Updating customer details

The BDC Agent 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 NCAR Service applications such as Appointment Manager and Advisor Check-In. 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.