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Mobile CRM Pilot Hub

Help us Build Our Next Generation App 

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Latest Updates

Welcome to the pilot of DealerSocket CRM’s new mobile app, Mobile CRM. Please use the resources below to engage with us as you explore your new mobile experience. Our engineering teams are actively developing new features based on your feedback, the latest of which are:

iOS

  • Added the ability to attach files to emails
  • Sent emails are now added into worknotes for future visibility
  • Inventory search filters now include filtering by price
  • Bug Fix: Resolved an issue where task start times were not matching the time the user has selected upon creation
  • Bug Fix: Resolved an issue with odd capitalization occurring in notes fields
  • Bug Fix: Resolved an issue where the save button on the customer page was not disabling after tapping
  • Bug Fix: Resolved an issue with photos on inventory vehicles not displaying
  • Bug Fix: Resolved an error that occurs when the final task in a category is completed

Android

  • Added the ability to attach files to emails
  • Added a selector for switching dealerships to view, as well as a filter to search for specific dealerships
  • Updates were made to the color palette for a better visual experience
  • Corrected an issue with viewing a send email task
  • Updated the More tab to provide terms and conditions information
  • Allowed adding more than one email address
  • Resolved multiple bugs which crashed the app
  • When no notifications are present, the user will see a design indicating that they are up to date
  • Restricted the selection of a sales opportunity status to a single status, as the web CRM does
  • Cleared up some verbiage on Do Not Call customers to match the messaging on web CRM
  • Added the ability to attach files and photos to emails

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Get Support

(877) 751-0403

CRMSupport@dealersocket.com 

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