System Admin FAQ's

Question 1

True or False: To set up a new employee to use the CRM application, they only need to be set up in the DMS. No additional security needs to be defined on the CRM Admin webpage.

Answer 1

FALSE

Question 2

What is Filezilla used for? CHECK ALL THAT APPLY

Answer 2

1) Transferring files from the Dealertrack DMS to the user’s PC
2) Transferring files from the Dealertrack DMS to a specified manufacturer or 3rd Party vendor

Question 3

If a user needs his or her password reset, what should the System Administrator do?

Answer 3

Select User Security from the System Environment application menu, and take option Reset Password on the User ID

Question 4

If an employee is terminated, how should their account be inactivated? CHECK ALL THAT APPLY

Answer 4

1) Mark the employee as terminated on their Payroll Employee Record if using Payroll
2) Delete their User Security Profile in System Environment
3) Remove any special pricing levels on the Charge Customer Record
4) Mark any departmental IDs as Inactive (Counterpersons, Service Writers, Technicians, or Salespersons)
5) If using CRM and the employee was a salesperson, reassign their customers

Question 5

When hiring a new employee, what setups need to be performed? CHECK ALL THAT APPLY

Answer 5

1) Set up a Charge Customer Record for the employee
2) Create an Employee Record in the Payroll application (when the dealership uses the Payroll application)
3) Create departmental IDs as needed (Counterperson, Salesperson, Technician, or Service Writer records)
4) Define the User Security Profile in System Environment

Question 6

How can a dealership learn about the features and enhancements on a new software release? CHECK ALL THAT APPLY

Answer 6

1) Read the Release Notes on the Wiki
2) Attend a free, live Release webinar
3) Read emails sent by the Marketing Department listing Release Information (a valid email address must be stored in the User Security Profile

Question 7

Which of the following statements is TRUE in regards to Factory Communications?

Answer 7

a. A guide is available for most integration points with the factory
b. The integration guides are found on the DMS Wiki.
c. Factory Communications may also be called DCS or OEM Integrations.
d. Factory Communications refers to integrations between the DealertrackDMS and the franchise manufacturers.
e. ALL OF THE ABOVE

Question 8

True or False: A printer session will need to be set up for all F&I Printers, regardless of which software interface you are using (Green Screen or GUI).

Answer 8

TRUE

Question 9

True or False: If a dealership believes their VPN is down, they should first perform the System Connectivity Troubleshooting steps (as listed on the Wiki) before contacting the Dealertrack DMS.

Answer 9

TRUE

Question 10

True or False: The Web Client Access (GUI) software can be downloaded from the Dealertrack FTP site.

Answer 10

TRUE

Question 11

How can a dealership review which version of the DMS Software they are running (ie: Release Code)?

Answer 11

Select System Tools from any application menu. The software version will display on the top right corner of the screen.

Question 12

Which of the following could be reasons a printer “lost” its Laser Forms? CHECK ALL THAT APPLY.

Answer 12

Printer lost power

Question 13

When installing a new network Laser Printer, what piece of information MUST be entered correctly on the Printer Definitions screen?

Answer 13

IP Address