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Workspace DealerMine
Categories Customer Profile
Created by Guest
Created on Nov 11, 2020

Pop Open Urgent Customer Notes

I need the ability to place an important flag on a difficult customer file so the BDC Reps are aware how to deal with them, in case they call back in. I know you can currently place a customer note and flag it as urgent, which will place a red "!" beside the Notes Tab. However, I would like to see if you could perhaps pop-up the customer note, when marked urgent, when entering the customer's profile.

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Pop Up for Urgent Notes

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We have added a critical memo in PBS for a client which translated to DealerMine as an urgent note. While that is great, we are looking for a more attention-grabbing message. For example, in PBS when we pull up a customer’s profile and there is a ...
Guest 3 months ago in DealerMine / Customer Profile 0