AutoPlayAuto.com Version 19.4 Release Notes - 24th October 2019

AutoPlayAuto.com Version 19.4 Release Notes - 24th October 2019

A new version of AutoPlayAuto.com will be released on 24th October 2019.  Check out the release notes below for all the new functionality.



1.  Closed Won Validation

There is now a setting which will validate whether your sales team have completed some basic customer information when closing a lead as 'Won' ('Title', 'First Name', 'Last Name', 'Phone', 'Mobile', 'Email' or 'City').  This can be turned on via the 'Closed Won Validation' role and can be set to appear as a warning only, or completely stop the lead from being Closed Won unless the missing customer fields are completed.  You can read more about Closed Won Validation HERE





2.  Added New Deposit, Additional and Balance Payment Methods and Dates to Write Up Form (NZ)

The Write Up Form for NZ dealerships now includes several new fields including;
  1. Dep. Payment Method (Bank Transfer or Credit Card)
  2. Dep. Payment Date
  3. Add. Payment Method (Bank Transfer or Credit Card)
  4. Add. Payment Date
  5. Bal. Payment Method (Bank Transfer or Credit Card)
  6. Bal. Payment Date
These fields have been added to the Default AutoPlay Write Up Form.  If you have had a custom Write Up Form built and would like these fields to display on your PDF/print version please contact support@autoplay.co.nz (no additional charges required to update the print form to reflect these changes).






3.  Added a 'Special Conditions' field to Write Up Form (NZ)

The Write Up Form for NZ Dealers now also has a 'Special Conditions' text box.  You can free-type to this field or click on the 'ADD' button to easily populate 'Subject to finance', 'Subject to test drive' and 'Subject to trade in value'.  These are not customisable as of October 2019.






4.  Smart Keyboard Detection

Where possible we have implemented some smart keyboard detection.  On tablets and smartphones if you tap into a field meant for numbers (i.e. price or phone number fields) the keyboard will automatically detect that the field is for numerical values and your device will display the "number" keyboard, instead of the "letter" keyboard.  Please note - this does not work on all browsers.  If you are not experiencing this result it means your browser & device combo is not compatible with this functionality.



5.  Additional Warnings When Deleting Users

When deleting a user if the users email is set up in the 'Lead Management' screen we now display a warning reminding the dealership to update the 'Lead Management' screen - this is critical as this determines who recieves all new leads for that yard/source/campaign.

Additionally you will now also have the choice to allocate Closed Leads as well as Open Leads.  This option only appears if the user currently has leads allocated against their name.  You can choose 'Not Allocated' or you can allocate to another user in the account.  Bulk allocating leads when deleting a user will not trigger individual lead alerts.






6.  Click To Call Functionality & Tracking

In the latest version of AutoPlayAuto.com you can now click on the Phone or Mobile number field to automatically make a phone call on any compatible device.  If the field is editable there will be a green 'CALL' button.  If the field is not editable simply click on the Phone number to prompt the call.



Once you have made the call the record of this will appear in several places including;
  1. in the Lead Audit screen (must have Audit role enabled)
  2. in the Lead History popup

  1. in the Communications section on your lead under 'Phone Calls' on both the Lead and Customer screens

  1. The Lead Progress will also be automatically updated to 'Phone Call Made' (if Progress is past 'Phone Call Made' it will date stamp the appropriate Progress step but will not update the leads current progress).
At this stage AutoPlay cannot record and capture phone conversations directly via the AutoPlayAuto.com application.



7.  Sales Pipeline Dashboard Filter For New, Demo, Used Leads

In the latest version of AutoPlayAuto.com we've added a Sales Pipeline Dashboard filter for Vehicle Type: All, New, Demo, Used, No Listing






8.  Added 'Be Back' to Lead Detail Screen for Australian Accounts (AUS)

Added a simple 'Be Back' field when a customer has left the dealership and subsequently returned to the dealership a second time to complete the deal.  Is included in Lead Audit and can be used by Australian Dealers for custom reporting.






