1. Customer Information

Customer infomation will display information from left to right, top to bottom as follows:

- Customer Name - click to view/edit Customer Information
- Contact Name (under customer name)
- DOB
- DealerMine logo/DMS logo with corresponding customer #'s
- Sales - Reynolds stores only (click to view Total Labour Sales per customer)
- Address To: (optional) to be entered in the Customer Information Screen. The example above shows the address lines selected for copy/paste purposes.
- Home, Work and Cell phone numbers
- Email Address (email will appear in red if it has bounced within the last 90 days and has not yet been verified in the Customer Information screen)
- Twitter handle: (optional) to be entered in the Customer Information screen. If it exists, click to view recent Twitter conversations.
- SP: Salesperson name based on last sold deal, reassignment date or last sales activity date (using the most recent date). This will be visible on sold customers and prospect files. On prospect files it will always go by the last activity date.
- Language (optional) to be entered in the Customer Information screen.
- INQ - which indicates this customer was Inquired on.
- eService icon - which indicates this customer is a register eService User.

Star Rating icon - customer rating out of 10. See Influence Network
Associations icon - Influence Network
CSI emoticon - hover over the emoticon to read last CSI results in Contact History.
Sun/Moon - which is signifying Day or Night preferences

What emoticons could be displayed for CSI results?

Not Surveyed

Not at all Satisfied

Somewhat Satisfied

Satisfied

Very Satisfied

Completely Satisfied

*CSI results are determined based on the survey results from Service CSI contacts and any surveys sent out through our Survey tool, which can touch on any aspect of your dealership.

How are bounced emails flagged/handled?

- The Fetch ROI Report will track how many emails bounced on any given campaign.
- Login to your Jangomail account and go to Reports to view your Bounced Report. (Admin Screen - Jangomail Setup)
- Search any bounced email in DealerMine and you will see the email address as flagged in red if the email has bounced at least once in the last 90 days.
- You can manage your bounce handling in Jangomail as well and set a limit from 1-9. The default setting is 3 for a bounce limit. Once an email bounces 3 times it will be considered an invalid email account and no emails will go to this address again, unless the setting is changed in Jangomail.

- When a user selects the customer's preferred method of contact in Contact Methods, DealerMine will display a Yellow Star beside the preferred method in the Customer Info section of the Profile screen.To set the Preferred Method of Contact go to Editing Customer Information > Contact Methods. When the user hovers over the Yellow Star a tool tip will display "Preferred Method of Contact". If no Yellow Star displays this will indicate no preference has yet been specified.

Employee Flag

- To make it easier for the user to identify an employee from a regular customer, DealerMine will Flag the file by highlighting the employee name in yellow and a tool tip will display "Employee".

* This feature is only for DealerBuilt DMS dealerships only.

Note: if there is a star displayed next to any of the contact information, that is the customer's preferred form of contact.

Mailing Address, Home Phone, Work Phone, Cell Phone, Email Address - Green check indicates these contact methods are ON, red X indicates the contact methods are OFF.

Canadian dealerships may see the CASL opt out icon, meaning the customer has opted out for emails. See CASL for more information.

Twitter - A Twitter handle will be present and clickable on all profiles where a Twitter handle has been added. Click the Twitter handle to view recent Tweets made by this customer.

A Customer Profile with Purchase History displays the current Salesperson and last contact date. A Prospect Customer Profile (-4 number) displays who entered the Prospect.

Last Verified - On the Customer Information screen, to the left of Save, is the Verified Info button, when this button is clicked, the Last Verification date updates which is displayed above the button Last Verification: months and days. The purpose of updating the verification information is to display the last time the customer's contact information was verified; therefore, the Appointment Coordinator doesn't have to ask the customer to verify their information every time they call (which can be a couple of times a week). This information is also displayed under the Twitter symbol on the Profile screen.

- To copy an address, simply select the address using your mouse and right click and "copy". See screenshot above.
- If a Dealership has purchased Showroom/Equity, an icon of a Thermometer will also display next to the customer's name. The icon represents if the customer is "Likely to Buy" a vehicle. Place the cursor over the Thermometer and displayed is "Likely To Buy Level #". The number is based on a scale of 1 through to 3; 3 being the most likely to buy.

Go to Editing Customer Information