CRM

Aftersales Revenue Analysis
An option exists within every CRM company, Customer and Vehicle record that allows the evaluation of after-sales revenue. This analysis can be accessed fr...
Wed, 11 Aug, 2021 at 10:29 AM
Creating and Following up Contacts
Creating, following up and closing a contact Creating Following up or Closing a Contact Creating a contact To create a contact for a customer you fir...
Wed, 11 Aug, 2021 at 10:34 AM
CRM Show truck details
This is how to enable the system to show truck details such as Fuel burn, Hubometer, Operating hours and Wheelbase and Diff ratio. There are changes to be ...
Sat, 14 Aug, 2021 at 9:29 AM
CRM Manually merge duplicate vehicle records
This process involves four steps: 1. Identify Duplicate Vehicle Records 2. Merge the Vehicle Records 3. Confirm No Work in Progress 4. Flag Vehicle for Dele...
Sat, 14 Aug, 2021 at 9:51 AM
[Autoline - Internal] SAS-5636 Modification to MB CSI for Servicing Data Interface
Changes to the MB CSI Service Data extract Objective: To be able to have a more granular view of the data and to delineate between the registered  be...
Thu, 2 Dec, 2021 at 3:58 PM
Simplified CRM Loan Vehicle Process
Some sites do not wish to use and follow the full Autoline Loan vehicle process of checking in and out loan vehicles and printing agreements.  They may for ...
Mon, 28 Mar, 2022 at 3:52 PM
Update Branch for Customers
There are situations when you need to move a customer from one branch to another. This article explains the steps you need to move a customer to another bra...
Thu, 20 Apr, 2023 at 3:41 PM
Creating a Loan Car
In order to create a Loan Car - you would need to create a vehicle - follow these steps before being able to create a vehicle.  https://learnsystime.aux...
Mon, 16 Oct, 2023 at 10:03 AM
Managing Case File Pop ups
Case files display selected information about company, customer or vehicle records, when they are loaded or if the 'Case file' options is selected f...
Thu, 5 Oct, 2023 at 3:52 PM
Create Stats Summary
Your event file is almost at capacity and you receive a CRM Stats error when opening CRM.   You can elect to summaries your event file by running the Cr...
Tue, 30 Jan, 2024 at 9:59 AM