Partner Notes/Link

Admin Users: Creating a Secure Public URL for Bodyshop Repair Information

Steps to Create a Partner Tag:

1. Login as Admin:
   • Navigate to Tags.

   • Click on Partner Tags.

     Add a New Partner Tag:

   • Click Add Partner Tag.
   • Enter the Tag Name.
   • Provide a Description.
   • Enter the Domains (separate multiple domains with a comma).
   • Choose a Tag Colour.
   • Click Save.

Steps for CRM Users to Share Repair Information:

1. Login as a CRM User:
   • Go to the Repair Record. Customer details will be displayed
2. Share Repair Information:
   • Click Share icon (Partner notes link)
   • Click Edit next to the Repair, Source, and Partner Tags section.
   • Click Edit under Partner Tags.
   • A dropdown list of partner tags will appear. Select the desired partner tags (you can select multiple tags).
   • Click Save

To generate and Send Partner Notes Link:

• Click the Share Icon again.
• Click Copy Partner Notes Link.
• Paste the link in a new tab. The system will prompt for an email address.
• Enter a valid email address and click Send Access Code.
• Check your email for an OTP, enter it, and click Verify.

To Hide Information from Partners:

• Hide Email:
  • Click on the email in the chat.
  • Select Hide from Partners.
  • The email will be hidden from partners, and an eye-crossed icon will appear above the email chat
• Hide Files:
  • Click on Files.
  • Go to Media.
  • Click on the file’s options (represented by three dots).
  • Select Hide from Partners

Remove Partner Tags:

• Click Share.
• Click Edit.
• Remove the partner tag(s).
• Click Save.

Managing Access Requests:

• You can choose to Deny or Accept requests to access partner notes for repair records.