Popular Articles
Using the icon filters (V8)
The icon filters in the appointment list are useful for filtering appointments, increasing the overview and making differentiation easier. You can find the icon filters in the appointment list near the headers, as shown below: Meaning icons Star: ...
The Pin function (V8)
The pin function is an effective way for the receptionist to mark an intervention and track any progress on it. It is used for simple notes or to tag specific items under warranty or recall. By using this function, the warranty dashboard feature is ...
Dealer Documentation (V8)
With the Dealer Documentation dashboard, the team can upload and publish their own documents. Where can you find the Dealer Documentation? The feature can be accessed from the menu > Dealer Documentation. This feature is also accessible in the ...
Convert to intervention (V8)
In V8, interventions are only editable when they are in the interventions tab. Here can you add information, such as a warranty pin or attachments. In addition, only these interventions are visible in customer communications. Note: You can only send ...
Snoozing item (V8)
The snooze function allows you to postpone items that cannot be performed at the moment and reschedule them for a later time with the customer. Accessing the snooze function The receptionist activates the snooze function by clicking the plus icon on ...