Note: As part of the change from Marketing to CRM, My Desktop has replaced Record Maintenance. Customers are no longer referred to as Targets but as Customers. Magic numbers have been removed from the forms for displaying and searching records, although it is still possible to find a record by its magic number.
My Desktop provides easy access to a personalised set of tasks, followups, customer addresses, enquiries, quotes, orders, WIPs, performance indicators and statistics for each user. It is also the standard interface for accessing company, customer and vehicle records, and demonstrator booking facilities. Shortcuts and customised menus can be set up to link to reports and wizards. Finally, team superiors can view the performance and statistics of individuals or whole teams.
To display the My Desktop form:
From the AUTOLINE MASTER MENU, select the CRM option.
The CRM Menu is displayed.
Select the My desktop option.
The My Desktop form is displayed.
The large green panel on the left-hand side of the My Desktop form is the principal means of moving between different functions of the desktop. There are in fact two shortcut panels, stacked on top of each other. CRM Shortcuts is displayed by default and contains four icons as described below. My Shortcuts can be defined for each user in User access control and typically contains icons for Point-of-Sale and Showroom functions. To switch between panels, click the panel switching buttons at the top of the panel area.
My CRM: Displays a form with tabs for accessing a variety of personalised information.
Company: Displays the company record form.
Customer: Displays the customer record form.
Vehicle: Displays the vehicle record form.
Tip: The Company, Customer and Vehicle shortcut icons automatically load the relevant record if a related record of another type has already been loaded. For example, if a customer has been associated with a company, clicking the shortcut icons switches between the two records.
Note: The My CRM icon acquires a red "glow" if there are any outstanding followups for the current user.
The standard menu options and toolbar icons are described below:
Menu Icon Description File > Open Displays the search form for finding company, customer or vehicle records. Equivalent to the Find record field, see below. File > Print menu Contains a sub-menu with options for printing information relevant to the currently viewed form. If a record has been loaded the Contact sheets option becomes available. File > Recent records Allows quick access to the most recently loaded company, customer and vehicle records. The number of records shown is defined in System Parameters and the list is cleared upon exit from My Desktop. File > Recent enquiries Contains sub-menus for Showroom companies which in turn contain lists of the five most recently saved enquiries, updated upon the previous exit from the Showroom module. This information is stored on local PCs so a different list will be displayed if logged on at another terminal. File > Exit Return to the CRM Menu. Reports > [REPORT NAME] See the Reports menu section. Reports > Other Tools > Record Information Displays a form with details of when the current company, customer or vehicle record was created, who created it, the date it was last edited and which user last edited it. This option is unavailable until a record is loaded. Tools > Case file Displays the case file for the current company, customer or vehicle record. This option is unavailable until a record is loaded, or if the current record has no case file. Tools > Demonstrator booking Provides access to a facility for booking vehicles for a sales demonstration. See the Demonstrator Booking and Authorisation in CRM section. Tools > Authorise demonstrator Used in conjunction with the previous option, this allows high priority users to authorise demonstrator vehicle requests and manage conflicting bookings. See the Demonstrator Booking and Authorisation in CRM section. Tools > Lock CRM Locks the current session. This can be used to prevent unauthorised access while a terminal is left unattended. The system will also automatically lock after a number of minutes specified in User access control. The password required to unlock can be set in the User details form in the System Utilities module. Tools > Wizard mode Enables/disables the wizard mode. Wizards present options in a more user-friendly, multi-stage format. Depending on settings in User access control, wizard mode may be enabled by default. Tools > Navigation Contains a sub-menu with options which are equivalent to the icons in the CRM Shortcuts panel. Help > Help Displays help on the current tab or form. Help > Legend Displays a key to the colour-codes used in the current tab or form, if applicable.
Note: Other menu options and toolbar icons are specific to the currently selected tab or form. For descriptions, see the following pages: My CRM, My WIPs, Statistics, Company records, Customer records and Vehicle records.
This field is located at the top of every form accessed via the CRM Shortcuts panel. To use it, either enter keyword(s) in the field and press Return or click the ellipsis button ... at the right-hand end of the field. The search form will be displayed.
If there are any broadcast messages currently active they will be displayed near the top, to the right of the Find Record field.
The status bar, at the very bottom, displays the current CRM Company and today's date when using My CRM functions. While viewing records the magic number is display, along with the current mode (either Display Mode or Edit Mode).
