Customer Info With Vehicles List?

[rhillig]

Is it possible to print a sheet with the customer information (name, address, all phone numbers) and a list of the vehicle they currently have under their name?

As we have had Mitchell for a long time, we have many customers that their information has changed or they have gotten rid of some of the vehicles. I try to catch it, if they mention they got rid of a vehicle. But now we have a service writer & it would be nice to be able to give them a print out of their information & have them correct what is wrong so it is easier to make sure we have the right numbers to call.

[Johnny5]

The closest report today is Customer List by Last Name found under the client tab. I have entered an enhancement item to include data for all phone in that report template. We would then use that report to add a new entry for an "Audit List" of customer and vehicle information. This isn't something that can be done immediately, but I added it to the list.

JD

[Rich]

That would be great! Something we can print when the customer gets here. They can update as they have time and return to us. I'd love it. I try to keep an eye on it, but its tough. I have found lots of customers that have not had one of their cars since we switched to Mitchell years ago.

[rhillig]

The closest report today is Customer List by Last Name found under the client tab. I have entered an enhancement item to include data for all phone in that report template. We would then use that report to add a new entry for an "Audit List" of customer and vehicle information. This isn't something that can be done immediately, but I added it to the list.

JD

Thank you! We have been having a problem lately with people saying - oh you have my phone number...only to find out that it was two phone numbers ago (why do people change their phone number all the time???? ) Delays getting the approval to do work & ties up my hoist.