Administrators
This section was created to focus on the configurations and settings available in the Admin section.
- Case Search, Save Filters, Bulk Close and Auto-close cases.
- Improved Filtering on External Interface Logs (API)
- Job Codes
- Non-VIN Export to RO for Procede DMS
- Configuring the Case Quickstop Banner
- Configuring and Enabling the Case Quickstop Banner
- Manage Users and Permissions
- Set up Your Location Information
- Set Up Your Location's Profile
- Service Customization: Customize Your Services and Parts
- Set Up Parts Pricing
- Set Recommended Operations
- Configure the Check-In Process
- Configure Sales Tax
- Manage Email Templates
- View Reports
- Miscellaneous Admin Settings