Shops often run into situations where they don't have details on a customer, such as their phone, email, address, and/or marketing lead source. The lack of these details becomes a problem when there is a need to contact a customer or when the shop is running marketing campaigns. To improve this experience, we've released a feature that allows shop owners and admins to configure which customer fields are required when creating a new customer.
Require Customer Information
To get started, you will navigate to Shop Settings on the left menu > select the Customers tab. In the Required Information table, select the fields you are wanting to require. Once you've completed your selection, you will click Save.
Once these fields are required, your employees will not be able to create a customer's profile without entering the required information. If one of your employees edit's a customer's profile, they will also be required to enter this information in order to save.
Note: Customer Type, Customer/Business Name are required by default in Tekmetric. No users can create a customer profile without these two fields being set.
Customer Rejects Sharing Personal Information
If your service writer(s) request personal information, but the customer declines sharing, then we've added the ability to bypass the required fields. For example, if a customer will not provide their birthday, you will be able to select an option that allows you to save what information the customer has shared, without collecting their birthday.
To bypass adding certain information that is required, the user will need to select "Customer chose not to share personal information at this time" at the end of the new customer form.
To make sure your employees are not abusing the bypass feature, we will be tracking which employees bypass the information within your Customer List report. This will allow you to view which customers are not sharing information and which employees are using that checkbox when creating a customer.
To access this report, you will navigate to the Reports section on the left menu > select the Customer Reports tab > Select Customer List.
If you have any questions or concerns, please do not hesitate to contact our support team!