This program enables you to create links between CRM record locations and Point-of-Sale companies for use with service booking scripts.
To set up branch/company mappings:
From the Autoline Master Menu, select the Contact management module and the Company you require.
The Contact Management Main Menu is displayed.
Select the Miscellaneous options option.
The CM MISCELLANEOUS OPTIONS Menu is displayed.
Select the Branch / Company mapping option.
The Branch / Company mapping form is displayed.
This form is displayed when you select the Branch / Company mapping option on the CM MISCELLANEOUS OPTIONS Menu. It enables you to create links between CRM record locations and Point-of-Sale companies.
Branch code: Branch code, selectable by clicking an Ellipsis button.
Module: Module the mapping is for.
Company: Company to map to this branch, selectable by clicking an Ellipsis button.