CRM by DealerSocket

Added a lead details section on the Sales Opportunity page for web lead opportunities

Resolved an issue on the Inventory vehicle screen to display an error message if the vehicle no longer exists

Resolved an issue in tasks to fix the time so it shows the correct task time
Resolved an issue on the appointment task page to ensure the phone call button actually initiates the phone call

Resolved an issue on the Reporting screen to fix the counts for the Next 72 hours section
Resolved an issue to automatically check the send calendar invite and send text confirmation when scheduling an appointment
Resolved a crash issue that occurred when switching sites immediately after doing a customer search
Resolved an issue to respect the email invite permission
Resolved an issue to fix the display names that were getting truncated at the top of the screen
Resolved an issue to fix the visibility of the text and email icons on some task pages
Resolved an issue to add placeholder images in SocketTalk while images are loaded in the background

* Resolved an issue with click to call where it was not allowing the user to call a user that had been previously called
* Resolved an issue on the Log Phone Call page where the cancel button was not working when selecting an assigned to user

* Resolved an issue with printing blank forms
* Resolved an issue where the users first and last name wasn't displayed correctly
* Resolved an issue with the email editor where the covideo view on iPads was not displayed correctly

* Resolved an issue with car wars click to call for recent calls.

* Resolved an issue where users were not able to select a Not In Stock vehicle after a Quick Up
* Resolved a crash issue on the Inventory vehicle details page
* Updated the appointment task page to include the option to send a text confirmation to the customer
* Updated the app to support iOS 17

* Resolved a permissions issue on the reporting screen that was allowing users to update the primary assigned, tracking code and sales source even when the permissions were disabled
* Resolved an issue where a log store visit was getting triggered from the work notes view
* Updated the Inventory vehicle view to add missing vehicle information

* Resolved an issue where users were not able to click on links inside emails that were sent using email templates
* Updated customer, inventory and dynamic duplicate contact search endpoints

* Resolved an issue where the users were unable to print PDF forms
* Resolved an issue where the app was occasionally crashing when doing a Click to Call with Car Wars

* Resolved an issue where the customer image was not appearing in customer search results
* Improved the accuracy of VIN scanning in the app

* Users should now be able to forward an email with attachments
* Resolved an issue where the wrong phone number labels were displayed for company customers
* Resolved an issue for AU/NZ dealerships to display the correct labels (Walk Ins, Lead type, Source)

* Resolved an issue with the work notes display page to properly sort them by date
* Resolved an issue for AU/NZ dealerships to display the correct labels in reporting for prospects

* Resolved an issue to respect the Push to DMS permission and hide the option if the permission is disabled
* Resolved an issue on the web lead task page where a completed email task was getting created even when cancelling out of the email

* Resolved an issue where the Not In Stock vehicle page was not displayed when clicking on a vehicle on the Tasks pages
* Resolved an issue where a work note was not displayed when it was added from a completed store visit

* Users should see a customer card on the Quick Up screen if they select a duplicate customer
* Users should see improved loading performance on the reporting drill down pages

* Resolved an issue with Trades where certain make/model/trims were not showing up in the list
* Resolved an issue where the wrong city was selected after entering certain zip codes
* Resolved an issue to format the phone numbers in the app based on the dealership address

* Resolved an issue with image attachments where rotating into landscape was not working properly
* Resolved an issue with the county field when switching countries in Add Customer and Quick Up
* Resolved an issue to show the phone number for company contacts when doing a customer search

* Added formatting for New Zealand phone numbers.
* Resolved issue where CASL rules are not being applied to tasks.
* Resolved large blank space issues with the reporting view.

* Users will now be able to select New Zealand as a country when adding/editing a new customer
* Users will now be able to select New Zealand a country when creating a Quick Up
* Resolved an issue where users were able to contact customers via SocketTalk/Email even when the customers were CASL-Protected

* Users should now see the dealership name for notifications from other sites
* Users should now be able to edit a store visit on the View Tasks screen inside a sales opportunity
* Resolved an issue with the In Market sheet to disable the swipe down since it was causing some issues retaining the In Market setting

* Resolved an authentication issue where users were asked to re-enter their passwords when opening forms
* Resolved a display refresh issue with Inventory filters
* Resolved a UI display issue on the Appointment Task screen

* Resolved an issue where the VOI is not displayed correctly after adding it to a Quick Up
* Resolved an issue where the store visit or phone call dialog keeps popping up after saving a Quick Up
* Resolved a display issue with the customer image on iOS 16

Resolved an issue where the app was unable to save a customer after scanning a drivers license
Resolved an issue where the sales opportunity status was not updating when logging a store visit
Updated the text on the task history item display

* Users will now be able to manually enter a trade on the Sales Opportunity page
* Resolved a DL scan issue with the iPhone 14 Pro
* Resolved an issue where the user could not create a sales opportunity from Quick Up after selecting an existing customer