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VIP Contacts in DASH

Question

  • Can I make a customer or contact a VIP in DASH ?
  • How do I make a customer a VIP in DASH?
  • How do I make a contact a VIP in DASH?
  • How do I note a customer is important in DASH?
  • How to flag / tag a contact as important?




Marking a Contact VIP

Restoration DASH™ allows you to flag specific individuals or companies as VIPs during job creation or within the Contact Manager. 



Individual Contacts

  1. Open the Contact Manager
  2. Select Add Individual to create a new contact, or select an existing contact to Edit.
  3. Locate the VIP toggle next to the individual's name and toggle it on to enable.
  4. Click Save to confirm changes



Company Contacts

  1. Open the Contact Manager
  2. Select Add Company to create a new contact, or select an existing contact to Edit.
  3. Locate the VIP toggle next to the individual's name and toggle it on to enable.
  4. Click Save to confirm changes




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