Within the Workshop > Invoicing > Produce Invoice screen or the Parts > Sales > Invoice screen, there is now an Β Β icon displayed once a customer record is present within the customer and vehicle information box.
Once the icon is selected this will present the Data Protection Permissions screen;
Here the users within Parts and Workshop are able to amend permissions for the customers by selecting the Β icon and discussing with the customer questions and contact methods associated. Once all the methods have been confirmed with the customer, the user can select Save and these will update the customerβs permissions. If enabled, this will send the customer an email to view and amend their preferences.
This will also update the customer contact history and will stipulate the area the contact was updated;