Notes - Customer Flags - "POP-UP" notes
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Stu Boyd
I would like to be able to add notes to a customer and vehicle files that Pops up whenever one of these is accessed. For instance, I just got off the phone with a client who was just here. He said from now on, he only wants us to use GM parts. I want to be able to add that note now, so when he's here three months from now, that note will "POP-UP" when the advisor accesses their info. I know there are note sections for customers and vehicles but those notes get missed all the time.
Danielle Vila
This would be SO so helpful.
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Jeff Nootenboom
useful for "fired" customers also
Scott Wilkie
Something I have been requesting since before requests were a thing! LOL
Shane Cassiani
I completely agree. In the meantime as a work around I put a # after the customer name to tell me that I have a note for that customer that I need to look at. It is not a perfect solution but it works for now. This feature has been requested many many times and they do not seem to want to make it a priortity even though many of us would like this feature. There should be pop up notes for the customer and the vehicle when selected so if you have a note like "dont lock the car" or Dont move the seat" those notes should come up for the vehicle.
Jen
I requested something similar, would definitely help with a lot of different situations!