Assume Authority Form

This form is displayed when a user needs to assume authority during either the finance selection or trade-in vehicle valuation processes.

There is only one field on this form, for selecting the Sales manager from whom confirmation of the authority to continue has been sought in person. By selecting Take authority from the File menu or clicking the toolbar icon you will be able to proceed with the valuation or finance selection, but an email will be sent to the selected manager and a contact added to their diary.

Note: A customer must have been previously selected for the Assume Authority facility to work. This is because a contact must be made and this can only be done if the customer is known.