Feature Requests

The system should be able to push DMV, Taxes and Finance products to DSM. The CRM should be pushing all relevant information about the Desked deal to insure accuracy and transparency.

At our store we are unable to push from DC to Deskit without a customer address. Being told its due to an integration issue DC has with CDK.

Sometimes DriveCentric saves a secondary deal number when pushed to DMS or we have manually built a deal in Reynolds. It would be very helpful to be able to update the DMS deal number manually.

Can we add a button to take a deal out of Delivered status? CRM & DMS do not always talk to each other, and at times deals show back up as Delivered in DC days after being taken out of Delivered status.

Map the insurance info within credit app to Reynolds & Reynolds insurance screen

Our stores will post dealer transfer deals in CDK as retail for their own reasons, we should be able to exclude these instead of them automatically added to Drive and skewing my delivered numbers. We also have no choice for deals that are in status "booked" to be excluded from being pushed. Booked deals are nowhere near delivered and should not be updating Drive, I can't even see the status from CDK in the customer card so I have no idea if the deal is actually delivered without having to manually compare every single deal. We should not have to change our entire accounting process to ensure it fits Drive's idea of how it should work. We should be able to fully customize the connection between Drive and our DMS so it can work for us.

Ability to turn off pushing price of accessories in selling price to Reynolds

Would like the ability to push lienholder info over to dealertrack dms and store those lienholders in order to accurately determine the reserve.

Just like it pushes the sales person, why can it not add the Sales manager who pushed it and attach it to the deal within Reynolds and Reynolds.

When matching unlinked deals, it would be helpful to be able to click into the CRM profile of the suggested match to verify prior to clicking Match. Currently, we would have to open a second window of DriveCentric and search for that customer to verify the deal prior to matching.