Activate/Deactivate Client Vehicles
Mark Campbell
Could there be a feature where vehicles can be deactivated in a customer file, and no longer show up in the dropdown? We have a lot of fleet and body shop clients that we will either only see the vehicle once, or they eventually mile out, and remove them from service. I used to use Costar at a previous shop I worked at, and we were able to activate and deactivate vehicles through a specific screen. They would not show up when opening that contact and searching their list of vehicles. Right now our work-around for body shops is using a counter sale, which creates its own various additional tasks. And for fleets, we just have an endless list of vehicles, and it makes it tough determine active vehicle vs. inactive vehicles quickly, especially for the fleets we have been servicing for as long as we've had Protractor.
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Brian Pellerin
This is also good because it keeps the total spending by this customer intact. Currently, if you delete or move the vehicle to a dummy user, then you lose the spending for that vehicle. The Lifetime Spending for the Person is the sum of the spending on all attached vehicles.
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Steve Hart
This would be good to have especially add if they can make a vehicle inactive for the file; still have a section within their account of "inactive vehicles" so you can still look up the history. For now what we do is in the plate number section we put "No longer owns" or " No longer in fleet" etc
Nicole Allan
This would be great