PUSH
closed
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Ness .
after pushing a deal to DMS and then having to change to add a co buyer etc. you need to be able to push again
J
Jacob Coleman
closed
J
Jacob Coleman
Based on the number of votes, we are not planning on moving forward with this feature request at this time. Thanks for the feedback!
Drew Adler
under review
Shelby Parker
Hey Ness, thanks for your feedback! I have a few more questions for you:
- Can you provide more details on the current process of adding a co-buyer after a deal has been pushed to DMS?
- What specific issues or challenges are you facing when trying to push the deal again after adding a co-buyer?
- Can you describe the ideal workflow you'd like to see when adding a co-buyer after a deal has been pushed to DMS?
N
Ness .
Shelby Parker: No problem, so basically when we had vinsolutions when we pushed a deal to VUE and then had to make a change, for instance adding a co-buyer, it would update in the DMS so the finance person would see all the updates and would not have to re-enter everything again. So now if we push a deal in DRIVECENTRIC it will not allow us to make a change and repush the deal. An error comes up and there is no way to repush the deal. We were able to make changes and re-push them to the DMS in vinsolutions, so I know its possible. it creates more work for the finance managers and is slowing down the process.
Drew Adler
Ness .: You should be able to edit customer information and re-push. You will be provided a new deal number but the customer information should be reflected with the new information. Here is a quick video of me from today changing the customer's address after the initial push, and then re-pushing the deal!
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Ness .
Drew Adler: give me a buzz when you are free and i can walk you through a scenario and you can see what im getting 314-221-9483