Two Project Name Updates Coming to CustomView

Two Project Name Updates Coming to CustomView
May 15, 2018

In an effort to help dealers better sort and track their projects, Western Window Systems will make two updates to project names in CustomView, its online quoting system. The changes will go into effect on June 1.

The first change prompts dealers to enter a project name when creating a new quote (the default field, “CV Project,” will be omitted). The project name could be a builder and community (example: “Jane Doe’s Mountain Community) or, in the case of a multi-family project, the development.

The second adds a more robust selection of commercial projects to choose from, such as “Resort/Hotel,” “Office,” and “Educational.” The commercial project options are located under the “Western Info” tab.

“In the future, these updates will benefit dealers when they don’t have an order number,” says Anna Gothier, Volume Program inside sales representative. “Plus, it will be easier and faster for us to search projects when helping our customers.”

For further questions about the updates, contact your Western Window Systems representative.