New DragonDMS features including Codeweavers finance integration into the DragonDMS, GDPR changes, new Auto Trader Motorhome feed, template improvements, faster menu searching and much more

Finance Integration

Dragon2000 have partnered with Codeweavers to offer an industry first finance integration into the DragonDMS.

The all new feature will allow you to instantly retrieve finance quotes alongside your stock and manage the resulting proposals from within one place, saving huge amounts of time jumping from system to system and re-keying important data.

Monthly payment budget searches can also be performed across the entirety of your stock to discover which vehicles best match customer’s requirements and affordability. Once the perfect quote has been tailored to suit, you are then able to quickly submit the proposal to the lender from within the DMS.

The integration of Finance Proposals is also a powerful tool. Every single finance application submitted, whether it’s generated from within the DMS or your own website, will be pulled through into the CRM section and linked to the customer’s enquiry record and the vehicle stock record, allowing your sales team to act fast and to track, manage and close the sales opportunity.

GDPR Transaction Cleanse – Permission Driven

You can now cleanse (remove) a particular transaction from a Contact, for example, a service invoice, car sales invoice, etc. The transaction will still exist within your system but the contact will no longer be linked to it. Instead, the transaction will have a contact of “GDPR Cleanse Account”.

To cleanse a transaction from a contact, open the Contact Record and right click the transaction you wish to remove in the ‘Transaction Log’ list – you will then have the option to ‘Remove Transaction’.

GDPR Contact Removal – Permission Driven

You can now delete contacts that have transactions against them (service invoices, car sales invoices, etc.). To do this, simply go into the Contact Record, click Additional Information and then click ‘Delete Contact Record‘.

You will only be able to delete a contact with transactions if all of their transactions are before your ‘Contact Deletion Date’ – This is found in Settings > System > GDPR and dictates how old transactions have to be in order to delete them. 7 years is the default.

Once the contact has been deleted, all previous transactions will show the “GDPR Cleanse Account” as the customer.

Faster Sold and Completed Services searching

We have made some changes to the way searching is performed in the ‘Vehicles Sold’ menu and the ‘Completed Services’ menu to help increase searching speed.

In some circumstances searching could be slow as it was searching every single column in the menu to find a matching value. Instead, we have now added a drop-down box to the left-hand side of the search box which tells the system which column to search – the drop-down box will contain all of the options you can search by including “All”, which will search all of the columns for the value like it used to.

You can set the ‘Default Search Option’ used for each menu from within your Employee Record > Other > Menu

Partially apply templates to Bookings & Services

Up until now, when you applied a template to a Booking or Service record, the entire template was added to the job. Now, you can choose to apply only selected items.

To do this, go into a service and click on Templates and then ‘Add Template’ – from here, if you select the template and click ‘Edit‘ you will see that the template opens with all of the items on that template selected in blue. If you click a line of labour, for example, you will see that it becomes deselected meaning that it will now not be applied to the service – this can be done on each of the tabs within the template.

When you have deselected the lines you do not wish to apply, you can click ‘Apply Template’ in the top right hand corner to partially apply the template.

Auto Trader Motorhome Feed

Motorhome dealers can now feed their Auto Trader account via the DragonDMS.

Just contact our Support Team to get setup.

Auto Trader Leads Integration

You can now receive all of your Auto Trader leads directly into the CRM section of your DragonDMS, making enquiry tracking easy – contact us to get this set up.

General

You can now make your Dashboard open by default when you log in, rather than the main menu

You can now select which artwork shows at the top of the GDPR consent form

Contact Marketing Preferences – If you tick ‘Exclude this contact from all marketing channels’ it will automatically untick all other preferences

Vehicle Sales

‘Target Price’ column has been added to the ‘Vehicles in Stock’ menu

‘Source of Customer’ has been added to the CRM menus

Vehicle Sales record costs will show in Red if there has been no date added (meaning it won’t post to Sage)

From the CRM > Interests page, you can now see the number of ‘Deals Created’

You can now filter the vehicle sales ‘Stock Report’ by ‘Parking Location’

In Advertising > Sites, you can click the ‘+’ button next to the advertiser to see when the feed is automatically processed

Service

‘Hours Charged’ column has been added to the ‘Stages in Progress’ menu

New Service Dashboard stat to show payments taken against non-invoiced jobs

‘Main Technician’ column has been added to the Booking Diary

You can now save ‘Internal Notes‘ against a labour line for future use

‘Courtesy Car’ column has been added to the ‘Service Bookings’ menu

Service record costs will show in Red if there has been no date added (meaning it won’t post to Sage)

All ‘Work in Progress’ reports can now be filtered by ‘Status’

You can now choose which ‘Status’ to display against a service to indicate a) when a technician is currently clocked onto the job; and b) when there are no open clockings on a job. These can be setup in Settings > Service > Clocking

‘Main Technician’ has been added to the Standard Job Card

The Update Estimated Hours from Labour Lines setting will now update the hours used on the Booking Diary.  If the booking is for one day only the hours will be updated automatically, if the booking is for more than one day a popup will appear asking you to allocate the hours to the relevant days on the Booking Diary.

APPraise

‘Chassis Number’ will now be shown on the VHC report

‘Variant’, ‘Transmission’, ‘Body Style’ and ‘Engine Size’ have been added to the Appraisal Report