Customer messaging

Select to send a text or email to any customer known to the dealership.

1. Select the customer name from the list on the right. Use the search field if needed. The customer information from the customer database appears in the page header.

Note: The "Attach" icon is for future functionality.

2. Click on the avatar beside the name to see phone and email contact information from the customer database as shown next. Update the information if necessary for the current service visit and click "Save" (Note that changes will not be saved in the customer database or DMS at this time).
   • A cell number, including country code, MUST be specified for SMS messaging:
   • An email address MUST be specified for email messaging.

Note: Remember to always include the country code when updating or entering the cell number.

Note: The contact icons are for future functionality.

3. Click on the vehicle in the header to go to the Service Visit page for the vehicle:

4. This icon in the customer header indicates they own the specified number of vehicles. Click the icon to see the list. The vehicle status also appears for any vehicle currently at the dealership:

Note: Vehicles owned by the customer, but are not currently at the dealership, still appear in the list.

5. Select SMS or email from the options and enter the message.

Note: An SMS message can be a maximum of 160 characters.

6. Click to send your message. The message appears in the customer chat area (in blue) along with the message status such as 'Created' or 'Delivered':

If the customer responds:

• The Customer Messaging button turns orange (if the page is not already open).
• appears beside the customer name in the header and in the customer list if the last message was sent by the customer.
• The message appears in the customer chat area (in gray).

Note: Contact Client Support to setup customer messaging.