Backdate Showroom Visit
gathering votes
H
Heather Durkin
Being allowed to adjust the date of the visit. When a customer was not checked in to the dealership and we find out the next day or even 3 days later, I want to be able to put a visit in for the correct day.
K
Kristine Halloran
I wish this was more of a priority. We all know people don't get checked in all the time and we don't find out until after the fact. This rule of not allowing a backdated appt and shows forces me to create shows that weren't in the store that day. Throws everyone's numbers off and doesn't give real chronological and VALID data.
Emma Goodwin
This would be a great feature to have so we can have correct visit counts at the end of the month. We have found visits not in the system at times and it throws off our numbers to know what our close % is so that we can track everyone's progress.
Shawn Goebel
Merged in a post:
Back Date Check In's
L
Louis Zmudzinski
Please make it so that you can back date customer check in's when they were not checked in before. We have multiple customers who show to appointments for appraisals or to look at vehicles and they are not checked in for one reason or another. Please make it so that we can back date them so that appointment show numbers are correct.
J W
How is this not a function already?
K
Kate Shaddrick
Agreed!
T
Tina Norton
We need to have permission based access to both backdate showroom visit AND appointments. This will lead to a cleaner CRM, reporting etc.
M
Madison Callahan
Yes, this is so important! If someone does not catch this and a new month begins, the data is not correct. We should absolutely have the ability to back date store visits, as well as appointments!
J
Jackeline Kennedy
Much needed!
M
Melissa LaBouef
I would like to not just be able to back date a visit, but and appointment as well.
Jonathan Schultz
updated the status to
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