Creating an Open/Close Schedule within a Dealer System account makes that schedule available to link to the Dealer’s customer accounts. These can be mandated or a default to start the work based on the business standards.
In order to accomplish this you must have a Dealer System Account. Please see the steps to create the Dealer System Account.
How to create a linkable Open/Close Schedule:
- Load your Dealer System Account.
- Navigate to the Open/Close Schedules form. (OC Schedules)
- Click the Plus sign on the O/C Schedules navigator to add a new schedule.
- Give the schedule an ID.
- Select the type:
- Ignore = Don’t link
- Default = Allow linked selection and local edits
- Override = Allow linked and no local edits
- Add your Open/Close Schedule.
- Click Done.
- Save the record.
Linking a customer to the Dealer’s Linked Open/Close schedule:
- Open a Customer record tied to the Dealer with the schedule.
- Navigate to the Open/Close Schedules (OC Schedules).
- Add a New schedule.
- Drop down the Linked Schedule list and choose the appropriate Schedule.
- The Linked schedule items are indicated by a truck.
- Tie the schedule to the appropriate area.
- Save the record.
Additional Notes:
- Some example schedule IDs:
- OC1
- Standard
- MAIN
- Linked Schedule types allowed:
- Permanent
- Alternate
- Holidays
- Each Schedule type may be set individually for its linking type.
Dealer System Account Open/Close Schedule Add
Customer account Linked Schedule added
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