steven kiser wrote:
i always go over my information when i open an order. phone numbers and e/mail information change and i've found that on occasion i've made mistakes inputting information.
i look for the registration or other informational documents in the car.
Same here but it seems like the customers with the most screwed up records end up either being waited on by TGBM that screwed them up, or they are in a big rush and don't want to take a couple of minutes to get things straightened out.
Had another one today. TGBM couldn't find the record and was whining and wanting to know what I did with it. I sat down, ran the company name, ran it backwards, misspelled it a couple of different ways, etc. Tried running it under customer name and still came up empty. All the while he is whining, (in front of the customer no less), about how he knows he put it in and has seen it in the past and how this customer has lots of vehicles... Tried looking it up under the customer's name and two of his brothers. No luck.
Finally I selected search under customer name, took the 'last name' of the company, yep, that it was. XYZ Roofing was listed as last name Roofing. Go figure. Then I sat and went over the vehicles listed and eliminated over half of them, and sorted out the ones that were duplicated, (those I go to the vehicle tab and after the type I add "- Old Record" to the one with the oldest history dates), and the whole time the customer was in a hurry even though he had earlier complained when TGBM was unable to locate his information.
I saw a new post earlier today requesting elimination of the "Customer" - "Company" selection when searching to open a new ticket. I wholeheartdly agree. It shouldn't cause much confusion having them all come up together as you type in the first few letters. Might not be a bad idea to see if it is practical to have it either way.