Tips & ideas for using the SE mgmt software

Changing Ownership

Changing Ownership

Postby veldman » Sat Apr 01, 2017 4:47 am

Is there a way to change or add the location of the change ownership tab. When you are adding a new vehicle to a customer and enter in the vin, if it was someone else's vehicle it will bring up a small screen that says it belongs to this other person. Is there a way at that point to say change ownership if you want. Otherwise you have to back out, search it and it could be from 7 years ago and have to search through and find it. It would make that process simpler.
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Re: Changing Ownership

Postby timbre4 » Sat Apr 01, 2017 11:24 am

We agree the Change Ownership could be improved and you will see an easy to find toolbar button and a more streamlined process in the Manager SE 7.2 release. :wink:

EDIT: That would be a workflow improvement; would require some additional development work.
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Re: Changing Ownership

Postby sbcauto » Mon Apr 03, 2017 6:19 am

Go To Utilities, Go To Vehicle Screen; Put In Vin Number, Decode, Window Opens, Click Ok. Bottom Of Screen is Change Ownership. That Is Quickest Way That I Found To Do This. Hope That Helps.
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