Sales Log Configuration

Configuring the Sales Log

Users with Client Admin privileges can customize the Sales Log and decide which fields are included and in what order. Sales Logs can be customizable by Dealer, so that only relevant fields are shown.

Fields that are turned off in the Sales Log Configuration will not be visible to users, even under the Columns heading.

  1. Under App Configuration, select Sales Log.

  2. Select a Dealer from the dropdown to customize the Sales Log for a specific dealer, or leave blank to customize the default Sales Log (how it will appear for dealers that don't have a specific configuration or to users that are associated with multiple dealers).

  3. Toggle fields on or off to include or exclude them from the Sales Log.

  4. Enter the column position number in the field on the right. Enter 1 for the column you want to come first, 2 for the second column, etc.

  5. Select Save.

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