Contact Selections

The Contact Selections screen allows you to customize exactly when you want your calls to be prompted on the call select screen.

No Shows

The No Show section allows you to customize:

  • When this contact populates on the call select screen

  • When the Now Show appointment should be deleted

  • The length of how long the contact can be recycled for

Confirm Appts Level 1

The Confirm Appts Level 1 section allows you to customize:

  • what parameters to use to prompt confirm level 1 calls based on original book date and appointment date

Confirm Appts Level 2

The Confirm Appts Level 1 section allows you to customize:

  • what parameters to use to prompt confirm level 1 calls based on original book date and appointment date

  • Whether or not you use confirm appointments level 2

Service Followup (CSI)

The Service Followup section allows you to customize:

  • How many days after the Work Order is closed to start contacting

  • When to remove the contact from the call select screen

  • Limit the recycle codes used for this contact type by how long this contact can be recycled for

  • Which transaction type to include in the CSI contact type Customer Pay, Warranty Pay, and/or Internal Pay

Scheduled Maintenance

The Scheduled Maintenance sections allows you to customize:

  • The recycle codes used in the contact type by limiting the amount of days the customer can be recycled for

  • Ignore Appointments that were booked more than a certain amount of days ago ( DealerMine will not populate a customer for the maintenance contact type that has an appointment. This setting will ignore that rule if the appointment was booked more than the specified amount of days.)

Vehicle Sales Followup

The Vehicle Sales Followup sections allows you to customize:

  • The recycle codes used in the contact type by limiting the amount of days the customer can be recycled for

Special Orders

The Special Orders section allows the user to customize:

  • When to start calling customers after the part has arrived.

  • The length of time a SPORD contact can be recycled for

  • How long the SPORD will stay on the contact screen for

  • Display Front Counter and/or Back Order parts on the call select screen.

The WIPS section allows the user to customize:

  • When to stop displaying WIPS

*WIPS stands for Work In Progress