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Transfer Service History

This is an update that transfers the service history of one vehicle record onto another record.

There is no print out or display produced.

Warning: Care should be taken when setting any vehicle records for deletion. You will need to detach any customers from the vehicle record and transfer any service history before setting the record for deletion.

To run a transfer service history update:

  1. From the Rev.8 Master Menu, select the CRM option and the Company required.

    The CRM menu is displayed.

  2. Select the Reports and enquiries option.

    The CRM REPORTS AND ENQUIRIES menu is displayed.

  3. Select the Database cleansing option.

    The CRM DATABASE CLEANSING menu is displayed.

  4. Select the Transfer service history option.

    The Transfer service history (MK) form is displayed.

  5. Complete the form and click OK.

    A report status is displayed confirming that the update has taken place.

  6. Click Close.

    You are returned to the CRM DATABASE CLEANSING menu.

Transfer Service History (MK) Form

This form is displayed when you select the Transfer service history option from the CRM DATABASE CLEANSING menu.

Source vehicle magic No.: Enter the magic number of the vehicle from which you want to remove the service history.

Destination vehicle magic No.: Enter the magic number of the vehicle to which you want to transfer the service history.

PUSH BUTTONS:

OK: Runs the update

Warning: The service history is transferred immediately you click OK, so care must be taken that you have entered the correct vehicle numbers. Clicking OK transfers all the service history from one vehicle record to the other.

Cancel: Returns you to the CRM DATABASE CLEANSING menu without transferring the service history

Help: Displays help on the current program using the default browser

Schedule: Displays the Timed Operations scheduler

Add to batch: Displays an Add report to batch form in which a report may be batched for printing in a report group

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