Viewing Customer Communications History

The Customer Communications screen provides the ability for you to view milestone dates, customer contact, vehicle, and insurance information. The screen includes a link for easy access to the workfile. The screen also lists all communication messages to the customer located in the History panel.

To view customer communications history

  1. Select Dashboards, and then select the Customer Experience Dashboard from the menu bar.
  2. Select one of the category tiles in the upper right portion of the screen (Recent Opportunities, In Process, Ready to Deliver, or Recently Delivered).
  3. Select the workfile, and then select Contact Customer from the mini-toolbar. The Customer Communications screen opens.
  4. View messages and milestone dates in History panel.

Overview

Customer Experience Dashboard

 

 

 

 

 

 

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CCC, CCC ONE, and the CCC Logo are registered trademarks of CCC Intelligent Solutions Inc. 2/17/2025 - 8:09 AM