The customer information in VIDA may be displayed from two different sources; DMS and Volvo Central Database. In order to manage customer information, in DMS or Volvo Central Database, click the button on either page under the tab in the View Details window and edit the information fields of interest.
A description of the different fields follows in the sections below.
DMS
Add, verify or update the personal details. After adding or changing a customer's information, click the button. This saves the updated information in the DMS.
Volvo Central Database
Personal Details
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Customer details
Add, verify or update the personal details. All fields marked with an asterisk (*) are mandatory.
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Contact By
At My Volvo ownership website, customers are able to set preferred communication channels (phone, email and SMS). All customer contacts in terms of marketing and promotion will follow these preferences. By ticking the Contact By checkboxes, the dealer can set these preferred contact channels on behalf of the customer. Service and repair booking messages from the dealer is always sent to the customer's vehicle and My Volvo ownership website. An email including a link to My Volvo ownership website is also sent to the customer. The contact channels described above only concerns marketing and promotion and do not affect service and repair booking messages. These are sent despite what the customer has set as preferred communication channels.
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Booking reminder, days
Based on customer settings in My Volvo ownership website, Sensus Connect will display an appointment reminder to the driver 1 to 4 days before the day of a workshop appointment. This reminder will also reach the customer via email and My Volvo ownership website. By using this drop-down menu, the dealer can set this reminder on behalf of the customer. On the day of a workshop appointment, the driver receives a reminder again in Sensus Connect every time the engine is started. That reminder is not affected by this setting.
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Preferred Dealer
If the dealer who is working in VIDA is the customer's preferred dealer, the dealer's company name is shown in the drop-down list. If not, or if a new customer is created, "Other dealer" is shown instead. To be able to benefit from the Workshop Appointment Management functionalities, the customer must have a preferred dealer. The preferred dealer is connected to this customer's vehicle and the customer's personal My Volvo ownership websites and will have all the Workshop Appointment Management workshop relationships with this customer. This means that all workshop booking requests of this customer will automatically land at the preferred dealer and the customer/vehicle will populate the preferred dealer's All Workshop Customers list. If "Other dealer" is shown when a dealer is editing a customer's profile and the dealer sets the own dealership as preferred dealer, an email is sent to the customer. It is then up to the customer to agree or change back to the previously set dealer via the preferred dealer selection at My Volvo ownership website. This means that the customers always decide who shall be their preferred dealer. When adding a new customer the dealer should set himself as preferred dealer.
After adding or changing a customer's information, click the button.
Vehicle Relation
Set primary driver, add, remove or report incorrect vehicle relations. For more information, see the following articles:
Click the button to create an appointment with the customer. See the following articles for further information and instructions:
My Volvo Account
See if the customer has an active Volvo ID and thereby access to the personal My Volvo ownership website. In case there is no active account, it is possible to invite the customer to create a new one by clicking the button. See the article Inviting a customer to My Volvo ownership website for further instructions.