Next toolbar button.The Find Customer Enquiries form is displayed by clicking the Recall Enquiry button on the Showroom Customer Enquiries form.
The form provides a number of different search criteria to help locate previously created enquiries. Only one method can be used to filter the list of enquiries. Select the option (radio) button that corresponds to the chosen criterion and enter the appropriate information in the adjacent fields. Then select Next from the View menu or click the Next toolbar button.
The options are as follows:
That are in progress: Select this option if the enquiry to be recalled was stored as in progress.
That are my enquiries: Select this option if the enquiry to be recalled was created by, or assigned to, the current user.
That have been used today
For customer: Click the ellipsis button ... to search for the customer for whom the enquiry was created.
Note: Enquiry or quotation recalled via this method only can be deleted in the Showroom Enquiry Search Results . Deleting removes the related statistics. However, the Enquiry events remains in CRM Today's performance.
For stock vehicle: Vehicle Stockbook number of the vehicle for which the enquiry was created.
Made between dates: Start and end dates to specify the period during which the enquiry was created. Click the ellipsis buttons ... to select dates using pop-up calendars.
That are status: Select a status code from the drop-down list to recall an enquiry of a specific type (for example quotes, orders, invoices, and so on.)
With reference: Number of the enquiry to be recalled.
For company: Click the ellipsis button to search for the company associated with enquiry to be recalled.
Made in branch: Select the branch from the drop-down list at which the enquiry was created.
With trade-in registration: Registration number of the customer vehicle included in the enquiry to be recalled.
Where the customer order number is: Order number of the enquiry.
For sales exec: Required sales executive, selected from the
drop-down list. Executives displayed in the list are members of the same Showroom Sales Team as the logged-in user. If no Teams exist this method of search is unavailable.
Just show all of them: Displays all enquiries since the last time the quote file was consolidated.
Note: When you exit an enquiry you are returned to the previous stage, either from the Enquiry to the Enquiry Search Results, or selecting Previous from the Enquiry Search Results to the search method in Find Customer Enquiries.
Buttons:
Button Icon Description Previous Navigate back to the Customer Enquiries form. Next Displays the Enquiry Results for the selected search method.
Menu Options:
Menu Icon Description View > Previous Returns you to the Customer Enquiries form. View > Next Displays the Enquiry Results for the selected search method. Tools > Reprint quotes Enables you to reprint a selected quotation from the Document archive module. Tools > Reprint order Enables you to reprint a selected orders from the Document archive module. Tools > Reprint Invoices Enables you to reprint a selected Invoices from the Document archive module if you are using MKV mode. Tools > Supplementary invoicing Supplementary invoicing, is the same as the option on the Showroom Main Menu. Help > Help Displays this help page. Alternatively, press F1.
