Form Personalization
Hide fields
Vocative Last Name | CP page |
Vocative First Name | CP page |
Receive new message WhatsApp Notifications | User Profile |
Show System Information | User Profile |
Employee Type | User Profile |
Work Country | User Profile |
Work Zip Code | User Profile |
Work City | User Profile |
Letter Salutation | CP page / Create CP |
Salutation | CP page / Create CP |
Configure fields
| Field Name | Configuration | |
|---|---|---|
| Address | Sector | Expression: Only digits |
Field Short Order and Form Personalization configuration - Pages affected
- In Company BP - Create page
- In Company BP - Edit page
- In Private BP - Create page
- In Private BP - Edit page
- In CP - edit page
Sticky Menu
- MUS Lead - unlinked from Sticky Menu Item
- MUS Opportunity - unlinked Sticky Menu Item
- Purchase Lead - unlinked from Sticky Menu Item
Module
- QuickEditAction – deactivated
- CompanyWideLeads - enable
Entity Dimensions
| IDMS_LeadsInfoView | Branch |
| IDMS_ActiveLeadsView | Branch |
| IDMS_Lead | Branch |
Integration
- Sync Entity Actions
- Mapping of:
- Country
- Web Services Configuration
- ODInquiryServices >> login for user: ODIntercompany@RC.COM
Workflows
| Workflow | Interest Type |
|---|---|
| DAC_MultiUnitSales_v.3.0 | Multi-Unit Sale Lead |
| DAC_RetailSales_UnknownInterest_v.02_LIVE | Unknown Vehicle |
| DAC_RetailSales_UnknownInterest_v.02_LIVE | Model Interest |
| DAC_RetailSales_v.5.0_DACIA | Sifcr Lead |
Inquiry - Custom Fields Mapping
| From code | To code |
|---|---|
| AppointmentDate | U_IDMS_DateProperty1 |
| Origin | U_IDMS_StrProperty4 |
| InterestSubType | U_IDMS_StrProperty3 |
| InterestType | U_IDMS_StrProperty2 |
| AppointmentStartTime | U_IDMS_StrProperty5 |
| AppointmentEndTime | U_IDMS_StrProperty6 |
Removed BCs
- 1550 - Opportunity List – unlinked from all roles except System Administrator
- 9386 - Wholesale Lead - unlinked from all roles except System Administrator / “Needs Authorization” changed to yes.
- 90979000 - Purchase Leads List - unlinked from all groups except System Administrator
- 9381 - BP Groups - unlinked from all roles except System Administrator
- 12101 - WhatsApp From BP/CP Page - unlinked from role Sales Advisor except System Administrator
- 12091 - WhatsApp From Lead/Opp Page - unlinked from role Sales Advisor except System Administrator
- 12027 - Convert to Opportunity - unlinked from role AreaManager, linked to System Administrator
- 12026 - Opportunity Create/Edit - unlinked from role AreaManager and Sales Advisor, linked to System Administrator
- 13001 (switched "Needs Authorization = YES")
- 12108 - removed from all roles
- 12078 - removed from all roles
- 12142 - removed from all roles
- 12328 - removed from all roles
- 1555 - removed from all roles
- 12138 - removed from all roles
- 13010 - “Needs Authorization” changed to yes
- 1555 - “Needs Authorization” changed to yes
Added BC to Roles:
- 13218
- 13216
- 13217
- 13213
Option Fields:
(fix Option Codes)
- Option Field: "IdCardType" (entity - CP )
- Option Field: "AddressCounty" (entity - Address)
Document Statuses
(static) Mappings in ODIS side
| SIFCR Status | NMT Status | DSW enum |
|---|---|---|
| Valida | Invoiced | 122 |
| Anulata | Canceled | 113 |
| Stornata | Refunded | 124 |
| Storno | InvoiceRefund | 125 |
| Acont creat | null | |
| Acont neevaluat | null | |
| Acont platit | null | |
| Acont neplatit | null | |
| Cu factura | null | |
| EURL creat | null | |
| EURL neevaluat | null | |
| EURL neplatit | null | |
| EURL platit | null | |
| ROL neplatit | null | |
| ROL platit | null | |
| ROL creat | null | |
| APDA neplatit | null | |
| APDA platit | null | |
| Anulat | Canceled | 113 |
Users - UAT
Branch/location: Dacia Service Cluj SRL
| DIRVN Feleac | dirvn.feleac@otcgroup.ro |
Password: OTC123!
Branch/location: Darex Auto SRL
| TUDOSA Ovidiu | ovidiu_tudosa@darex.ro |
| NEGURA Iulian | iulian_negura@darex.ro |
| ROBU Mihaela | mihaela_robu@darex.ro |
| CATARGIU Violeta | violeta_catargiu@darex.ro |
| NISTOR Florin | florin_nistor@darex.ro |
| LUCA Viorel | viorel_luca@darex.ro |
Password: DAREX123!
Branch/location: Meridian Nord SRL
| MARIEA Ionut | ionut.mariea@automeridian.ro |
Password: MER123!
Branch/location: AUTO COBALCESCU SRL
| POP Marius | marius.pop@renault.com |
| BALANESCU Adriana | adriana.balanescu@renault.com |
| BLAGOI Florin | florin.blagoi@renault.com |
| RADU Ion | ion.radu@renault.com |
| NEGREA Cristian-Robert | cristian-robert.negrea@renault.com |
| TIDERLE Helmuth | helmuth.tiderle@renault.com |
| NIMU Adrian | adrian.nimu@dacia.com |
| COSTIN Ionut | ionut.costin@dacia.com |
| CORNEA Ani | ani.cornea@renault.com |
| NITU Elena | elena.nitu@renault.com |
| BALA Georgiana | georgiana.bala@renault.com |
| PISTALU Mihai-Daniel | daniel.pistalu@renault.com |
| CIMPOES Florin | florin.cimpoes@dacia.com |
Password: COBAL123!
extra users made in the Pre-UAT phase:
| STEFANESCU Adrian | adrian.stefanescu@renault.com |
| LEABU Adrian | adrian.leabu@renault.com |
| POP Calin | calin.pop@renault.com |
| CONSTANTIN Carmen-Georgeta | carmen-georgeta.constantin@renault.com |
| VALEANU Adriana-Maria | adriana-maria.valeanu@renault.com |
| VILCU Mirela | mirela.vilcu@dacia.com |
| TOMA Sabina-Ruxandra | toma.sabina-ruxandra@renault.com |
| ANTASIUC Iulia | iulia.antasiuc@renault.com |
| ANDREI Cosmin-Constantin | cosmin-constantin.andrei@dacia.com |
| BRAN Mihaela | mihaela.bran@renault.com |
NMT users:
| PUTKO Alexander | alexander.putko@onedealer.com |
| Theo Rees | theo@onedealer.com |
| John Smith | john.smith@onedealer.com |