Role Management - Vehicle Wishlist & Email
The Vehicle Wishlist & Email Role controls the notifications sent to users when a Wishlist matches against an existing Listing or Appraisal.
When the Wishlist Matching routine runs, any users in this role will be emailed if one of their clients' wishlists matches a new listing or appraisal. iPad Notifications are always created regardless of this role. If role exists then ALL users can see wishlist screens. If user exists in role then they will be emailed if they are set up to receive Notifications and Emails in this role.
Managers will also receive notifications if the Role Notification Type is set accordingly and the receiving user has notifications enabled for this role instance.
Notifications can be set to go to User (who owns the lead), All Managers in the role or None. This will control the notifications for all users in the role. You can also turn the Notification for individual users in the role by clicking on the individual user and unticking 'Send Notification'
Wishlists Can Now Match On Pending Listings
As of 20.8.1 it's now possible to configure the Wishlist Matching to match on Pending Listings as well. To configure this you can enable a new role attribute on the 'Wishlist Form & Email' role called 'Match On Pending Listings'.
Role Management - Vehicle Appraisal Manager Approval
The 'Vehicle Appraisal Manager Approval' role activates the Manager Approved Field within Appraisal Screen 1. Vehicle Appraisal Manager Approval Role is yard based 2. Creating a role that is blank makes the Manager Approval field visible but greyed ...
Role Management - Email Campaign
User level role that enables Users to see the Email Campaign menu button under Emails>Email Campaigns and the corresponding screen. If ticked as Manager the user can see all campaigns. If not ticked as Manager the user can only see their own Email ...
Role Management - Loan Vehicle
The Loan Vehicle role activates the ability to load a Loan Vehicle from the Vehicle Registry screen (via the + menu on iPad and the RHS buttons on Desktop). If the User is added to the list they will be able to see their own Loan Car Forms, whilst if ...
Role Management - Manage Email Templates
The Manage Email Templates role gives specific users the ability to manage, edit and create their own email templates by activating the menu item Settings>Email Settings>Email Templates. This role should only be used when there is a user who can work ...
Role Management - Track Email Conversation
The Track Email Conversation role enables AutoPlay to capture any reply from the customer to an AutoPlay Email Response. Note this is tested across most clients (Outlook, Hotmail, Gmail) but cannot guarantee it will work with all email clients. ...