Assigning Staff / Team to a Customer Record

In this lesson, we will cover how to assign a specific staff member or a whole team to a Customer’s repair record. The purpose of this is to limit who receives notifications and alerts on which vehicles. 

By default, Repairs are assigned to Everyone. 

If you want to Change the Default Team for New leads you will need to create a new Team and assign users. This can be done by your Admin and instrctions can be found here:

To assign a specific person to a customer record, follow these instructions. 

Select the Customer on the left and then select the Repair. On the top, click on the arrow under Assigned User/Team. To assign it to one person, click Person and select the staff name. Or you can assign it to a team by clicking on Team and selecting the team.

Walk through instructions:

1. Click on the Customer Name.

2. Click on the Repair Record.

3. Click on Assigned User/Team…

4. Click on dropdown trigger.

5. Click on Person and select the Assigned Staff Member.

6. If you want a team assigned, Click on dropdown trigger again.

7. Click on Team and select the correct team.

8. In the History you will see the change and who was assigned the Repair Record.