Configure the Check-In Process

Users with Dealer Administrator permissions can enable the Complaint field feature for Check-In for their location.

If enabled, when users click CHECK-IN for a case, a mandatory COMPLAINT DESCRIPTION field will display on the Check-In modal. Users will have to enter a description of the complaint in the new field before completing the check-in process.

To enable the Complaint field feature:

1. From the Portal, select your location.
2. From the top menu bar, click Admin.
3. On the Administrative Tools page, click the Customize Your Database link.
4. On the Customize Your Database page, within the Dealership Profile section, click Location Information.
5. On the Location Information page, select the Features tab.
   
   
    
6. On the Features page, locate the Require Complaint at check-in QAB dropdown, and select YES.

   

7. To save your changes, click SAVE FEATURES.