Role Management Loan Vehicle

Role Management - Loan Vehicle

The Loan Vehicle role activates the ability to load a Loan Vehicle from the Vehicle Registry screen (via the + menu on iPad and the RHS buttons on Desktop).

If the User is added to the list they will be able to see their own Loan Car Forms, whilst if the User is ticked as a Manager they will be able to see all Loan Car Forms completed within the dealership by the Users who share the role.  (Note - the Vehicle Registry also shows Test Drives however this using the normal Lead Role to determine which users Test Drives can be viewed)

The Yard selected in the role determines which Listings they have access to add to the Loan Car Form.

    • Related Articles

    • How To Add A Loan Car Form & Loan Car T&C's

      When completing a Loan Car Form you need to set up both a Form template, and Loan Car T&C's loaded to your account. 1.  How To Set Up A Loan Car Form When you create a Loan Vehicle Form you will see that there is a drop down labelled 'Loan Vehicle ...

    • Role Management - Vehicle Wishlist & Email

      The Vehicle Wishlist & Email Role controls the notifications sent to users when a Wishlist matches against an existing Listing or Appraisal. When the Wishlist Matching routine runs, any users in this role will be emailed if one of their clients' ...

    • Role Management - Vehicle Appraisal Manager Approval

      The 'Vehicle Appraisal Manager Approval' role activates the Manager Approved Field within Appraisal Screen 1. Vehicle Appraisal Manager Approval Role is yard based  2. Creating a role that is blank makes the Manager Approval field visible but greyed ...

    • Role Management - Vehicle Appraisal Wholesale Quotes

      How To Hide The Wholesale Quotes Section In some dealerships it may not be appropriate to display the Wholesale Quotes section.  If you need to hide the Wholesale Quotes section you can do so using the 'Vehicle Appraisal Wholesale Quotes Role'.   If ...

    • Role Management - Audit

      The Audit Role enables users with this role to view the Audit screen on any screen where this function is available.  The Audit Role is a per user role. The Audit function displays a history of all the changes on a Listing/Lead/Test Drive/Loan ...