The CRM Case file form displays user access controlled information about the selected customer, vehicle or company, similar information also displayed as part of the Customer Summary tab and from the Tools menu on the Contact forms.
Note: The CRM Case file display is also available from with Sales Ledger and Point-of-Sales modules
Warning: There may be a short delay between the loading of a record and the display of the case file. If a record has no relevant information then no case file will be displayed.
This form is displayed when you click CRM main menu > My Customer Tab > Click customer and contains the following areas of information:
BUTTONS:
Continue: Select the Continue button to close the casefile.
Note: If viewed from a Point-of-Sale WIP and Seasonal equipment is highlighted selected, the details are automatically uploaded into the WIP.
Maximise: Click to Maximise the entries in the casefile.
Minimise: Click to Minimise the entries in the casefile.
Tip: Toggle between Minimise and Maximise to control the display of the Casefile entries. These buttons are only displayed if the Casefile Default in CRM system parameters has been set.
The company case files display the following information, if applicable to the current record or user.
Loyalty card information: Displays the loyalty card type and number. Click further to display the loyalty card section of the customer record.
Notes exist about: Displays any notes that have been entered (manually or scanned) against the company record. Click further to display the entire note in a separate form.
Tip: Clicking the + or - symbols (located in front of the case lines) or the Maximise or Minimise buttons expands or decreases the information displayed.
The customer case files display the following information, if applicable to the current record or user.
Best time to call information: Displays a line for each day of the week, with details of the times when the customer should or should not be called. Click on any line to display the same information in a separate form.
CSI information: Displays a summary of CSI information. Click further to display a new form with the contact details in display mode. There is also the option to reinstate the contact on the same form, by selecting the Reinstate radio button and clicking OK.
Loyalty card information: Displays the loyalty card type and number. Click further to display the loyalty card section of the customer record.
Missing customer information: Displays a list of important fields in the customer record that are empty. Click further to display the appropriate part of customer record form in which to enter the information.
Notes exist about: Displays any notes that have been entered (manually or scanned) against the customer record. Click further to display the entire note in a separate form.
Outstanding calls: Displays a list of calls due to be made, if using the Customer Contact Management module. Click further to display a new form with the details of the call in display mode.
Outstanding contacts (N): The figure in brackets (N) is the number of outstanding contacts. Click further to display a new form with the contact details in display mode. There is also the option to close the contact on the same form, by selecting the Close radio button and clicking OK.
Customer extra details exist: (If Installed) Extra information regarding the customer has been recorded in Extra Details. You cannot access this directly from the casefile.
Accounts: Displays a list of Sales Ledger account information regards the customer.
Tip: Clicking the + or - symbols (located in front of the case lines) or the Maximise or Minimise buttons expands or decreases the information displayed.
The vehicle case files display the following information, if applicable to the current record or user.
Vehicle
Loyalty card information: Displays the loyalty card type and number. Click further to display the loyalty card section of the customer record.
Missing vehicle information: Displays a list of important fields in the vehicle record that are empty. Click further to display the appropriate part of vehicle record form in which to enter the information.
Vehicle dates
Information: Displays basic information, such as the date on which the vehicle was first registered.
Service & Emissions: Displays the dates on which the vehicle was last services and when the next service is due.
Warranty: Displays the expiry dates of any warranties on the vehicle.
Extended Warranty/Maintenance: Displays the expiry dates of any extended warranties and/or maintenance plans on the vehicle.
Tip: "Mileage exceeds Manufacturer's warranty maximum mileage" or "Mileage inside Manufacturer's warranty maximum mileage", will appear when the maximum mileage has been populated also the last service or the last work miles.
Seasonal Equipment
Displays a list of Seasonal equipment associated with the vehicle.
Note: When viewing the CRM case file from within a Point-of-Sale WIP, highlighting the seasonal equipment transaction line and selection the Continue button enables the associated RTS / menu details to be automatically uploaded into the WIP.
Point of Sale backorder's
Displays a list of Point-of-Sale Back orders associated with the vehicle across companies.
Tip: Clicking the + or - symbols (located in front of the case lines) or the Maximise or Minimise buttons expands or decreases the information displayed.
The accounts case files display the following information, if applicable to the current record or user.
Notes exist for account: Displays any notes that have been entered (manually or scanned) against the customer account.
Account warning: Displays any warnings that apply to the customer account.
Tip: Clicking the + or - symbols (located in front of the case lines) or the Maximise or Minimise buttons expands or decreases the information displayed.
