The lists the portal uses that used to be typed into its code. Changes take effect the next time a page loads.
Every rule the portal follows, in one place, with where to change it. Live values come straight from the database.
Reads the insurance ID card and binder clients send to info@ or upload on the client portal, checks the VIN, lienholder and effective date, then emails the dealer (or tells the client what to fix).
The portal reads QuickBooks Online directly: project profit (VA Net), rep commission and projects for Sales Revenue. No Chrome, no Mac. Runs every morning at 8:50, or press Sync now.
From developer.intuit.com → your app → Production → Keys & credentials. Paste them here, never in a chat.
A short note that shows once at the top of everyone's Home page (for 14 days, until they press Got it). Use it when the portal changes. Owners post.
The other setup pages.
The Deal Board shows these names in place of a dealer's email or code (e.g. "cfhjiv" → Coleman GMC). Match is on the dealer name or the full email, lower-case.
Only these people can type the Equity to Leasing number on a vehicle and change the Equity Transfers dropdowns.
The Leasing / VMC switch on the Deal Board and Sales Revenue shows the Motor Car numbers only to these people.
These people get "Delivered, not billed in QB" in My work on their Home page.
These people get "Titles not received" (trades and wholesale) in My work on their Home page.