Printing Customer Card Information
gathering votes
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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.
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.
Michele McCoy
Merged in a post:
Allow for Customers profile, what they're interested in for a vehicle, and their trade-in vehicle, to be printed for sales appts.
S
Sheila Haas
Shelby Parker
Hiya Sheila Haas, thanks for this post! I have a few more questions for you:
- Could you please specify the key information you would like to see in the printed profile of the customer?
- What specific details about the vehicle they're interested in and their trade-in vehicle should be included in the printout?
- How do you envision the layout of the printed information? Are there any specific sections or order of information you prefer?
Drew Adler
Merged in a post:
We need the ability to print customer notes and activity logs-please and thank you
C
Christa De La Torre
K
Kong Nguyen Digitial Sales Manager
The more information we can include on the sheet, the better. It should resemble a profile or police case, providing comprehensive details about the deal. This document should serve as a reference for any department manager to understand the current status of the deal at any given time.
Michele McCoy
Merged in a post:
PLEASE CREATE - a prospect sheet to PRINT
K
Kong Nguyen Digitial Sales Manager
Please create a sheet to print, perhaps under the "Document" tab, that includes the entirety of the customer profile. This should encompass their information, purchase details, as well as any notes and activities. The current cut and paste option is too tedious, and the layout is inconsistent compared to a manual approach versus a form.
Shelby Parker
Thank you for posting, Kong Nguyen Digitial Sales Manager! I have a few more questions for you:
- Could you specify the exact details you would like to see in the customer profile section of the printout?
- What specific information would you like to have included in the 'purchase details' section?
- Are there any specific formats or layouts you have in mind for the printed document?
K
Kong Nguyen Digitial Sales Manager
Shelby Parker The sample I attached was from an old CRM, so it might not be the best layout or format, but I wanted to give you an idea. To answer the questions:
- Basic information like their card, name, email, phone, address, who the rep and manager is, also include activity and conversation.
- Sold' is basic info like deal#, vehicle, stock number, type of visit.
- The layout should have room to fit customer info, activity, conversation, deals, and value
C
Christa De La Torre
If you put a print log button and it just prints the log that would be great.
Shelby Parker
Hiya Christa De La Torre, thanks for this post! I have a few more questions for you:
- Could you please specify the information you would like to see included when printing customer notes and activity logs?
- What is the primary purpose or use case for printing these logs and notes?
- Are there any specific formatting or organization preferences you have for the printed notes and logs?
J
Jim Taylor
Yes defiantly needed in situations that require legal attention. Sometime in a identity fraud case a dealership will need to provide the CRM activity to an insurance company.
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