Ideas for the ADAM DMS

BUYER TAB INFO SHOULD POPULATE FROM F&I FOR REPEAT CUSTOMERS

WHEN ENTERING A NEW DEAL ON A RETURN/EXISTING CUSTOMER IN BHPH--NEW ADDRESS, CONTACT NUMBERS, EMPLOYMENT CAN BE CHANGED IN F&I FOR A NEW PURCHASE. THE NEW DATA ENTERED SHOULD TRANSFER TO THE BUYER TAB WHEN THE DEAL IS CLOSED AND SEND TO BHPH. IT WOULD SAVE TIME LOADING A DEAL. OPENING AN ACTIVE OR INACTIVE DEAL TO UPDATE THE BUYER TAB TO BE ABLE TO PULL CURRENT INFORMATION INTO F&I FOR A NEW DEAL SEEMS BACKWARDS.

  • Guest
  • Apr 24 2018
  • Attach files
  • John Cowan commented
    June 11, 2018 21:45

    The information that is available on the buyer tab in F&I is the name, address, phone numbers, email address, birthday, SSN and License information.  The items that you referred to are available only in the BHPH system which is why when pulling in an existing customer to F&I that information would not be available.  That information can be edited in the customer setups in BHPH if necessary.

    Peggy Matthews