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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 ...
Two Active RO for Same Customer and Vehicle - Tekmetric
Tekmetric integration does now have the ability to have two ACTIVE visits for the same customer and vehicle combination. This does still have limitations where appointments are concerned however. When creating a visit from an appointment, you will ...
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 ...