Ideas for the ADAM DMS

Users need to be able to delete a customer number and override it to a correct number.

When deals are closed it gives the last eight of the VIN as a customer number.  This creates a huge problem, especially if it's traded in and someone else buys it.  Customers are getting multiple customer numbers.  Huge issue.  System won't let me delete the number or override it with what we want to use as a customer number.  It would be a huge help if we could override the given customer number. 

  • Sandra Hartmann
  • Jan 3 2018
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  • Guest commented
    January 8, 2018 14:13

    Same issue!   Then when service work is done it goes to the incorrect owner!

  • Admin
    John Cowan commented
    June 8, 2018 20:59

    If the user selects an existing customer that will be the customer number used.  However if the customer is keyed in on the deal then when closing the deal the user is prompted to Verify the customer number in the close process so that is where you would want to change the number.  Please see the screenshot attached.

    Peggy Matthews

  • Sandra Hartmann commented
    June 14, 2018 14:52

    We get selecting a customer #. This doesn't solve the problem of giving an
    automatic customer # to someone who don't have one. I would rather no
    customer # be assigned.

    ALSO, MY QUESTION ABOUT NOT BEING ABLE TO DELETE A CUSTOMER # ON OUR OWN
    WAS NOT REPLIED TO. I need to delete a lot of extra customer #s from deals
    and the system will not allow me to. It says there is a balance due and
    there is not. I've been told in the past to send a list to support and
    they will delete. That is not a good solution. We need to be able to
    delete #s ourselves.

  • Admin
    John Cowan commented
    August 17, 2018 17:11

    Sandra,

    There is a new feature available in Accounting that allows you to Reconcile the amount in the Current Balance on a Customer's file.  It is in Customer/Vendor file on the Parts / Balance Info tab.  This will allow the user to correct a balance if it does not match the Receivable.

    Please see the example.

    Peggy Matthews