Update Role
DATA MANAGEMENT
Feature | Capabilities |
---|---|
Dashboard |
>
View Page
|
Import |
> New Template Import
> Old Template (DMS)
> FNI Excel
> FNI Excel (PDC)
> Bank Excel
|
Customer |
>
View Page
>
Create
>
Edit
>
Force Create/Edit Duplicate mobile & email
>
Delete
|
Vehicle |
>
View Page
>
Create
>
Edit
>
Delete
|
Service |
>
View Page
>
Create
>
Edit
|
Sales |
>
View Page
|
Finance |
> FNI Dashboard
> FNI List
>
Create
>
Edit
>
Delete
> FNI PDC List
>Create
>Edit
>Delete
|
Bank Database |
>
Bank List
>
Create
>
Edit
|
Car Club Database |
> Car Club List
> Car Club (Customer Affiliation)
|
LTMS |
> View
|
DATABASE COMPLIANCE
Feature | Capabilities |
---|---|
Executive Report |
> View Page
|
SC Compliance |
> View Page
> Can Hold Commission
> Can For Release Commission
> Can Released Commission
|
Compliance Status |
> View Page
|
LTO
Feature | Capabilities |
---|---|
LTO ORCR/Plate |
>
View Page
|
INDUSTRY
Feature | Capabilities |
---|---|
Home |
>
View Page
|
EMPLOYEES
Feature | Capabilities |
---|---|
Employees |
>
View Page
|
SMS SERVICE
Feature | Capabilities |
---|---|
Automated Services |
> View Page
>
Mobile view unmasking
|
Text Blast |
> View Page
|
For Approval (SMS Service) |
> View Page
|
REPORTS
Feature | Capabilities |
---|---|
Data Reports |
> Create New Report
> Reports for Approval
> Report List
|
Future Vehicle |
> View Page
> Generate Report
> Show/Hide Contact Info
> Groups Filter
> View Others Tagging
|
SMS Reports |
> Birthday Greetings
> Generate Reports
> Mobile Unmasking
> Insurance Expiration
> Generate Reports
> Mobile Unmasking
> PDC Expiration
> Generate Reports
> Mobile Unmasking
> Thank You Message
> Generate Reports
> Mobile Unmasking
> Text Blast
|
Released Car Clubs |
> View Page
|
Subscription |
> View Page
> Generate Reports
> Mobile Unmasking
|
FNI Report |
> View Page
> Generate Reports
> Mobile Unmasking
|
Bank Report |
> View Page
|
Nature of Business |
> Top Nature Business
> Show Mobile
> Show Email
> Summary Report
|
CONFIGURATIONS
Feature | Capabilities |
---|---|
Website |
> View Page
|
Roles |
> View Page
|
> View Page
|
|
Report Approver |
> View Page
|
DMS Settings |
> View Page
|
Company & Dealer |
> View Page
|
Department / Position |
> View Page
|
Brand & Model |
> View Page
|
Affiliation Category |
> View Page
|
Nature of Business |
> View Page
|
Sales Group |
> View Page
|
SMS Settings |
> SMS Setup
> SMS Approver
> Automated Service
|
DMS Settings |
> DMS Fields
> DMS Fields (New)
|
System Settings |
> View Page
|
FNI Settings |
> View Page
|
Bank Settings |
> View Page
|
CUSTOMER UPDATE
Feature | Capabilities |
---|---|
Inactive Customer |
> View Page
|
Dealer Assignment |
> View Page
|
User Assignment |
> View Page
|
Assinged user |
> View Page
|
Customer List |
> View Page
|
Customer update list |
> View Page
|
Dealer User Management |
> View Page
|
Customer update user manual |
> View
|
LTMS
Feature | Capabilities |
---|---|
Ltms |
>
View Page
>
Generate Report
|