Desking 2.0
complete
Shawn Goebel
Enhanced Desking within DriveCentric. We have made several improvements based on user feedback.
Here is a non-exhaustive list of merged requests that are reflected in Desking 2.0:
- Impersonate a User when Sending a Proposal/Pencil
- Increase Number of Vehicles in Desking
- Add Additional Attachments when Sending Proposal
- Desking Layout/UI Update
- Ability to Add Custom Text When Sending Proposal
- Toggling On/Off Trade
- Down Payment Options to Display on Proposal
- Improved LTV Calculation
- Ability to Compare Payment Types Independently
J
Jacob Coleman
Merged in a post:
Add custom accessories in Desking
D
Dan Rutledge
Add custom accessories from the desking tool, without having to update the list in Settings.
Michele McCoy
complete
Apologies for the delay. Our next generation of Desking is released!
- Enterprise Settings: Control entire store or specific groups.
- Side-by-Side Comparisons: Compare deal details on a single screen.
- Ease of Use: Simple, intuitive navigation
- Loan Comparisons: Compare programs by payment, profit, rate, etc.
J
Jacob Coleman
Merged in a post:
Customize Down Payment default settings by percentage
G
Georgia Aplon
Customize global default settings for down payment percentage and rates
J
Jacob Coleman
Hi Georgia, this is possible in our New Desking tool!
J
Jacob Coleman
Merged in a post:
Display Money Factor
C
Curt Kelley
I would like to be able to display the Money Factor on a Lease when I select show rate.
J
Jacob Coleman
Hi Curt, in our New Desking tool, the Money Factor is displayed on the proposal!
J
Jacob Coleman
Merged in a post:
Disable automatic retail rate change when changing rate at shorter term.
T
Tim Wilkins
When changing the retail rate at a shorter term, all longer term rates are automatically updated to match the newly entered rate. I would like the ability to disable this, as nearly every time we have to go and change back all the longer term rates to what they previously were.
J
Jacob Coleman
Hi Tim, thanks for the feedback! In our New Desking tool, this is adjusted the way you suggested!
J
Jacob Coleman
Merged in a post:
Impersonate via text in Desking
C
Chelsie Cowart
It would be nice if you could impersonate via text when sending a proposal in desking like you can via email.
J
Jacob Coleman
Hi Chelsie! This is supported in our New Desking tool. Please reach out to your Customer Success team to see about getting New Desking enabled at your store!
C
Chelsie Cowart
Jacob Coleman thanks! We will probably stick to current desking for now.
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