9.  Standard Text For SMS

As well as SMS Intro Text for sending emails as SMS, if you are sending a pure SMS you can set up pre-loaded SMS Standard Text via the Settings>Email Settings>Standard Text.  Simply select the Type=SMS Standard Text, then load the rest of your Standard Text like you would for email Standard Text.



When sending an SMS you will be able to access the SMS Standard Text you have set up via the green 'STANDARD TEXT' button.  Note you will only be able to select SMS Standard Text if they have been set up as visible to your user account, and the lead is in the correct yard.






10.  New Specifications Filters In Listings Screen

In the latest update we have added a 'Specifications' filter in the Listing screen - allowing users to filter listings by;
  1. Transmission (Automatic, Manual, Tiptronic)
  2. Fuel Type (Petrol, Diesel, Hybrid, Electric, CNG, LPG)
  3. Body Type (Coach, Convertible, Coupe Hatchback, Station Wagon, Sedan, SUV, Truck, Utility, Van)
Note - the filters must be an exact match in order to work.  The words "2 litre Petrol' will not appear searching by Fuel Type=Petrol





11.  Schedule Close Lost Follow Up

The 'Close Lead As Lost' screen now includes a date picker to specify a follow up whilst closing your lead as lost.  You will still need to filter to 'Closed' leads on your Dashboard but the lead will appear within the Now +/- 3 Day date range when it is due for action.  The Event Type will be automatically set as 'Closed Lost Lead Follow Up'.




12.  Close Lead Lost Permission Changes

The 'Close Lead Lost Permission' role has been overhauled to improve usability.  Where the 'Close Lost' button was previously hidden, the button will now be visible for any user with the 'Close Lead Lost Permission' role.  This will prompt an email and in application notification to their manager to approve the lead to be closed as Lost - streamlining the process by eliminating the need to verbally request with your manager.

The 'Closed Lead Lost Permission' role can be used in the following ways;
  1. If the account does not have Closed Lead Lost Permission role then all users can Close -Lost
  2. If the account has the 'Close Lead Lost Permission' role but you are not in the role you will not see the 'Close Lost' option at all.
  3. If the account has the 'Close Lead Lost Permission' role and the user is included then they will need to request permission to close a lead as lost (there is no manager component to the role)
  4. Any user who is a manager of the user in the 'Manage Leads' role for the yard that the lead is in will receive an alert when a user requests to Close Lost


When closing a Lead as Lost there will be a drop down labelled 'Status'.  The 'Status' drop down is inactive for users who are not the Lead Manager for this user/yard.  As a non-manager a user can write a note to their manager and select a Close Reason before clicking Save.

This will trigger an in app Notification and an Email Notification as per the screenshot below.  Both requesting permission to close (by non manager) and approving/declining (by manager) will result in an email and an in application Notification unless notifications are deactivated.
  1. Requester - Notifications for the user requesting permission is controlled in this role.
  2. Approver - Notifications for the manager approving/declining permission to close is controlled by the notifications on Manage Leads role.
If the manager does NOT want to receive a notification this can be disabled by un-ticking 'Sends Notifications' in the Manage Leads role.
If the non manager user does NOT want to receive a notification this can be disabled by un-ticking 'Sends Notifications' in the Close Lost Permission role.

Unticking/ticking at an individual user level will overrule the master setting for notifications on the role.



The manager can click through from the notification, or click View Lead from the email notification.  To Close the Lead Lost the manager can click on 'Close Lost' and this will open the Close Lost window.  As they are the manager the drop down box for Permission is active.  It is also * for compulsory



The manager can do 1 of 3 things
  1. Ignore and close the Close Lost window - lead will essentially be locked from being closed until the manager does this.  The lead owner can still continue to make other changes to the lead.  No alert or email is triggered.
  2. Change Permission to Declined.  - triggers an email and alert back to the lead owner.  The user can retrigger the request at a later date by changing anything and saving again.
  3. Change Permission to Approved - closes the lead under the lead owners name (does not change it to the manager unless they specifically allocate to themselves) and triggers an email alert back to the lead owner
If the request is declined the user can always try again.  Any Notes they have added to the Closed Lost window remain in the Closed Lost Notes from the previous interaction.

Any lead that has had a Close Lost request or is Declined is still treated as an open lead.  The only action that closes the lead is if the Manager Approves.

