Accessed via the Contract Upload menu option and selection of the Customer Tab.
Selection of the Customer Tab enables the review of three groups of data which relate to the Customer, Primary Target and Address Group information.
If the marketing vehicle record associated with the import record is not attached to a marketing company record then upon entering the Customer Tab a prompt is displayed denoting No Customer is attached to this vehicle. Selection of a customer can be achieved by selecting the ellipsis button [...] immediately to the right of the MK Company field which displays the Marketing Company Search form that enables an alternative customer to be selected.
If an address group is not attached to the marketing company record associated with the import record then a prompt is displayed denoting No Address Group for this customer - Create one? Selection of the No command button continues to load the contract import record. Selection of the Yes command button displays the Address Groups form for selection of the appropriate address group associated with the currently selected company.
The Customer Tab Dialogue Box contains the following fields for the selected target/company combination:
The unique sequential marketing magic number automatically allocated by the system to this customer record. The ellipsis button [...] immediately to the right of this field displays the Marketing Company Search form that enables an alternative customer to be selected.
Displays the full marketing company name.
The customer's main name and address details are held within the Marketing system. This record is then accessed as often as necessary by an address group record which contains a number of associated sub-records each relating to specific operational areas or modules. This field contains the address group code (e.g. 1BRAK001) associated with the marketing company currently being viewed.
If an address group is not attached to the marketing company record associated with the import record then selection of the ellipsis button [...] immediately to the right of this field displays the Address Group Search form for selection of the appropriate address group associated with the currently selected company.
The cursor is located in the search field. Key part or all of the required address group code and select the Address Group command button. Address groups matching the entered criteria are displayed and, having selected the required code by highlighting with the mouse, the OK command button is used to confirm this selection and return to the Address Groups form.
Contains the salutation for the Marketing Target e.g. Mr, Mrs.
Contains the Marketing Target's initials e.g. SA. It is now convention not to use full stops or spaces.
Contains the Target's first name if known.
Contains the Target's surname
Displays the full selected Target name including title, initials and surname.
Beneath the Target name there are two addresses. To the left of the form Company address information is displayed. To the right of the form Target address information is displayed.
Company Address Data
Displays the full marketing company name.
Displays the full marketing company address. There are five lines of address information.
Displays the marketing company postcode.
Contains the main company telephone number. The STD code should always be used e.g. 01635 523456; dashes between numbers should not be used.
Contains an alternative work telephone number, utilising the same format as above.
Contains the appropriate fax number, utilising the same format as above. It is extremely important that this is entered, as details can now be auto-faxed to the customer on completion.
An additional field that may be used for any other applicable number, utilising the same format as above.
The unique sequential marketing magic number automatically allocated by the system to this target record. This is the actual driver of the vehicle as opposed to the primary target record. The ellipsis button [...] immediately to the right of this field displays the Marketing Target Search form that enables an alternative customer to be selected.
Displays the full marketing target name for the driver of the vehicle.
The cost centre code (if applicable) linked to the address group associated with the current customer. This is populated by selection of the Allocate Cost Centre option from the Tools menu within Contract Review. Selection of the ellipsis button [...] immediately to the right of this field displays a Customer Cost Centres List Box from which the appropriate cost centre is selected. A double-left-click selects and confirms the required cost centre (alternatively, a single-left-click and selection the OK command button may be used). The Cost Centre Description is displayed to the right of the selected cost centre code.
Cost centres are initially set-up within Fleet System Management / Miscellaneous Options/ Posting Management / Cost Centres.
Target Address Data
The right side of this Tab contains information relating to the primary target associated with this company.
If this checkbox is ticked then the Target Address information is used within the contract upload record.
Displays the full marketing target address. There are five lines of address information.
Located beneath the target address box is the Postcode field.
Contains the target's home telephone number. The STD code should always be used e.g. 01635 523456; dashes between numbers should not be used.
Contains the target's work telephone number, utilising the same format as above. The second field may be utilised for an extension number.
Contains the target's fax number, utilising the same format as above. It is extremely important that this is entered, as details can now be auto-faxed to the customer on completion.
Contains the mobile telephone number if known, utilising the same format as above.
Contains the full Email address, including punctuation such as abc@kcc.co.uk
Any data, which has been amended within the Customer Review form, is transferred back to the core Marketing module.