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How can I use a receptionist's name in the CaRe-Mail appointment confirmation?

First activate the possibility to work with receptionists in Plan-IT.

Keep in mind that these settings are applied for each establishment separately.
When a receptionist is active on multiple establishments, they have to be configured in all establishments.

  1. Click in the menubar on the option System.
  2. Select the option System settings.
  3. In the first row of tabs, go to Settings.
  4. Then go to Checks in the second row of tabs.
  5. 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.

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