Call Select Screen - FAQ's

Q: Will managers be able limit what stores a user can access?

A: Yes, a manager is able to limit what stores a user has access to by going into User Setup > Store Access, clicking on the user's name to select and then placing a check in the "Access" check box to give access to a Store and Branch in the lower grid and clicking Save.

Q: Will managers be able to limit what call types a user can access?

A: Yes a manager is able to liming what Call Type a user can access.  In the Admin Screen > User Setup > User Access and then from the Options drop down select Call Select Contacts, from here the manage is able to select access for each Call Types for each user.  The user will still see all Call Types when viewing a customer file but won't have the ability to select these types of calls from Call Select if they don't have access.

Q: Is it possible to have all CSI calls cleared from the call select screen effective today Feb 5, 2015?

A: Yes DealerMine's Technical Support Team can complete this for you.  You can contact them by phone at 1-800-3043341 or by clicking on the Contact Support in the Version drop down on the Profile screen.  Here you can create a case and ask them to clear out all outstand CSI call with RO dates less then Feb 5, 2015.

Q: What are the reasons why a No Show contact would prompt unnecessarily?

A: Here are a few reasons within DealerMine why a No Show would prompt unnecessarily they are: 

- The wrong VIN was booked on the appointment. 

- The booked appointment was not used when the RO was created. Because a new appointment was created and used for the RO and the original appointment is still on the appointment schedule DealerMine will have the original appointment prompt for a No Show Contact. 

- The Customer called in and rescheduled their appointment, however the original appointment was not used/deleted and a new appointment was created, causing the original appointment to prompt.

Q: Why do I not have the option to select CSI, Spord and Sales calls on the call select screen? Other users can see these when they log in.

A: Each user needs to be given access to the Call Types to be able to view/pull from the Call Select.  A user can be given access this by having their manager go in to the Admin Screen>User Access and then select Call Select Contact from the Options drop down, then by placing a check in each Allow Access check box that user will have access to those Call Types when on the Call Select screen.