A dealership-level view is now available to see all changes made to customer records. The dealership-level allows users to:
- See a chronological view of customer changes
- Filter results by user
- Filter results by date range
- Know where changes are being made from
- Keep track of which fields change and previous data
To access Customer Change History, click the Customers drop down from the CRM navigation bar and then Customer Change History.
For more information, contact your Performance Manager.