Before you start
- If your customers speak a variety of languages, consult your legal team to determine the language in which to write your dealership's agreement terms
- You can set a customer's preferred language either when you create a customer profile or after you create a customer profile
- You must have Admin permission to modify a customer profile
Steps to set preferred language when creating a customer profile
- Click the Customers tab in the left navigation bar
- Click the Add Customer button on the top-right of the central interactive pane
- Enter customer details, i.e. first name, last name, etc.
- Click the Preferred Language dropdown
- Select preferred language
- Click Add Customer
Steps to set preferred language after creating customer profile
- Click the Customers tab in the left navigation pane
- Locate a customer by entering the customer’s name in the search bar in the Customers pane. You can also click either the left navigation arrow or the right navigation arrow on the bottom right to locate a customer
- Click the Overview tab in the Customer Details pane
- Locate the Customer Information tile and click Edit in the upper-right corner
- This action will open a fly-in on the right side of the screen in which to set the customer’s preferred language
- Click the Preferred Language dropdown
- Select preferred language
- Click Save