Updating customer details

The Appointment Coordinator can update the following customer information directly in Customer Connect:

  • Phone number (default and cell).
  • Email address.
  • Authorized communication preference.
  • Contact language.
  • Preferred correspondence method.
  • Mailing address.

When enabled, an "Update" icon appears next to customer information in the following places: Task Details page, Search Results and Messenger. The following window appears:

Note that:

  • The First Name, Last Name and Business check-boxes are read-only.
  • Standard editing occurs and errors will be highlighted.
  • A confirmation message appears if the update is successful.
  • Updates are applied to all vehicles owned by the same customer.

Updates are available to other wiADVISOR applications such as Appointment Manager and wiADVISOR Dashboard. It will also update the DMS (if Auto/Mate, PBS, CDK, Reynolds & Reynolds or DealerTrack).

Note: Updates are pushed to the DMS the next time an appointment is scheduled for the customer or when one of their vehicles is written-up.

To enable this feature, refer to Enabling Customer editing.