Customer Card Settings
under review
T
Tony Klarakis
Universal settings for the customer card where we can adjust the boxes/sections that show. We do not use every section, and it just clogs up the card with what we do use.
Michele McCoy
marked this post as
under review
Tony Klarakis, thank you for writing in. I understand the ask is for universal Customer Card settings. Can I get more information on this? Just to be clear, you are talking about the Customer Card and not Customer Contact Card? I ask because the Customer Contact Card can be customized. It's user specific but once it's customized those settings apply to each Customer Card that user opens. If it is the Customer Card you want to customize, can you give me examples of areas that aren't used?
Shelby Parker
Great to hear your perspective, Tony Klarakis! I have a few more questions for you:
- Which sections or boxes on the customer card are most important for your dealership's workflow?
- Are there any specific sections you would like to add or remove from the customer card?
- How frequently do you need to adjust the settings for the customer card?