One Click - Customer Record – Require Reason When Setting “Do Not Service”
We’ve added a new setting that allows dealers to decide whether a reason is required when marking a customer as Do Not Service. This helps track changes and ensures accountability when updating customer records.
When a user marks a customer as Do Not Service, a popup will appear asking for a reason. An info icon will also appear next to the Do Not Service field, showing who made the change, when it was made, and the reason.
Steps to Enable the Setting
Go to Settings.
Select Customer Settings – General Settings.
Under Customer Page Display Settings, find Require Reason When Setting Customer to Do Not Service?
Set it to Yes or No.
Click Save.
Screenshots
Notes:
- This feature helps ensure that customer records are updated with proper context, improving visibility and communication across users managing customer data.
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