After successfully adding or searching and selecting a customer, their CRM record will display:
The Details Tab
The details screen displays an overview of the customer information, their contact preferences, and their address.
To edit the customer details and their contact preferences select the pen icon:
Selecting the ellipses button in the top right will display the currently greyed-out 'Name' section to make amendments.
Once done click Save and this will take you back to the previous Edit Customer screen.
Here users are able to amend any details necessary and by scrolling down you will be able to update the customer’s contact preferences:
Select Save to keep any changes.
Contacts Tab
This tab will have two subsections that will show both your Recent Contacts and Future Contacts. By default, it will take you to the Recent Contacts section.
Selecting the icon allows users to record new contact history:
All fields with a red asterisk indicate this is a mandatory field and must be filled out in order to continue.
Once the details have been entered this will update the recent contacts page:
The video recorder icon will open the video editor screen:
Here you are able to select the icon which will open the file explorer if on a laptop or the images and video gallery on a tablet. This allows users to then select already recorded videos.
Once a video has been selected it will load into the Host+ App:
The details of the video’s size and length will display at the bottom. The maximum recommended video file size is 200MB. You can then select the icon to delete the video. More videos can be added by selecting either the gallery or camera icon to record a new video, these will then be stitched onto the video that is shown before the new video on the screen.
The icon will allow a user to record a new video of a vehicle using the tablet’s camera, which will then automatically load into the app once recorded.
Select save and users now have the option to retake the video or cancel out completely.
To proceed with saving the video a Contact Method will need to be selected with the options being Email, SMS, or Both.
This will then use the email/mobile number against the record to send the customer the video as a link for them to view. The description will also need to be entered which will be a description of the video sent to the customer.
When selecting the contact method, an email/mobile number will need to be selected.
The user can then save the video and this will then return the user to the Recent Contacts tab on the customer record where they are able to view the contact history and view the video again by selecting the video recorder icon. This can also be viewed on the Customer’s record within Pinewood DMS.
Now click into the Future Contacts section:
By selecting the icon users can schedule a future contact for this customer:
Once saved this is then displayed on the future contacts tab and on the customer record in Pinewood DMS:
Desired Vehicle Tab
The Desired Vehicle tab shows any desired vehicles that have been added to the customer.
Users are able to edit details by selecting the icon which will display the below:
Once the details have been amended click the Save button for this to be updated.
Clicking the button will pull up the Stock Search screen which will allow you to use the available filters to search your local stock to update the customer's desired vehicle.
Current Vehicles
The current vehicles tab will display the customer’s associated vehicles, displaying up to 20 of their most recent vehicles.
You will need to select a vehicle and the details of the vehicle are displayed, selecting the Service History tab will show any Service History added against the vehicle however users will not be able to update service history from the Host+ App.
Selecting the icon will allow users to edit the selected vehicle’s details:
Select Save to keep any changes.
Select the button to add a new current vehicle to the customer within the App:
Any fields with a red asterisk are mandatory to complete, and once happy with the information here you will need to select Save.
Documents Tab
The document tab will display any documents added to the Customer record.
Users are able to add documents to this screen by selecting the or
icon. The types of documents that can be uploaded are: .doc, .pdf, .docx, .bmp, .gif, .jpeg, .jpg, .png, .tiff, .msg and .htm.
Selecting the icon will display a pdf copy of the document.