Related Articles
Merging Customer Records
Getting Started Select Search at the top of the dashboard. Once on the Search page, select Click here to transfer/merge vehicles and customer in the top right corner highlighted in blue. Next select Merge two customer profiles from the dropdown menu ...
Transferring a Vehicle From One Customer to Another
Getting Started Select Search at the top of the dashboard. Once on the Search page, select Click here to transfer/merge vehicles and customer in the top right corner highlighted in blue. Select Transfer a vehicle from one customer to another customer ...
A walkthrough of Groups/Grouping
We have the ability to merge Customer numbers and assign multiple numbers to a specific profile. Additionally, now you can assign multiple vehicles to one number. This can be helpful in situations where a family with multiple vehicles and/or multiple ...
Customer Microsite - Vehicle Visit History
If the Show Customer History option is enabled in the DVI Setup using an admin profile for SMS History capable integrations (Tekmetric, Protractor, Omnique, Tireshop, etc): The option to access the Service History for the current visit will be ...
How To Require Vehicle Information in DVI
If you are wanting general information for the vehicle to be required when completing the DVI, please follow the steps below. 1. Make sure you are signed in as the admin for your Autoflow instance. 2. Go to the "DVI Setup" page from the admin ...