Accessed via Address Management and selection of the Details Tab.
Selection of the Details Tab enables the review or amendment of a default set of contact names and addresses ( Address Types ). The default Address Types and contact names/addresses are created based on the Company and Customer records identified during the creation of a New Address Group . These address types may be accepted if suitable but may be amended if required to include other CRM company/customer records as contact points for the different operational areas.
The Details Tab Dialogue Box shows the default Address Types with a mix of customer and company records allocated to each of the specific business areas. The following address types are created as the defaults:
- Customer Main Address
- Deliver Vehicles To
- Collect Vehicles From
- Sales Invoices Sent To
- Maintenance Control Contact
- Termination Quotations
- Supplier Main Address
- Bid Management Contact
- Vehicle Order Contact
- Workshop Address
- Customer Insurance Company
- Vehicle Hire Office
- Body Shop
- Guarantor
- Finance House
- Insurance Company Details
The following details are displayed for each Address Type :
The Address Type description for one of the sixteen address types detailed above e.g. Sales Invoices Sent To .
The record type flag. This displays one of the two following codes:
- T Denotes that a CRM Customer record is selected against the associated address type.
- C Denotes that a CRM Company record is selected against the associated address type.
The Company or Customer name to be contacted for the relevant address type business area. For example, a Customer record name is typically defaulted against the Deliver Vehicles To address type, whereas a Company record name is typically defaulted against the Customer Insurance Company address type. These contacts may be amended.
A unique sequential system number is generated whenever a CRM Company or Customer record is created. When a Company or Customer record (default or manually edited) is allocated to the relevant address type the appropriate company or customer magic record number is displayed here.
A single-right-click with the mouse on any address type row allows the Company or Customer record allocated to an Address Type to be viewed or edited dependent upon the link Type .. A small sub-menu is displayed containing the following menu options:
This option presents one of two forms dependent upon whether the selected address type has an associated Company or Customer record.
If the address type is associated with a Company CRM record then the CRM Company Search form is displayed to enable selection of an alternative company record.
If the address type is associated with a Customer CRM record then the Customer List form is displayed to enable selection from a list of customers associated with the CRM company attached to the current address group.
Displays the relevant Company or Customer CRM record for the selected address type.