In the 19.4 version we added a filter for users to easily find leads that they are awaiting approval to Close from their Manager.  The 'Close Lost Status' filter enables users to view Leads where permission to close as lost was 'Approved', 'Declined' or is still 'Pending' a response






13.  GDPR Compliance

In order to expand to the UK we've made a number of changes to become GDPR compliant.  The first step in this journey is to improve the way we manage signing the Privacy Policy and specifying which channels customers have agreed to be communicated with.  This represents a higher level of privacy compliance and is available to the UK, NZ and AUS markets.

To enable GDPR level privacy compliance you require the 'Privacy Enhanced' role.  This role is an account level role with no make, yard, user or manager level settings.  Adding the role to the account will enable GDPR compliant Privacy functionality across the entire account.

With the role enabled on the New Lead screen the normal 'Opt In' check box has disappeared, but you will see a drop down for 'Preferred Contact Method'.  This option allows a customer to specify how they would like to be contacted and is distinct from the Privacy opt in options.



Unlike the basic approach, with the Privacy Enhanced role enabled it is compulsory to 'VIEW & SIGN' the Privacy Policy - click on the green button to do so.  The normal PDF T&C's will displayed that you have loaded to your account (click HERE to find out how to set up Privacy Policy T&C's).



Clicking/tapping on the 'Signatures' tab will revel a basic disclaimer that you can agree or decline.  The Privacy Statement can be up to 500 words and can be set up in the 'My Company' or 'My Yards' screens under the 'Privacy Options' accordion.   (Privacy Statement outlined above placeholder text only – this can be customised to your dealerships requirements).



If you do NOT agree to the T&C's and the Privacy Statement you will still be able to create the lead.  However the customer will clearly be marked as 'Opted Out' and will not be able to be sent any bulk Live Leads, Email Campaigns or SMS.  You will still be able to send individual 1:1 communications to this customer to follow up their inquiry, but you must be careful to not communicate with any unsolicited messages.



If you AGREE to the T&C's and Privacy Statement you will then see a series of channels and contact methods.
  1. Privacy Channels - The Privacy Channels are completely customisable.  You can add Privacy Channels in Settings>Sales Pipeline Settings>Privacy Channels IF you have the Manage Company role.  The default values are 'Vehicle Sales', 'After Sales' and 'Marketing & Promotions' but you can tailor these to your dealership for the type of communications you want to have with your customers.  Find out more about setting up Privacy Channels HERE.
  2. Contact Methods - The Contact Methods run along the top of the screen and are fixed to 'Phone', 'Mobile', 'SMS', 'Email' and 'Post'.  These are the methods that your customer is willing to be contact via.  Please note that this differs from a 'Preferred Contact Method' - it is entirely possible a customer might be willing to be contacted by Phone and Email, but his preferred method is email.
To set up your customers Privacy Channels simply tick all the relevent channels and methods the customer is willing to be contacted by.  Due to GDPR law we are not able to automatically tick these options.  Once you have completed this, sign the popup and 'SAVE'



Once you have created your lead you can view the customer record to edit their privacy settings if required. 



If you have selected a customer record when you sign Privacy Policy IF that customer has already ticked this before on a previous lead, or in the Contact screen then these should be already populated when the Signature screen is loaded.

If the Privacy selection is set BEFORE selecting a customer record then we need an additional warning like we do when we do an OCR. "The Privacy options you have selected differ from what was previously set against this customer record. Please confirm you wish to update the customers Privacy options". This should show what was already set against the customer compared to what has just been selected.



When capturing Leads from an external website, or another 3rd party system such as a DMS AutoPlay will default to treat the external provider as the source of truth if data is provide (unless specified).  You can view a list of changes to Privacy information in the Contact screen via Audit in the grey action menu.



14.  The Right To Be Forgotten 

One of the principles of GDPR is the right to be forgotten.  If a customer calls and wishes you to delete them from the database you can select the 'Anonymise Data' option in the Contact record.  This will keep the Contact record but will replace all the customer details with XXXX on all Contact, Propsect, Lead, TD, Appraisal and Write Up Forms.  Where a customer has signed a Form this will be retained.
This option is only available when the 'Privacy Enanced' role is enabled.






