Reviewing the Customer Communication log
Purpose
This feature is part with the Customer Communication, it allows you to review the details on the agreements that was set by your location that were accepted on communications by your client.
Accessing
Once a communication sent, a note called Customer communication log will be displayed under the Important Items section on the appointment details page.
Reviewing
Simply click on it to open the log. In the modal, each communication can be clicked on in order to see details about it.
On the Communication log, for Online Check-in prices willl be indicated at 0.00 if they were not visible on communication.
Reminder, prices are not visible on communication if
- the setting for your location is set to hide prices on interventions.
- the setting for customer communication is to hide price on interventions for appointment related to a leasing company.
- price is lower than 0.01.
Note: If you click the agreement, it will display the version of the agreement that was accepted.
Related Articles
Setting agreements in the Customer Communication module
Prerequisite You must be a user with the Dealer admin role to change settings. Adding an agreement Step 1 Go in the hamburger menu, under the Customer Comm section and click Agreements. Step 2 Click the plus sign in the red circle button at the ...Using Desk Communication
The Desk communication tool gives customers the opportunity to approve the agreed work. It accomplishes this by giving you the option to share the data about an appointment digitally to a paired tablet that was handed to your customer. Therefore ...Introduction to the Customer Communication module
Purpose In 2019, Claire has begun to develop a module called Customer Communication module to complement the Claire process. It allows clear and transparent communication with your customer. Being a digital way of communication, it creates the ...Using customer communication
This feature allows you to communicate to your customer details about the interventions directly from Claire in the form of an email. Inversely, the customer is able to communicate their decisions back to you, thanks to Claire's customer ...Setting up the customer communication module
Editing default customer communication email template Step 1 In the hamburger menu, under the customer comm section click Templates. Step 2 Select the template you want to modify. Step 3 From this screen you can modify the text. Note that any text ...