Improvements To Phone Number Searching On Lead Dashboard And Address Book (SPW-10327)
Phone number searching has had some efficiency upgrades when on the Lead Dashboard and within the contact Address Book. Phone number formatting will now be automatically accounted for, meaning numbers beginning with a country code (example +61 or 61) will now be returned. Phone numbers can now also be searched on the last 4 digits.
Email Forwarding Directly To A Lead (SPW-5912)
A new option has been created to capture email communications directly from an external email client can be captured directly to a lead. With each lead is a new button that will copy a unique email address, this can then be pasted into the cc field on an email being sent, or an email can be forwarded directly into the lead.
Internal Spam Testing For Outbound Emails (SPW-5390)
now when creating an email response from within AutoPlay there is an inbuilt tool to test if email clients will pick this up as spam. If the email is scored above 5 and is marked as spam, please contact AutoPlay support to troubleshoot the email template and provide some guidance on how to get this to a safe score
In an update to the existing tags that can be used within communication's - these have now been updated so that they are able to retrieve data when the communication does not get triggered directly from the form. Now, if the lead has an existing form, the tags will work in normal communications and will display the corresponding field data from the most recent form on the lead.
Lead Allocation Yard Check (SPW-10985)
Now when a user is selected to allocate a lead to from within AutoPlay, there is a new check done to insure that the user has access to the yard that the lead is in, if the user does not have permissions for that yard, then the allocating user will be forced to select a yard that is compatible
A new chart has been created that will show which lead progress state leads were in prior to being Closed Lost
All AutoPlay Role Permissions Now Have Active Toggles (SPW-11003)
This feature is mainly for AutoPlay users only, and allows for them to configure and set up user and account permissions as inactive, allowing features to be quickly turned on or off when required
Automations - Customer Previous Purchase History Birthdays (SPW-11027)
A set of automation triggers has been created to target the delivery and purchase field's yearly anniversary dates from previous vehicle purchase history records.
Automations - Prospect Records Accurately Reflected In Automation History (SPW-11037)
With automations now being able to handle some prospect activities, the automation history section has now been updated to include more data
Automations - Ability to Select Time For Prospect Action Due Date In Automation (SPW-11044)
A new option has been created so that a specified time can be selected for a prospect action due date and time when an automation is the trigger that creates the prospect record
An existing feature that was tied up directly with an integration has now been split out an is available to any AutoPlay account, this will allow for Contacts to have a Type selected (Private, Business, Fleet, Government, Wholesale, Other)
Assorted Bug Fixes and Improvements
- (SPW-9738) Wholesale SMS link position change
- (SPW-10050) RnD on Teams links for Event Invitations
- (SPW-10399) New rewards KPI to measure time in Awaiting Action
- (LAPI-904) Sub Models have been added to the Lead API
- (SPW-10492) Closed Mandatory Test Drive image loophole
- (SPW-10559) Improvements to the way Sources and Campaigns are displayed to SSO users
- (SPW-10583) Improvements to leads created by AP1 users within dealership accounts
- (SPW-10630) Removed more options to download lists as PDF files
- (SPW-10773) Automation log history gets pagination to avoid time out issues
- (SPW-10901) Resolved issue where import file price updates were not being shown in the audit log to users
- (SPW-10913) Minor update to the message displayed withing the listing images when exceeding 20 images and there is a TM export present to avoid potential confusion
- (VDP-323) Styling option to remove detail page left inset icons
- (VDP-324) New VDP filter option for Colour
- (SPW-10948) New lead exporter configurable options and testing tool
- (SPW-10972) New filter options for Lead Log Type admin screen
- (SPW-11062) Contacts can now have their opt out privacy settings updated with the bulk update feature
- (SPW-11083) PHEV has been added to the RUC checking mechanism on an appraisal form
- (SPW-11149) Locations now have a field Order option, this will then show these in the specified order on the VDP Page. This will work with VDP Pages spanning multiple AP Accounts