15.  Lead Campaigns Can Be Assigned To Makes

Campaigns can now be assigned a single or multiple Makes. 
  1. When campaign has no make, then it will show on ALL leads (whether a listing is selected or not)
  2. When campaign has single make, then  it will only show on leads where listing matches the make 
  3. When campaign has multiple makes, then it will only show on leads where listing matches the makes
  4. When campaign has yards and make(s) then it will only show on leads where listing matches the yard and make(s)
  5. When a new lead is created, and no listing is selected then it will not show the campaigns that have a make



16.  Company Level Setting To Restrict Editing Source & Campaign on Electronically Captured Leads

Some dealerships have requested that we lock down Source and Campaign when a lead is captured electronically via email, website, API or DMS/CRM integration.  To accommodate this we've added a new setting in My Company under 'Account Preferences'
  1. With setting ON - will not allow user to edit Lead Source & Campaign on electronically captured leads unless the fields are blank
  2. With setting OFF - will allow editing as per status quo.





17.  Show Previous Appraisals

When you are adding a Vehicle Appraisal/Trade In AutoPlayAuto.com will check the VIN, Chassis or Registration against any other Appraisals completed within your account.  This is a global change visible in all accounts and will display Appraisals on both Open and Closed Leads (sorting first to Open Leads)



Clicking on an Appraisal will allow you to view a summary of the Appraisal details, or if you have the rights to view that lead you can click through to view the full lead record.





18.  Standalone Appraisal Forms

If you have the 'Standalone Appraisal' role enabled you can create Appraisal Forms via the 'Vehicle Appraisal' screen without being attached to a lead.
  1. If the user has the Standalone Appraisal Form role they will see a + from the Appraisal Dashboard to create a standalone form.
  2. If the user has the Standalone Appraisal Form role but is NOT ticked as a manager they will see only their own Appraisal Forms.
  3. If the user has the Standalone Appraisal Form role but IS ticked as a manager they will see the Appraisal Forms for all users they share the role with.  





19.  New Tool Tip When Interest Has Changed

To help you take advantage of the Interest field we have added a tool tip that will display in the following two scenarios;
  1. When your Lead moves into the progress state of ‘Test Drive’ and interest is updated to Warm - the following message displays in the ‘Tool Tip’ "This customer has been for a Test Drive and is considered a Warm lead. Follow them up asap!"
  2. When our automated process identifies leads that have had no customer contact  for more than 30 days, the Interest field is updated to ‘Cold’ and the following message displays 'This customer has not been communicated with in more than 30 days and is now a "cold" lead. Re-establish contact with them to requalify the lead"



20.  Matching Customers Pop Up Sorting Improvements
  1. Add text "Showing X  matches"
  2. Add text "Showing matches with open leads first"
  3. Sort by the matches first, but within the matches sort first to contacts with Open Leads, then contacts with Closed leads.  For example if you just search by "matt" then show Matt's before Matthews, but show the Matt's with leads first.



21.  Vehicle Double Booked For Test Drive

In 19.4 AutoPlayAuto.com can now not only alert you if a Vehicle is double booked for a Test Drive, but also stop the vehicle from being double booked if desired.  The Overdue Test Drive function now has role attribute which is a tick box to 'Prevent Double Booking Test Drives'.  When added to a role for a yard if a listing has been booked out on a Test Drive or Loan Car Form and the time conflicts with a new Test Drive it will prevent the user from booking the vehicle out.  You will need to complete the outstanding TD in order to book a new one for that vehicle.






22.  New Role To View Group Leads From A Single Group Account

If you run a large dealership Group and have permission to do so AutoPlay can set up the 'Display Dealer Group Leads' role in Role Management.  This role adds a 'Dealership' drop down to the Lead Dashboard.  The Group head office can then view basic lead details in their central head office account without having to switch accounts repeatedly.



When setting up the 'Display Dealer Group Leads' role AutoPlay can set a Make to restrict visibility to specified Makes only - perfect for Brands/OEM's.  Alternatively Dealer Groups can set the role up with no Make specified to see all leads.  The role is User specific.



