Changelog
Follow up on the latest improvements and updates.
RSS
improved
new
BIG Update to the Customer Contact Card!
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With this release you can:
- Customize the Customer Contact Card layout to fit your needs
- Know how your customer prefer to be contacted
- Generate a summary of customer communications (for stores with Genius Max)
- Unsubscribe customers from all communications with ease
- Customer Contact Card is open by default
Suggest our next feature enhancement HERE!
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With this feature you can:
- Break down Source Descriptions by Source and Store
- View data grouped or ungrouped, with a structured sort order for clarity
Suggest our next feature enhancement HERE.
new
Mobile
Send Credit App is Now on Mobile!
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You can now use the Send Credit App directly from the DriveCentric mobile app!
- Customers can securely update their personal information.
- Updated details sync automatically with your CRM.
- Makes it easy to follow up and complete credit apps through your existing process.
Not seeing the new feature? Make sure your mobile app is updated!
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With the Genius Dashboard, you can:
- Track Genius engagement and activity metrics
- See interaction stats like appointments and handoffs
- Monitor activity with live tickers and trends
- Manage Genius settings
Suggest our next feature enhancement HERE!
improved
Mobile
Mobile Action Button Redesign
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We’ve given the mobile action button a subtle redesign, making way for future additions to the action button.
Suggest our next feature enhancement HERE!
new
Mobile
Edit or Delete Tasks on Mobile
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With this new feature, you can edit or delete tasks from the mobile app.
- Click on any task to easily edit or delete it
Suggest our next feature enhancement HERE!
new
Mobile
Pin a Note on Mobile!
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With our new mobile feature, you can now pin important notes with ease.
- On iOS, simply swipe right to pin or unpin a note
- On Android, press and hold to pin or unpin
Stay organized on the go—because sometimes, the best ideas need to stick around!
Suggest our next feature enhancement HERE!
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With this feature update you can...
- Send videos to multiple emails or opted in numbers at once
- Combine text and email for broader reach in a single send
Suggest our next feature enhancement HERE.
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With this feature, you can:
- Group Users:Assign roles and permissions by user group
- Customize Access:Tailor permissions for teams or departments
- Simplify Management:Control access centrally
- Scale Easily:Adjust permissions as your dealership grows
Suggest our next feature enhancement HERE!
Introducing Send Credit App and Portal
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Discover these new features:
- Core Features:Both Portal and Send Credit App are now part of our core feature set
- Secure Document Management:Your customers can securely send attachments directly through the CRM
- Send Credit Applications:Customers can fill out their credit application through a secure link, ensuring a smooth process
Suggest our next feature enhancement HERE.
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