The Customer Contact Card is your go-to resource for a quick, detailed overview of a customer. It provides essential information like contact details, assigned users, owned vehicles, and deal status—all in one convenient location. Whether you’re accessing it from the Customer Card or the Conversations screen, the Customer Contact Card ensures you have the most relevant details at your fingertips.
The Customer Contact Card is visible by default but can be collapsed by clicking the green arrow in the upper-left corner. To reopen it, simply click the green Driver’s License icon in the Customer Deal Card.
Customer Contact Card Sections
The Customer Contact Card is made up of several sections, which can be expanded or collapsed using the icon in the upper-right corner of each section.
Here’s a breakdown of what each section offers:
Contact Information
Displays customer contact details.
Click the pencil icon to edit a contact method.
Add a new contact method by clicking “Add” next to the method.
The Birthday Field is visible but not editable.
Best Contact Method
Provides insights into the success rate of various contact methods (text, call, email).
If no contact attempts have been made or all methods have equal success, text is set as the default since it statistically performs best.
Open Deal
Displays the customer’s current stage in the Pipeline.
Shows details like Interested Vehicle, Trade-in, Source, and Date Created.
If needed, you can add an interested or trade-in vehicle by clicking “Add”.
Garage
Lists vehicles the customer currently owns.
Vehicles are added automatically through delivered deals, closed service ROs, or manually.
Quick Actions:
Click “View All” to see the full list of owned vehicles, if there are more than three.
Hover over a vehicle’s VIN from the View All module and click on it to copy it.
Click on a vehicle description to edit or remove it.
Details
Displays assigned users for the customer (Sales, BDC, Service BDC, etc.)
Users with permission can:
Add or update assigned users by clicking “Add” or hovering over the current user and using the dropdown menu to select a new one.
Remove assigned users by hovering over the user line and clicking the "x".
Users with permission to modify the source can do so, except for deals created through an ADF/XML file.
Customer Notes
Stores general customer notes not tied to a specific deal.
Type a note in the yellow box and click Save.
The upper-right indicator shows the total number of notes.
Note: Mentions (e.g., @username) are not supported in this section.
Insight Activity (For stores with InSight enabled)
Displays customer browsing data, including:
Last On-Site Visit
Last Page Viewed
Total Browsing Time
If InSight is not enabled, this section will be empty.
Genius Summary
For stores with Genius Max, this feature will
Generate a summary of all interactions with the dealership—not just conversations with Genius
The timestamp shows when the last summary was generated
You can generate a new summary anytime there is new communication or notes
Need Further Assistance?
For assistance, reach out to your Customer Support Team using the support icon in the lower right corner of the DriveCentric.