Changelog
Follow up on the latest improvements and updates.
RSS
With this feature you can:
- Segment stores for quick, frequent access
- Search for specific stores or segments
- Select multiple stores or entire segments
Suggest our next feature enhancement HERE!
improved
Desk Log Gets a New Look
With this feature you can:
- Use sticky filters and a new source filter
- Print and download your Desk Log metrics
- Enjoy a cleaner, more intuitive design
Suggest our next feature enhancement HERE!
new
Mobile
Mobile Uploads Are Here!
Now you can upload documents to Portal straight from the mobile app!
Suggest our next feature enhancement HERE!
Now, stores can enable or disable this ability within
Permission Groups
, ensuring better control over customer assignments.Suggest our next feature enhancement HERE!
AIM now offers a feature that helps you reach your customers more effectively. With AIM Campaigns, you can:
- Choose from suggested campaigns or create your own
- View real-time details like audience size and daily message counts
- Track engagement and outreach progress
Suggest our next feature enhancement HERE!
improved
Conversations
Desktop
View Conversations Across Multiple Stores
With this update:
- Users with multi-store access can select multiple stores in Conversations
Suggest our next feature enhancement HERE!
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!
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