Printing Customer Card Information
gathering votes
G
Guillermo Fernandez
Would like to have the option of printing all the customer information along with the information of the vehicle they are interested in.
Michele McCoy
Merged in a post:
Need ability to print and/or download activity/conversation history with customer.
K
KURT BIEREK
Activity/Conversation sections within each customer profile.
Michele McCoy
KURT BIEREK Thank you for writing in. I'm going to combine this with another similar request to print customer card information.
Shelby Parker
Great to hear your perspective, KURT BIEREK! I have a few more questions for you:
- What specific format(s) would you prefer for downloading the activity/conversation history (e.g., PDF, CSV)?
- How frequently do you anticipate needing to print or download this information?
- Are there any specific data fields or details that are most important to include in the activity/conversation history?
K
KURT BIEREK
Shelby Parker | 1.) PDF; 2.) Maybe once or twice per week; 3.) Ideally it would look like a giant screenshot that captures the entire activity/communication history. Like when you print or save an email conversation.
Michele McCoy
Merged in a post:
Print Address Labels
D
David Wills
Being able to print out address labels for snail mail for all customers
Michele McCoy
David Wills I'm going to combine this feature request with another one that also includes printing customer card information for various uses, including for mailing addresses.
D
David Wills
Michele McCoy thank you
D
David Wills
We usually do postcards every 90 days. If you look up Avery 5160 brand labels
Shelby Parker
Hello David Wills! I have a few more questions for you:
- What format or size do you prefer for the address labels?
- How often do you anticipate needing to print these address labels?
- Would you like the option to customize the information included on the labels?
Michele McCoy
Merged in a post:
customer address
C
CHRISTOPHER POPE
I would like to be able to send my customers birthday cards or christmas cards and it would be easier if there was a way to print customer information card or print all customer addresses options instead of having to manually write them all down in a spread sheet etc.
Shelby Parker
Hey CHRISTOPHER POPE, thanks for your feedback! I have a few more questions for you:
- What specific information would you like included on the printed customer information card?
- How frequently do you anticipate needing to print customer addresses or information cards?
- Would you prefer the option to print individual customer addresses or batch print for multiple customers at once?
C
CHRISTOPHER POPE
Shelby Parker I would like address and phone number (maybe Purchased vehicle). I think it would be nice to have option to print single or batch print customer cards. Would like batch option so i can print information for all current month birthdays, anniversarys, and option for print all for christmas or thanksgiving. Maybe have a check box to either select the ones you want printed or select all option etc.
Drew Adler
Merged in a post:
Printing Customer Card & Customer Card Activity
Tiffany Schultz
Would love to be able to print out all the emails and communication that has taken place on the customer card.
Load More
→