List Page Overview
The list page displays your customers with a basic overview of information and the option to view more, if required. You can reach list pages from the dashboard pods, from search results, through campaigns, or the all customers option in your go-to menu. Lists will always reflect any search parameters that have been applied to your customer database. Clicking on the customer name will lead you through to their details page for a more in-depth view of the customer.
What information is included?
The list page offers a comprehensive overview of your customer’s current vehicle and financial information, for initial investigation and research. You can customise your list page by adding or removing columns, for a tailored overview. Additional details on your customers can be found by opening the contact overlay or clicking the customer name to access their details page.
List Page Features
The list page contains a number of features and customisable elements to enable you to take advantage of your list fully.
Customising the List Page
The custom view icon opens up a menu which allows you to add or remove columns from your list page, to choose which customer and vehicle information you want to see. These choices will maintain when you log in and out of the system, to help you tailor your system experience to the information you need.
The Contact Overlay
The contact overlay allows you to access further customer information without having to leave the list page. What you see on the overlay will vary according to the setup of your organisation, but the core elements include customer vehicle details, customer contact preferences, customer contact details, and the ability to update the customer’s current renewal status.