Customer Return Checkbox?

Matthew Isgur shared this question 2 years ago
Answered

Is there a way to add some sort of "check in" field in IO for customer returns? Essentially, when a customer returns equipment, we want to record it in IO and then have the status go to complete.


I think the way it currently works is the lead automatically goes to complete status when it passes the end time of the event but we don't always have customers return on time and it would be good to know by looking at the overview tab or lead page which customers have not returned yet. The same could go for deliveries to know which orders are still out and also when drivers come back, which orders have been picked up.


I'd appreciate any feedback and/or suggestions on how to handle this.


Thanks!

Comments (7)

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The best I can offer you is to go to Settings->Statuses. Go through your statuses and uncheck the "Mark Leads in this Status to the Complete Status after Balance Paid and Event Date has Passed" box. This will keep them from moving automatically up to Complete. You'll then be able to verify everything has returned and manually mark it.

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This works, thanks!

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If I change this setting, will it retroactively show leads that were not marked as returned as incomplete? Basically I want to know if I can do this on the fly if we have not been utilizing this method so that it doesn't slow us down.

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If you add "Mark Leads in this Status to the Complete Status after Balance Paid and Event Date has Passed" to a status then all the leads in this status will move to complete if the rule is applicable. If the rule isn't applicable then it wont change the lead and it wont affect other leads not in this status. This change wont happen immediately but in the middle of the night when the system checks for complete events.

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Hi Noah- thanks for the help- I'm actually wanting to know if the opposite is true. If the check was previously marked and I remove it, will all my leads in the past show as incomplete now? Will this mess with my inventory? I am wanting items to not show up as available in inventory until I have manually checked that they have been returned in the system, but I don't want it to affect previous leads. Thanks again.

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Removing this settings would not cause the equipment to be unavailable after the event, the system would still see that the event is over and the equipment is available again. You can add Recovery Time for items that cause it to be unavailable for a certain time after a event, you can set this in the Advanced Features of an item. You could also put this equipment in maintenance when it is returned and then take it out when you're ready to make it available again.

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Perfect thank you

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