Assistance Requests - Bulk Approve or Decline Functionality

Assistance Requests - Bulk Approve or Decline Functionality

In 20.8.1 we have made it easier for brands/OEM's to manage their assistance requests in bulk.  This function is only available for the OEM to assist them with managing the high volume of requests they might receive from their dealer network.  This can only be set up by AutoPlay employees via Admin>Studio Admin>Assistance Settings, by ticking the 'Enable Bulk Update' check box.




With this setting enabled for any OEM that has rights to approve/decline Assistance Requests they will see a 'BULK UPDATE' button on the top right of the screen, but you will not be able to select any request to 'BULK UPDATE' until clicking on the multi selection icon next to the keyword search on the lhs of the grey action header.



Clicking on this icon will result in check boxes to become visible.  Simply filter to find the Assistance Requests you wish to bulk update, and tick each request.



You can then either bulk Approve or Decline, as well as adding a note if required.



When you bulk update leads it will still generate individual emails for each Assistance Request approved/declined.   If you do not wish to recieve bulk emails this can be disabled in the Assistance Request role via a new 'Bulk Notification Settings' section.   This works as with other roles where you can either set notification and email settings in bulk, or individually for each user.




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