Create New Folder using NexsyisNow Vehicle Check-In Feature
Select the Search Bar at the Top of your Screen
1. From the top of your screen, search for a Folder by last name, claim number, VIN or phone number.
You can also select the Barcode icon to use your camera to scan a VIN or Window Tag.
.
Create a New Folder
Create a New Folder by clicking the "Create New Folder" button.
You can enter the following fields (*indicates required)
- Folder Resource
- *Customer First & Last Name / Company Name
- Address
- City
- State
- Zip
- Preferred Contact Method
-*Phone Number
-*Phone Type
- Secondary Contact Information
-*Opportnuity Source
- Insurance or Fleet
- Insurance Company
- Claim #
-VIN # (includes VIN scanner)
-*Vehicle Year
-*Vehicle Make
-*Vehicle Model
- License
- Color
- Paint Code
- Production Date
- Other ID
- Hat No
- *Mileage In
- *Repair Category
- Repair Plan
- Drive Status (Driveable or Not Driveable)
- Tow in
-*Repair Type & associated questions
After you finish inputting the above information, your Folder will be created in Nexsyis.
You will be prompted with two options
1) View Folder
2) Close
Creating a New Folder Using NexsyisNow Desktop
1. Open up NexsyisNow on your desktop.
2. Select Search Bar at the top of the screen.