This report is a printed list of customers with missing details, and provides the following information:
Customer magic number
Linked Customer magic number
Auto Letters
Title (if missing)
Initials (if missing)
Surname(if missing)
Address (if missing)
Post code (if missing)
Home phone (if missing)
Work phone (if missing)
Creating user
Warning: Care should be taken when setting any customer records for deletion. You will need to detach any vehicles from the customer record and transfer or remove any contact history before setting the record for deletion.
To produce an incorrect customer records report:
Note: Ensure that a suitable printer is selected and is on-line.
From the Rev.8 Master Menu, select the CRM option and the Company required.
The CRM menu is displayed.
Select the Reports and enquiries option.
The CRM REPORTS AND ENQUIRIES menu is displayed.
Select the Database cleansing option.
The CRM DATABASE CLEANSING menu is displayed.
Select the Incorrect Customer records option.
The Incorrect Customer Records (MK) form is displayed.
Complete the form and click OK.
A report status is displayed, and the report is printed to the currently selected printer.
Click Close.
You are returned to the CRM DATABASE CLEANSING menu.
This form is displayed when you select the Incorrect Customer records option from the CRM DATABASE CLEANSING menu.
Enter number of previous days: The number of days' records you want to check. For example, if you want to check vehicles created in the last week, the number of previous days is 7.
PUSH BUTTONS:
OK: Prints the report to the currently selected printer
Cancel: Returns you to the CRM DATABASE CLEANSING menu
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
