Enhancements to AutoRaptor

Enhancements based on user feedback, deliver what users need.  Keep it simple.

*Up Sheet List - Search - Added date range criteria (created, sold, delivered)
*Up Sheet - Add Contact - Dupe Check on entered Email Address
*Up Sheet - Add Contact - Dupe Check on entered Phone Number.
*Up Sheet - E-Lead - As an Admin, I’d like to choose who would allow their sales persons to “Take” a given incoming E-Lead/unassigned Up
*Contact - Add - Provide an ‘Add Contact’ option within the Contacts tab/section. (Until now one could only add a Contact when creating or editing an Up Sheet.)
*Ability to print letters for each contact, first phase of this feature. (remember to use the browser back arrow to get back to the application.)
*Results At Last will import a Dealers customer list into their AutoRaptor database. Limited feature in first phase, please call for more information.

* Unlimited number of phone numbers per contact
* Ability to search by phone
* Ability to search by e-mail
* Improved printing of the dashboard for daily work plans
* Allow sales persons to add freestanding tasks that are not associated with a contact.
* Display the company name on the up sheet view screen
* Include cell after home as a default blank phone number when adding a new contact
* Make work the new default for added phone numbers as home and cell are shown by default (adding a 3rd number will default to work since that’s the 3rd most common)
* Second phase of the duplicate checking feature. Ability for contacts to determine how similar they are to one another and hence the improved duplicated checking that finds similar names not just exact matches
*  Ability for the administrator to search and export to an Excel CSV file for marketing purposes. Email blast, letters etc.
* Ability to create up source categories.
* New report features defaults to six months plus displays percentage, numbers and   or both.
* Ability to edit tasks and reschedule tasks
* International address support, phone support next enhancements
* Ability to edit inventory vehicles.
* Ability to add (and instantly map) new inventory vehicles
* Ability to hide invoice and balance prices from sales persons with permission to see them and have a quick link to show them (so customers can’t see them)
* Ability to establish action plans for after a sale
* Reports are printer friendly now