Generic and Social Media Communications Parameters

With Generic and Social Media Communications function it is possible to save unlimited communication options for each customer or company.

If you have defined additional communications for a customer or company you will be able to select these additional communications all throughout Autoline. However only communications which are not TPS protected will be visible.

In CRM you will be able to select the multiple communications on the Summary tab, the Contact > Customer details tab and the Accounting Open Interface.

In POS the extra communication types are available when you action the printing/email or faxing of estimate and parts invoice. The extra phone/fax and mobile communication details are also available in the Customer Search form when loading a customer.

In Showroom Enquiries and Vehicle stockbooks the extra communication types are available when you action the printing/email or faxing of a document.

What do you want to do?

Add/Delete extra communication for the customer/company.

Generic and Social Media Communications Form

This form is displayed when you click Manufacturer Specific > MB. Mercedes-Benz > Menu - Utilities > Mercedes-Benz parameters and you browse to + Marketing parameters > + Generic and Social Media Communications > [Company] on the Project parameters browser.

Tabs:

General

General Tab

Activation:

Use generic and social media contacts: Select to enable the use of extra CRM communication fields. The extra communication types are described in Setup Communications.

Language: Select which language is displayed in the Description column of the Setup Communications grid.

Setup Communications Grid:

Valid for: Select the record type for this communication type:

T - Target: Valid for customer records.

C - Company: Valid for company records

B - Both: Valid for customer and copmany records.

Communication type: Select one of the available communication types. Valid types are:

P - Phone

M - Mobile

F - Fax

E - E-mail

S - Social media

W - Website

Y - Yes/No

Description: Enter the description for the concerning communication type in the selected language. This description is used as the label in Autoline.

Note: If no description is defined for a language the label for these newly defined fields will be blank.

Validation type: Select which validation rules are executed when the communication type is selected in CRM. Validation options are:

N - None: No validation required.

A - Advisable: Display a message but allow continuation.

M - Mandatory: Display an error message.

Setup Communications Grid Shortcut Menu:

Add: Adds an empty record to the grid for the user to complete.
Delete: Deletes the corresponding record and refreshes the grid.

Adding/Deleting Extra Communications for the Customer/Company

Here you can add or delete all the extra communication details for each customer or company.

To add/delete extra communication for the customer/company:

On the master menu, select CRM > My Desktop and load a customer/company.

The Customer Record form/Company Record form is displayed.
Click the File > Edit menu bar command and click the Customer/Company tab.

Do one of the following (a or b):
1. Add an extra communication type
  1. Click the Plus button in the header of the Communications grid.
    
    A list with available communication types is displayed.
  2. Select the communication type required and complete the gridline with the extra information.
2. Delete an extra communication type
  1. Click the Delete button next to the extra communication to be cleared.
    
    A message is displayed.
  2. Click Yes.
Click the File > Save menu bar command.

The changes to the record are saved.

Note: The extra email communication type provide the possibility of adding a generic email address for a company, for example, info@company.com

Note: Currently all extra multi media and website details are not used in any way. It is available for reporting purposes only.