Selection of the Driver Tab enables the review of information relating to the driver who is currently attached to the the agreement/vehicle.
To access the driver tab:
From the Master Menu, select the Fleet Kompact option and Company required.
The Kestrel Kompact Menu is displayed.
Select the Contract Management option.
The Contract Management form is displayed.
Select the icon.
The Contract Search form is displayed.
Enter the appropriate information to locate the required agreement.
Select the icon.
Select the
shortcut from the menu on the left of the form.
The contract management Agreement Tab is displayed.
Select the Driver Tab.
Tip: The driver may be changed by use of the Change Driver option within the Tools menu.
The Driver Tab Dialogue Box contains the following fields:
Driver's Name: The driver's full name and address details are held within the CRM system. The first field contains the driver's full name. The second field displays the unique CRM target record number.
: This icon enables access to the CRM target record maintenance form so that full details of the driver may be viewed.
Address: Displays the full CRM target address. There are five lines of address information.
Postcode: The Postcode for the CRM company.
Home: Contains the home telephone number of the driver.
Work: The driver's work telephone number.
Fax: Contains the appropriate fax number, utilising the same format as above. It is extremely important that this is entered, as documents can now be auto-faxed to the driver on completion.
Mobile: Contains the driver's mobile number (if applicable).
Preferred Contact No.: The telephone number on which the driver would prefer to be contacted.
E-mail Address: Contains the driver's email address (if applicable).