Release Notes
Admin
- MotilityAnywhere DMS Requirements and Best Practices
- Add a New Employee
- Alerts
- Browser Setup & Troubleshooting
- Customize Lists
- Customizing Tab Locations
CRM
- Add a New Customer
- Add a New Entity
- Add Floorplan Company
- Consolidate Entities
- Contact Lists - Category Contacts
- Contact Lists - Hot Contacts
Deal Desking
- Add Accessories to Quote or Deal
- Add Deal Deposit
- Add Finance Reserve Calculation
- Add Finance Source
- Add Insurance Sources
- Add Parts to Deals
Messaging
Unit Inventory
- Add A New Unit and Purchase Transaction
- Add New Consignment Unit
- Add New Rental Unit
- Add Unit Accessories
- Add Unit Documents
- Add Unit Images
Reporting
- Add Logo to Report
- Barcode Labels
- Create a Custom Report (Custom Report Builder)
- Customize a Report
- Edit a Custom Report
- Open a Saved Custom Report
Parts & Services
- Add New Part
- Add Parts to Repair Orders
- Add Supplier
- Add Unit to the Entity on an Invoice
- Advisor Calendar
- Assign Jobs to Mechanics
Accounting
See all 33 articlesRental / Storage
Dashboard
- Dashboards
- KPI CRM - Activity
- KPI CRM - Advertising Leads
- KPI CRM - Closing Ratio
- KPI CRM - Contact Status
- KPI CRM - Employee Activity
Company Settings
- Company Settings - Accounting
- Company Settings - Counters
- Company Settings - CRM
- Company Settings - Deal Desking
- Company Settings - Electronic Communications
- Company Settings - General
App Settings
- Accounting - Cash Flow
- Accounting - GL Account Types
- Accounting - GL Corresponding Accounts
- Accounting - GL Departments
- Accounting - GL Profit Centers
- Accounting - Journal Names
User Settings
- Accounting - Quick Links
- CRM - Categories
- CRM - Email General Setup
- CRM - Email One Click Settings
- CRM - Email Signature Settings
- CRM - Email Template Settings