Invoice/Smart Vincent pull
gathering votes
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Joe Crawford
Could we please get a button to pull the current VIN's stock number and invoice when we are in the desking tool so we do not have to navigate to a different window. It would also be nice to have the customers current zip code and first/last name planted on the Smart vincent when it gets pulled based on their profile address settings
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Ash Kuhail
Joe is for the people!
Canny AI
Merged in a post:
Pulling Invoices and SmartVincent from FMC Dealer
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Will Phillips
Would like the ability to add links inside of desking to pull invoices and link to SmartVincent in FMCDealer
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Tracy Masilotti
ThThThis is an absolute must and is already functional within Eleads it’s a simple simple hyperlink to smart Vincent and then a text cut and paste basically of the customers information into the proper space and Mark Vincentis
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William Mills
I do know there is active communication between Drive and Ford Direct to integrate a better version of VL+, SV, and Invoices. A link out to VL+ may be the first to become available.
Shelby Parker
Great to hear your perspective, Will Phillips! I have a few more questions for you:
- Can you provide more details on how you envision the integration of invoices and SmartVincent in FMCDealer with our desking feature?
- What specific information from the invoices and SmartVincent would you like to see in the desking feature?
- How frequently would you need to pull this information from FMCDealer into the desking feature?
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Jacob Coleman
gathering votes
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Jacob Coleman
Hi Joe, thanks for the feature request! We'll continue to monitor this for feedback, and you'll receive any updates automatically.