Changelog
Follow up on the latest improvements and updates.
RSS
improved
new
BIG Update to the Customer Contact Card!
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!
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!
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!
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
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
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!
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!
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.
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
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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