You can now search and retrieve customer and vehicle information from previous workfiles. This feature helps you to quickly and easily access information from previous repairs and estimates.
To add a previous customer to a new workfile in cccone.com:
- From the workfile screen, select New workfile or New opportunity.
- In the Contacts tab, click on the Search button near the vehicle owner name fields.
- Search for the customer by name or phone number.
- Select a customer from the results displayed and click OK.
- Select an associated vehicle or click the action to create a new one.
- Once completed, customer and vehicle information is automatically populated on the workfile.
Note: This action is only available on workfiles without a locked estimate.