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Incorrect Company Records Report

This report is a printed list of all companies with missing details, and provides the following information:

Warning: Care should be taken when setting any company records for deletion. You will need to detach any customers or vehicles from the company before setting the record for deletion.

To produce an incorrect company records report:

Note: Ensure that a suitable printer is selected and is on-line.

  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 Incorrect company records option.

    The Incorrect Company Records (MK) form is displayed.

  5. Complete the form and click OK.

    A report status is displayed, and the report is printed to the currently selected printer.

  6. Click Close.

    You are returned to the CRM DATABASE CLEANSING menu.

Incorrect Company Records (MK) Form

This form is displayed when you select the Incorrect company 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

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