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HOW TO: Import Credit Apps

If we host your dealership website and you utilize our secure online credit application then you have the option of importing submitted credit apps into your cloud-based DMS.  Here’s how! 1.  Access your online credit apps Login to your credit app backend by clicking the…

How to E-Mail a Receipt

You can email payment receipts by making then PDFs and emailing the attachment.  Here’s how!   How to email a payment receipt: 1) CHANGE YOUR PRINT SETTINGS From the home screen click the PRINT CENTER under the Getting Started then check the box Always ask…

How to Create a Buyer’s Order for a Bank

If your customer plans to get financing from their own bank or lender it is common practice for the bank to request a buyer’s order or bill of sale.  Printing one is easy with our Prepare a Quote screen. First, From the Getting Started menu…

Does Your Software Run on a Mac?

We get this question quite often and although the answer itself is straightforward there happens to be an important follow up question worth reading below!  But going back to the question of does Dealer Solutions run on a Mac, the answer is no.  As we…

How to Print Mailing Labels

QUESTION: I would like to create a contact list for label printout of all contacts who bought from the dealership.  I found the report to print contacts but can I export them into a spreadsheet to create mailing labels?   ANSWER: We actually have a…