CaRe-Mail appointment confirmation does not show the correct name of the receptionist
First activate the possibility to work with receptionists in Plan-IT.
- Click in the menubar on the option System.
- Select the option System settings.
- In the first row of tabs, go to Settings.
- Then go to Checks in the second row of tabs.
- Put a check in the box with the option Reception.
Further it is important to enter the reception code from the DMS-system (Dealer Management System) in Plan-IT. This code needs to be linked to the full name of the receptionist.
After that is configured, you select the correct receptionist in a work order. It will automatically be sent over to most connections.
When you have checked all these settings, the correct name should appear on the appointment confirmation of CaRe-Mail.