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:
Download Conversation with a customer
K
Kristen Long
We need to be able download conversations for a customer. In the State of CA, if a customer asks for all communications between us and them, we have to send them over to them. Also situations where we have to take a car back or fight a customer for down payment in court we tried to collect, we have to provide the communications. Currently, no way to do this besides screen shots which is super time consuming
Shelby Parker
Thank you for posting, Kristen Long! I have a few more questions for you:
- What format would be most useful for downloading the conversations (e.g., PDF, text file)?
- How frequently do you anticipate needing to download these conversations?
- Are there any specific data privacy or security requirements we should consider when implementing this feature?
Michele McCoy
Merged in a post:
Chat and communication Transcripts
E
Emily McKay
A way to print out the conversation you've had with a guest
A
Annie Lam
Yes, would like to print all the logs from notes to customer profile card instead of taking screenshots.
Michele McCoy
Merged in a post:
Customer info
R
Rusty Russell
We want to be able to print customer sheets so we have name/vehicle of interest, and phone number so we can give to managers when we need help with a deal
Michele McCoy
Merged in a post:
Printing Logs from Customer Profile
W
William Newby III
We would like to be able to print the logs from a customer profile instead of taking 1000 screenshots if we ever need to have a printed out copy of conversations and back end actions. We use this for Training purposes and to present possible issue to our support teams. the 1000 screenshots suck to send in an email when we could just get a downloaded version of all the logs on a customer. or led or whatever section.
Shelby Parker
Hiya William Newby III, thanks for this post! I have a few more questions for you:
- What specific information or sections from the customer profile logs are most important for you to include in the printed version?
- How frequently do you anticipate needing to print these logs, and for what specific purposes (e.g., training, support issue presentation)?
- Are there any specific formats or templates you prefer for the printed logs to ensure they meet your needs?
W
William Newby III
Shelby Parker
- All logs from a delivered deal or a customers profile.
- We use this regularly, to inspect training and other instances that may need review with support or deeper management assistance. 3-4 TIMES A WEEK MINIMUM
3.Honestly a printed text format is totally find with a time stamp user and what it was. It does not have to be pretty it just needs to be accurate to what we see on screen. Phone calls and emails that were sent dont need to be shown in detail, they just need to be recorded that an email was sent at that time and maybe the same as the preview being shown. Unless we could include those in another way, which would be way better but understand the ask on that is much higher.
Shelby Parker
Great to hear your perspective, Rusty Russell! I have a few more questions for you:
- What specific information should be included on the customer sheets besides name, vehicle of interest, and phone number?
- How frequently do you anticipate needing to print these customer sheets?
- Is there a preferred format or template you would like for the printed customer sheets?
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.
Load More
→