Can I transfer DVIs from one customer to another?
At this time, the system does not allow for moving an inspection to another ticket. The technician must re-fill out the DVI on the correct vehicle.
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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 ...
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 ...
MaddenCo Cash/Retail Customer
If using the Cash/Retail Customer to check in or schedule a visit the customer phone number will be merged with any existing customer record used previously that did not also follow the steps below. This can be used to create individual customers in ...
Swim lane not showing up on Dashboard or only one section of workflow showing.
If you ever see this or something similar... It is an easy fix. Please follow these instructions. 1. In your drop down menu located in the top right of the dashboard, simply click "Graphic Display". 2. Now, your full swim lane should be available to ...
Customer Microsite - Communication Settings
Customers using the microsite after being sent a DVI, Work Order, or QC link are always able to customize their communication preferences without a hard opt-out of sending a stop command to the main text number. This option can be found in the top ...