Configuring Customer Connect

The following configuration options can be set by the BDC Manager for Customer Connect.

 

To assign a user to the BDC Group, the BDC Manager must:

  • Go to Admin Settings > Admin > Manage Users and select a user record.

  • Select either BDC Agent or BDC Manager then click "Save" to assign the user to the BDC Group. The change is effective immediately. Note that a BDC role is only available if the User Type is 'Service Advisor' or 'Dealer Admin'.

Note: If a user was previously assigned to a campaign task, but is now not flagged as in the BDC Group, their name and/or data will still appear in the associated reports (Refer to Reports). However, they cannot be assigned to other tasks.

Note: If a BDC Agent is marked inactive on this page, their tasks are automatically reassigned overnight to 'N/A'.

 

To enable customer editing for the dealership go to :

Configuration > Customer Connect

 

Scroll to Allow updates to customer information and enable the option: