The MK Default maintenance menu is displayed when you select the Default records option from the CRM System Maintenance menu. The options available from the default records menu allow you to enter information in to the record template so that when new records are created the fields are already populated. This can be useful where the information held in a particular field is always going to be the same or where a field is a hard coded as mandatory and a default entry is required. Even when values are entered in to the default record these may be changed as required during record creation or amendment.
Tip: It is important to understand the difference between Branch specific defaults and Initial defaults. Branch specific defaults are specific to the company that they have been set up for. If they have not been set up for your company then the Initial default will be used.
Company record default: When a new company record is created in the CRM record maintenance program, certain fields can be automatically populated up by putting them into this default record, Any default information will be able to be amended to reflect individual company record needs.
Branch specific Customer default: When a new Customer is created in the CRM record maintenance program, certain fields can be automatically populated by putting them into this default record. The branch specific default record is branch specific, in that it will only be used if it has been set up for your company. If this default record has not been set up for your company then the Customer initial template default will be used.
Customer initial template: When a new Customer is created in the CRM record maintenance program, certain fields can be automatically populated by entering the required data into this default record, during the record creation process this information will be automatically filled in. This default record will only be used if no branch specific Customer default has been set up for your company.
Branch specific vehicle default: When a new vehicle is created in the CRM record maintenance program certain fields can be automatically populated by entering the information into this default record, which effectively becomes part of the record layout when creating a new vehicle. This default record is branch specific, in that it will only be used if it has been set up for your company. If this default record has not been set up for your company then the Vehicle initial template default will be used.
Vehicle initial template: When a new vehicle is created in the CRM record maintenance program certain fields can be automatically populated by putting values in the appropriate fields on the default record. This default record will only be used if no branch specific vehic. default has been set up for your company.
Vehicle Stock initial template:When a new vehicle is created in the CRM record maintenance program certain fields can be automatically populated by putting values into the appropriate fields on the default record.
Company rental default: This option can be used to default certain values about a specific company, Customer and tariff code which will be defaulted into every vehicle rental agreement created.
Driver record default: This option can be used to default certain values into every driver record created in the Daily rentals module. In this way, fields which are variable in the standard AUTOLINE Daily rentals module can be defaulted for those users who do not require to vary them either at all, or in the majority of cases.
D/rental vehicle default: This option can be used to default certain values into every vehicle record created in the Daily rentals module. In this way, fields which are variable in the standard AUTOLINE Daily rentals module can be defaulted for those users who do not require to vary them either at all, or in the majority of cases.
Contact record default: When a new contact record is created in the CRM record maintenance program certain fields can be automatically set-up by putting them into this default record, which effectively becomes part of the record layout when creating a new contact.
Fleet purchasing default: When a new company record is created in the CRM record maintenance program certain fields can be automatically set-up in respect of the fleet purchasing details by putting them into this default record, which effectively becomes part of the record layout when creating fleet purchasing details.
Vehicle specification default: This option can be used to default certain values into every vehicle record created in the Daily rentals module. In this way, fields which are variable in the standard AUTOLINE Daily rentals module can be defaulted for those users who do not require to vary them either at all, or in the majority of cases.
Vehicle spread default: The fleet spread information held at a company level within the CRM system consists of how many vehicles of a particular franchise/model combination that company operates, and what their replacement policy is in respect of mileage or time.
