Adding Marketing Custom Field Entries

2 configurable fields have been added to the workfile Contacts tab under Marketing Information. Access this feature by editing the repairer profile, and then clicking on the Marketing - Custom Fields link under Repair Management.

Define the list of values you’d like to appear for Field 1 and Field 2. When configured, the fields enable corresponding droplists in the workfile Contacts tab. In the workfile, either select a value from the droplist or enter a value that matches one of the options listed.

When custom marketing fields are configured, you will also see Field 1 and Field 2 columns and filters in the following reports:

• CSI Customer List
• Repair Orders Created
• Captured Jobs Detail

To add marketing custom fields

1. Select Configure, and then select Profiles from the menu bar.
2. Select the repairer profiles, and then select Edit from the mini-toolbar.
3. Click on the Marketing - Custom Fields link under Repair Management.
4. Select Edit from the Field 1 pane. The Field 1 screen opens.
5. Select Add from the toolbar, and then enter a description (10 character maximum).
6. Select the Active checkbox. When checked, the entry appears in the Field 1 droplist of the workfile Contacts tab.
7. Repeat steps 4 - 6 for each entry to be added to the Field 1 list.
8. Select OK to save changes to the Field 1 list.
9. Repeat the steps 4 - 8 to add entries in Field 2 list.
10. Select Save or Save and Close.

Note: Entries cannot be deleted once added to the Fields screen.

© 2024 CCC Intelligent Solutions Inc. All Rights Reserved. CCC, CCC ONE, and the CCC Logo are registered trademarks of CCC Intelligent Solutions Inc. 9/16/2024 - 4:34 PM