23.  Support For UK Markets

The latest version of AutoPlayAuto.com includes support for growth to UK markets including;
  1. Provision for UK Countries & Regions
  2. Support for local currency and mileage
  3. Support for local UK Models, Fuel and Tax fields
  4. Support for UK Timezones
  5. Localised Postcode lookups
  6. GDPR compliance
  7. Customised Listings, Lead, Vehicle Registry and Appraisal screens
  8. Provision for custom Source and Progress list

24.  Improvements To Wholesale Quotes Process

In the latest version of AutoPlayAuto.com we've made a number of improvements to the process used to send Wholesale Quote requests when managing Appraisals.

a. Wholesale Contacts
In the Sales Pipeline Settings section there is a new option called 'Wholesalers' where you can store individual Wholesaler Contacts. 
These can be specific to Yards and Users  and if you have created Wholesaler Groups then you have the option of adding these contacts Groups. 



b. Wholesale Groups
A wholesaler Group which is essentially a Distribution List for sending multiple Wholesalers a SMS or email.  You create your Wholesaler Group in this screen and then from an individual Wholesaler record add them to the relevant Group.  Wholesaler Groups can be specific to a Yard or User. 

c.  Sending Wholesaler Emails
From the Email Wholesaler option in the Appraisal, you can select the individual Wholesaler, Wholesaler Group or manually enter a new email address.  






d.  Sending Capturing Wholesale Quotes Via SMS
In the latest version if you have the 'Send Lead & Appraisal SMS'  role enabled then you will be able to send Wholesalers SMS from an SMS Gateway rather than via your mobile device.  The button is located in the grey action menu.



When sending an Appraisal SMS the SMS will automatically be populated with; 
  1. Message (auto populated with Year, Make, Model, Variant, KMS, NZ New, Engine and Fuel)
  2. Short Code - it automatically generates a google shortened url to a webpage displaying the Appraisal images.
If you have set up Wholesale records or Wholesale Group records you can select them via the 'Wholesaler' drop down.



Not only does this let you send via Desktop, but it also means that AutoPlayAuto.com can capture a reply SMS from the wholesaler.  When capturing a reply a notification will appear in AutoPlayAuto.com within the notifications section.  If the Wholesaler adds a dollar value with the dollar symbol $, this can be automatically captured to the 'Wholesale Quotes' section on the Appraisal Form.  The SMS will automatically include instructions to "Reply to this SMS with a $ amount to submit a wholesale quote" as highlighted below.




The Wholesalers reply quote will be captured to the 'Wholesale Quotes' section on the Appraisal Form.
  1. Where message sent to a group and replies do not include a dollar amount, it is not added to the Wholesale Quote section
  2. Where message is sent an individual with a dollar amount it is added to the quote section
  3. Where message is sent to a manually entered number with a dollar amount it is added to the quote section


Sending Wholesale Quotes via SMS Gateway will automatically work if you already send Lead SMS via the gateway.  If you do not, please contact support@autoplay.co.nz to request set up (additional costs per SMS apply).



25.  Send Email Campaigns & Live Leads Via SMS 

As of 19.4 you now have the ability to send email campaigns or Live Leads eDM's via SMS.  An SMS message is sent that contains a url which directs your customers to view the email online. This functions are available to users with the 'SMS Campaign' Role.  The SMS Campaigns option displays in the Communications section.



Creation of a campaign is exactly the same as creating a standard email campaign, however you will note that on previewing of your results the phone number displays instead of the email address.  As with sending bulk emails, it is possible to send your SMS to a pre-loaded Contact Group, or build a custom recipient list using the 'BUILD LIST' button.

When previewing your contact list you will also have the option of excluding contacts with missing mobile numbers. Note these contacts are not excluded from the build of the email, this is for review purposes only. 



When creating your SMS Campaign there is a new field 'SMS Intro Text' - this text will display in the body of the SMS.  You have the option of using  Standard Text  or manually entering the text. 


When your customers receive your message it will state who the message is from, your SMS Intro Text and the url for them to drill through to view the email online.



