Do Not Call Customer

There may be times where we do not need to call a customer. These would include internal cars for dealerships, fleet accounts, etc. The Additional Customer Information screen called Contact/Info seen below:

When you click on this button in the RO, the Additional Customer Information screen the second tab will show you the callback cycle, damage profile, and other information for contacting the customer.

Click the Do Not Call Customer for Regular Callbacks and Due Date Change calls to no longer appear in the Customer Service Task list. If the Do Not Call Customer is greyed out, it means that the question when importing the estimate/supplement about the Callback cycle was answered as No, which stops allowing the damage profile to update the callback cycle. Make sure you always say YES!