Release Notes

For this release, we have the following enhancement:

• CDK Customer Credit Check Enhancements

We previously announced these enhancements which have been completed, though not yet deployed.  We will post another update once these are available.

• Case Creation Warning Modal Enhancements for Pending Service Requests/Open Cases
• Mobile Check-in Enhancements for APU Asset Types
• Related RO Numbers

Enhancements

CDK Customer Credit Check 

In locations where CDK's Credit Check is enabled, if the Customer Number field is blank, no Credit Check Request will be sent. An alert icon will appear when the Customer Number field is blank, along with a hover tool-tip reminder about the importance of the Customer Number.

Coming Soon

Case Creation Warning Modal Enhancements for Pending Service Requests/Open Cases

The Pending Service Request/Open Case warning modal has been improved with a new look and hyperlinks that directly lead to pending and open cases when selected. The updates warning modal is available to users on the Edit Asset screen, Asset List screen, and the Search screen in the Asset Search Results and is presented when any of the following conditions are present.

• The asset has one or more Pending Service Requests at the current dealer; the modal includes an active link(s) to those SR(s)
• The asset has one or more Open Cases at the current dealer; modal includes an active link(s) to those case(s)
• The asset has one or more Open Cases at other dealers in the same Dealer Group; modal includes an active link(s) to those case(s)
• The asset has one or more Open Cases at other dealers outside of the dealer’s group; case numbers are not shown as active links
• Any combination of the above

Mobile Check-in Enhancements for APU Asset Types

Users can now enter and save both Standby By and Engine Hours when checking in and creating cases for APUs on the mobile site. For other types of assets, like trucks and trailers, users will continue entering standard mileage and engine hour odometer readings.

Related RO Numbers

Some DMS providers can provide related repair order (RO) numbers for customer/asset. In DMS integrations where this data is available, providers can enable Case to display related RO numbers on the All Cases screen by adding a new column. This can be done by selecting the gear icon and editing the list of columns for the screen. Additionally, the related RO numbers can be shown in the Additional Info section of the Case itself.