Question
Why is the Handover date not adding on to the Customer despite sending the Contact reason to be Handover?
Answer
This may be caused due to a parameter not being set up.
If you check the CRM - Parameters - Dealer Parameters - Contacts
Then go to Contact Methods on the drop down:
This will then show the Handover Diary as the main part of this screen.
If you ensure that this is ticked, then tick any activities that will allow a handover to be completed and finally click Save.
Going forward this will allow you to add a handover date to a customer by using any of the selected activities in this parameter.