Question
How do I create a handover for a customer in the Contact Diary?
Answer
When adding contact history to a customer who has an outstanding customer order on saving the contact history the user will be prompted and asked if they wish to create a handover activity.
If the user selects 'Yes', they will be taken to the future contacts screen to create the handover activity. If the user selects 'No', the process will continue as normal but they will be prompted each time contact history is added until a handover takes place or the customer order is processed. When the handover activity is ticked, the user will be asked to confirm the vehicle which is to be handed over to the customer.