROs' pop-up when an advisor uses more than one Id
• AI Statement pop-up UI shows post-dated postings
• Calculation for total parts cost when Parts Verify on Hand is exported to excel is fixed

The following changes have been pushed to production on January 22, 2025

• Updates to the Onboarding page for future customer use
• Quick Search now allows VIN specific search
• Quick Search now returns new fields
  • Make
  • Model
  • Year
  • ServiceAdvisorId
• Op Code Tracking admin table now stretches to fit the screen

The following changes have been pushed to production on October 14, 2023

• Add a new User Logins feature within Administration/User Management.
• Add the C, W, and I filters to the Summary view for the Heat Sheet/Discounts pop-up.
• Fixed an error 500 result when some Digital Copies are being generated when a part quantity sold is not a whole number.
• Updated Step 1 of the Onboarding wizard to remove unused data and add in new fields.
• Updated Sales/Gross steps of the Onboarding wizard to set up required fields and changed styling.
• Changed the Onboarding wizard step 'Receivables Schedule' to 'Miscellaneous' and only asks for accounts for Used Car Op Codes, Policy Service/Parts, and Unapplied.

The following changes have been pushed to production on July 17, 2022

• Increased limit of comments field for ROs. CDK provided a comment value far above the defined limit.

The following changes have been pushed to production on June 10, 2022

• Add data to Warranty Add-On section in the Heat Sheet
• Add Checkbox in Averages pop-ups to hide $0 ROs
• Fixed incorrect assignment for tooltip for Averages boxes on dashboard
• Add tooltip for dealership names for header selection
• Removed items from onboarding wizard
• Add dealer logo to generated digital copy ROs and Reports

The following changes have been pushed to production on June 4, 2022

• Improvements to bulk onboarding and data import process

The following changes have been pushed to production on February 19, 2022

• Voided ROs will now show up in the Exceptions section of the Heat sheet
• Added feature to bulk Import process to handle individual XML files out of band if needed to clean up CDK's messy data
• Added UI feature to the final step of the onboarding wizard to let the user know to scroll to the bottom and submit.
• Prevent user from double submitting the onboarding wizard and let them know the data is being processed.