Customer communication log (V8)
The Customer communication log is the last field on the Appointment detail page. You will find it in the Activity log.
In this log, you can view all the details of the communication signed and answered by the customer. Such as the online check-in, the diagnose overview and the repairoverview.
Click on any of these communications to gain insight into specific communications, such as when they were sent, when they were answered and which interventions were accepted.
The log contains:
- Appointment information (WO number, registration number, appointment date and time)
- Communication type (Online check-in, diagnosis summary or repair summary)
- Communication events (sent, opened, answered) with date and time
- Accepted scheduled services
- Denied services
- Contact scheduled services
- Accepted agreements
In the customer communication log, prices are
displayed as €0.00 if:
- The setting for your location is configured to hide prices for DMS interventions.
- The setting for customer communication is to hide the price of interventions for an appointment related to a leasing company.
- The price is
lower than €0.01.
Clicking on an agreement will reveal the version the
customer has agreed to.
Related Articles
Reviewing the Customer Communication log
Purpose This feature is part with the Customer Communication, it allows you to review the details on the agreements that was set by your location that were accepted on communications by your client. Accessing Once a communication sent, a note called ...Introduction to the Customer Communication module
Purpose In 2019, Claire has begun to develop a module called Customer Communication module to complement the Claire process. It allows clear and transparent communication with your customer. Being a digital way of communication, it creates the ...Using customer communication
This feature allows you to communicate to your customer details about the interventions directly from Claire in the form of an email. Inversely, the customer is able to communicate their decisions back to you, thanks to Claire's customer ...Customer communication settings (V8)
The Customer communication settings page can be found in the hamburger menu: At the top of the page, you will see several headings. Clicking on one of these headings will automatically scroll you to the desired section. Additionally, the save button ...Setting up the customer communication module
Editing default customer communication email template Step 1 In the hamburger menu, under the customer comm section click Templates. Step 2 Select the template you want to modify. Step 3 From this screen you can modify the text. Note that any text ...