Live Leads Email Campaigns sent via SMS will still have the Open rate (when the web page is opened) and the Video Views, Opt Outs and Undeliverables tracked in RESULTS.  

Please Note - Sending a Live Leads via SMS is only available via the SMS Gateway and you are charged per SMS sent.  To sign up for the SMS Gateway contact support@autoplay.co.nz


26.  Added 'Notes' To Lead Progress & Option To Make Notes Mandatory 

  1. When updating Lead Progress you now have the ability to add a note which will be added to the Lead Notes.



  1. By default this is an optional feature, but Dealerships can set this to Mandatory for all users, by updating the Mandatory Fields in the My Company screen. 




27.  Update Lead Progress Whilst Completing Calendar Events

You can now update the Lead Progress when completing events or marking as a 'No Show'.  When either of these options is selected a 'Lead Progress' dropdown will appear (it will not be visible unless 'Completed' or 'No Show' is selected.  To update the current Progress simply select the Progress item from the dropdown.





28.  Campaigns By Make and Sub Campaigns Now Available 

If you are a multi-franchise dealer and have a lot of Campaigns set up it can mean a long list to search through when loading leads.  In 19.4 we've now added the capability to tie Campaigns to single or multiple Makes. 




AutoPlayAuto.com also now has the ability load load Sub Campaigns if you have the role 'Manage Sources and Campaigns'.  Sub Campaigns can be set up under Settings>Sales Pipeline Settings>Sub Campaigns.  When setting up Sub Campaigns you must assign a parent Campaign.



When loading a lead you will see all the Campaigns and Sub Campaigns until a listing is specified.  Once you select a listing you will ONLY see Campaigns specific to that particular Make.  Additionally you will ONLY see the Sub Campaign drop down if you select a Campaign that has had Sub Campaigns set up.



If you submit leads to AutoPlay electronically via integrations with other 3rd party systems and are interested in utilizing the Sub Campaign fields please contact AutoPlay on support@autoplay.co.nz.  If you do not set up any Sub Campaigns the Sub Campaign drop down will not display.



29.  Improvements To PPSR & MotorWeb Vehicle Lookups In Appraisals (AUS)

Australian Dealerships that use the MotorWeb Aus Lookup, then run a PPSR were reporting that the PPSR data was overwriting better quality MotorWeb AU data.  The following changes have been made;
  1. Only update registrationExpiryDate and complianceYearMonth when a PPSR is done after a MotorWeb Lookup.
  2. If field is blank from the MotorWeb lookup then populate it with the PPSR value.
  3. If done in reverse so that the PPSR is run before the MotorWeb then MotorWeb lookup takes preference on all fields.
  4. Neither lookup should cause a previously populated field to become blank.



30.  Added Postal Address Field To New Lead Screen

There is now a 'POSTAL ADDRESS' button on the 'Add New Lead' screen.  The section is collapsed by default, and clicking on the button will display the Postal Address fields.  You can tick the 'Same As Physical' check box to populate the fields with whatever is currently in the standard Address fields.






31.  New Closed Won Notification

A new role has been added “Receive Closed Lead as Won Notification'. This is a Yard based role. Any users added to the role, will receive a notification of any leads that are set to ‘Close Won’ for the specified yards. 

The notification will include relevant lead details including customer and vehicle details and any notes. 
  1. Where role exists and lead matches yard, on close won users who are in the role will receive a notification
  2. If the user closing the lead, is also in the role, this user does not receive a notification
  3. If leads are closed won  and they do not match the yard criteria of the notification role then no notifications are sent.
  4. Emails are only sent when the ‘Send Email’ flag is on in the role, where this is not ticked then this only in-app notifications are received. 

32.  New Mandatory Fields Options For Appraisal Forms 

Added new mandatory field options for the Appraisal Form available in Settings>Company Settings>My Company -in the 'Mandatory Fields section.





33.  Added Event Type Filter To Lead Dashboard

In 19.4 there is now a new filter for Events on the Lead Dashboard.  This filter uses the 'Event Type' field.  By default this filter will return only leads with at least one incomplete Calendar Event scheduled on them.  If you want to also view leads with a Completed calendar event on them you can tick the 'Include Completed Events' checkbox.  If you want to see leads with no events scheduled you can select the 'No Event' option in this drop-down.




