General: New Category Prompts Make it Easier to Find Report

In G2, to speed up the locating of reports from the growing list of reports available in the Parts, Service and Sales module, sub-categories have been included in each of these modules.

This change only applies to G2.

To See an Example of This Categorization have the user access G2 Sales> Sales Reports> Run Sales Reports, notice there is a new field below Module called Category and that the default in that field is All.

Left-click on the down-arrow to the right of the field, and a drop down will present the various sub-categories available, with each having a reduced number of applicable reports.

“All” will continue to show all reports for that module in alphabetical order.

New Category

 

Embrace a New Era of Customer Engagement

As you already know, the pandemic has had an enormous impact on everyone, especially consumers. That’s why we’d like to share with you our guide to customer engagement during the pandemic

IDS Guide on Customer Engagement