Configuring Call Dispositions

Call disposition codes and their categories can be renamed or hidden from future use to allow the Dealer Administrator to customize the terminology and usage .

To configure the disposition codes and categories for each dealership, use the “Config” option:

Start by selecting the Dispositions option under Settings.

 

  1. Use the Show On Task toggle to show or hide a complete category of disposition codes.

  2. To change the label(s) in English, French and/or Spanish, click on the row and update the text.

Click the line again to close the edit fields.

 

  1. Use the checkmark to show or hide a code.

  2. Check the information message about a code (e.g. ‘This disposition will not close the task’) as this may affect whether your intended renaming of this code is appropriate.

  3. To change the label(s) in English, French and/or Spanish, click on the row and update the text.

Click the line again to close the edit fields:

 

Click at the bottom of the page to save any changes.

Note: If multi-dealer support is enabled at your dealership, the Config page can be used to work with the disposition codes from the currently selected dealer from your multi-dealer group. Refer to Multi-dealer support for more information.

 

Label changes are immediately reflected on all Customer Connect pages and reports.

Note: If a disposition code is hidden, it still appears in reports where it applies to historical data.