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To create a Customer record, access CRM module and select the Customer icon. The ellipsis button should be selected to search the database to see ...

How do I transfer contact history from one target record to another? To transfer all contact history from one target to another you should: Select CRM f...

Are you looking to link a customer to a vehicle, a customer to a company or a company to a parent company? Linking Vehicle to a Customer Linking A Custo...

Reports that create a contact code, eg. Service Reminders, Booking Reminders etc need the batch reset before they can be re-run for the same date range. T...

If a customer informs you that a vehicle has been stolen, you can record this against the vehicle record. Ensure you have selected Vehicle from the CRM sh...

Loan car insurance excess fees setup Loan car insurance fee is setup based on the Loan vehicle group. This is setup at CRM>Misc options>Loa...

1.1          Linking a Vehicle to a Customer In the CRM Module select the...

To link a customer record to a vehicle record in CRM you will need to - Select CRM from the Master Menu Select My Desktop fro...

Within CRM, Spend Analysis provides an analysis of expenditure for the selected customer based on all sales transactions that have been processed through t...

Sales Delivery Schedule(SDS) including user setup The Sales Delivery Schedule allows you to view and monitor movement of a vehicle from delivery to the de...