34.  Add Tyre Tread Depth To Appraisal Forms

It's now possible to add the tread depth for each of the Tyre's on the vehicle you are appraising.  There is a separate section labelled 'Tyre's'.  Clicking into the field will allow you to choose from 'Right Fron', 'Left Front', 'Right Rear' and "Left Rear', and 'Spare'.  However you can also free type if you want to record additional information.  The Tyre tread will NOT automatically appear on the printable PDF version of your Appraisal Form.  If you wish to add it to your form contact support@autoplay.co.nz and we will add this to your template.





35.  New Splat Graph Functionality On Appraisal Forms 

In 19.4 we've added the functionality to use a traditional "splat" graphic on your Appraisal Form.  This comes as standard on all versions of the Appraisal Form but is not compulsory - if you do not wish to use the functionality you can continue to load your appraisals as per normal via images and reconditioning costs.

To access the splat graphic click on the 'Reconditioning Images' section within the 'Add/Edit Images' accordion. Here you will see a splat graph (currently we can only display a picture of a generic car.  In future releases we may look to display a different graphic for Trucks, Motorhomes, Bikes etc).  If you are having trouble viewing the splat graph you can zoom in and out as required.

To record damage against a vehicle you can click/tap on the area of the car with the damage.  This will mark-up the splat graph with a red 'X', and will automatically open the 'Reconditioning Item' popup.




On the 'Reconditioning Item' popup you can add a Description, Condition, and $ Value, as well as itemising each specific reconditioning item as per the screenshot below.  Any reconditioning items you add here will be automatically copied across to the Reconditioning section on the main part of the Appraisal Form.



Within this popup you can also add photos using the image control. 
  1. Upload existing photos from your device
  2. Take photos directly via your device
If you take photos via AutoPlayAuto.com once you position your camera on the area of the car you wish to photograph and hit the 'take photo' icon you will be given the opportunity to use your finger on touch screen devices to circle or mark-up the area of the photo you wish to highlight.  Once finished you can tap the green tick button to save your photo and mark-up.  The mark-up will now be attached to the image and will be included on any printed/emailed PDF form.  Any images taken via this method will be automatically added to the normal 'Images' section on the Appraisal Form.



When you are happy with the loading of images and reconditioning items loaded against the splat graph you can hit 'SAVE' and continue tapping of other areas of the vehicle to record damage.


