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Workspace DealerMine
Categories Customer Profile
Created by Guest
Created on Mar 14, 2025
Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit DM-I-121 Pop Open Urgent Customer Notes.

Pop Up for Urgent Notes Merged

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 critical memo attached, that memo pops up on our screen before we even enter the profile.

This is important so we don’t look over the notes and it becomes a clear message for whoever is accessing the account. It's vital for us to convey this message to whoever accesses this customers profile on Dealermine.