Option of setting Insurance Companies with the 'Customer DOB is Mandatory' default
This feature gives the dealers the option of setting their Insurance Companies with the default that the Customer’s Date of Birth (DOB) is a mandatory field on all F&I documentation.
Follow these steps to set up your Insurance Companies with the “Customer DOB is Mandatory” default:
Go to System Settings > F&I > Insurance Company – Select your Insurance Company. From the Insurance Company Detail screen > Insurance Option tab:
If your Insurance Company requires your Customer's DOB, check the relevant checkbox and then SAVE :
How does it work...
Once a Unit Deal is set to SOLD status and you SAVE, if the Customer's DOB is blank on the Customer Details screen, the following message will appear:
You will now be required to go into the Customer Details screen and update the Birth Date.
Please note: You must have permission to Modify Customer Details record to change any details on the Customer Details screen.