36.  Assorted Bug Fixes & Feature Improvements
  1. Fixed bug with Wishlists preventing a manager or lead owner from editing or deleting a Wishlist Form
  2. Fixed bug with custom Progress items not showing on manually created leads (showing 'Awaiting Action' instead of 'Introduction/Opportunity')
  3. Fixed discrepancy with logging of video views from Live Leads via AutoPlayAuto.com vs Silverlight Studio
  4. Fixed error downloading CSV of Role Management screen
  5. Fixed bug where 'Monthly Cost' was not saving on new Lead Campaigns unless the Campaign was active
  6. Fixed pagination caching when altering filters between returning a single vs multiple pages of results 
  7. Fixed issue with 'Not Allocated' not appearing as an option for Yards and Users in Role Management screens
  8. Internal fix to support creation of new accounts by ensuring 'Uses Roles' is set by default for every new account created
  9. Fixed browser issues where cursor would jump when typing in 'Notes' field
  10. Fixed error preventing Download report on Sales Pipeline Dashboard
  11. Fixed glitch where Default Landing Page was being wiped
  12. Internal fix where duplicating Email Templates across accounts now clears account specific info like Dealership, Yards, Users and Modules
  13. Added a tool tip to the 'Lead Management' screen explaining that unallocated leads captured in a 'All Yards' setting will automatically default to the Lead Managers Default Yard
  14. For users with 'Assistance Request' role set up they can now select this option as a Default Landing Page under My Details
  15. The Download Report CSV in the Appraisals dashboard now includes a column for Salesperson
  16. Improved logging on provider errors when PPSR checks fail to return a listing (AUS)
  17. Added 'View Lead' option when in the Vehicle Appraisal screen (if navigating from Appraisals Dashboard).  You will only be able to view Leads you have role management rights to see
  18. Improved accuracy on Australian Drivers Licence Scans by changing provider (AUS).  SMS Provider can be set by AP1 users under Settings>Company Settings>My Company>OCR Providers.
  19. Fixed various responsive layout issues on Chrome browser for Samsung
  20. Any new user created is automatically added to AutoPlay's PlayBook database for customer comms and release notes
  21. Removed 'System Admin', 'Data Admin' and 'Basic' User Types.  All functionality associated with User Types now controlled by Role Management
  22. New Role called 'Manage Lead Sources & Campaigns' - see HERE for more details
  23. Added button to view 'Proof Of Status' files once uploaded to Assistance Request Forms
  24. Added 'Company Notes' to My Company screen.  Added 'Yard Notes' to My Yard screen
  25. When Dashboard default setting is 'All Users', it will display the logged in Users name immediately under the 'All Users' option
  26. Lead Audit Report shows actual date range instead of 'Last Month' etc
  27. Added 'Location' field to Users screen to specify where a user is based (free text field)
  28. Added Audit functionality to numerous screens (SPW-1591)
  29. Tidied up Lead Origin field to more accurately reflect origin of electronic leads
  30. Added Stock Number to Write Up Form 'Email' functionality
  31. Improved alerts when a Video fails to build
  32. Sending an SMS now updates Progress to 'Email Sent'
  33. Added 'Tel. Code' to My Users screen
  34. Rebuilt the Role - 'Direct Upload Listings' which activates a 'Upload Listings' button within the Listings screen.  Enables dealers to manually upload a CSV of listings
  35. Rebuilt numerous Admin screens from Silverlight into the new AutoPlayAuto.com platform.  Remember we will be deactivating this in late 2019/early 2020.  If you have not yet made the switch, do it now!
  36. Fixed pagination issue with Dashboard screens where viewing a record on page 3 then returning to the Dashboard would return you to page 1 of the filtered results
  37. Fixed issue affecting switching between front and back cameras to scan Drivers Licence/Business Cards
  38. Fixed responsive error with Android phones on landscape view
  39. Closed loophole of being able to add images to an Appraisal Form and close without saving any changes, and not see a warning message
  40. Added the ability to set up AutoPlay API records with multiple yards, but still specify a 'Default Yard'.  This allows us to set up integrations/lead captures using a single GUID for multiple yards, but map any lead where the yard is not specified to the selected 'Default Yard'. 
  41. Enabled 'Lead Management' screen to work by multiple Yard, Makes, Sources and Campaigns
  42. Added 'Berth' as a matching option on Wishlists for Caravans/Motorhomes
  43. Added 'BMW Premium Selection' tick box on BMW Listings.  Flag added to reports and API's
  44. Created new Role - 'Group Reporting By Make'.  The role enables Groups to ensure that users in group accounts can have their reporting visibility locked to specified Makes as required.  Click HERE for more info
  45. After building custom Live Leads contact groups the filter options that were used at the time are saved in the Filters section
  46. Added Opt Out and Privacy Policy to the Prospect screen
  47. On Email & SMS List screens you can click through to view the Lead record
  48. Fixed scrolling bug on smartphone when selecting a listing and toggling between yards
  49. Fixed an issue with the yard selection in the Delete Leads role that was preventing certain leads being deleted
  50. Fixed Live Leads video view bugs causing video views to be reported as Total Views instead of what each recipient viewed
  51. Improved Email Spam scoring process to increase likelihood of emails sent through AutoPlayAuto.com successfully being received by customers
  52. Added VIN, Chassis and Rego fields to New Listing screen for Motorhomes/Caravans
  53. Added 'Model Family' to the Make/Model list.  Field made available with Lead Audit and Lead API (by request)
  54. When using the Bulk Update function it now will automatically prompt the user to ask if they wish to update any incomplete events already on the Lead
  55. Added the Customer details accordion to the Appraisal Form screen
  56. Customisations for Toyota NZ & Lexus NZ accounts