During the import of CRM data all changes set up as auto update are processed automatically. You have to manually process changed and new records that are withheld; in this case the records are not set up as auto update.
Records with errors are withheld and written in the temporary file buffer, you have to process these records manually also.
The manual processing of withheld records and errors consists of two steps. These steps are assignment and acceptance.
What do you want to do?
Access the Manage profile changes menu
Access the Assign customer record changes form
Access the Assign company record changes form
Access the Assign vehicle record changes form
Access the Accept customer record changes form
Access the Accept company record changes form
Assign or Assign all Sales representative
To access the Manage profile changes menu:
Select from the Main menu the Manufacturer System option, combined with company MB.
The Mercedes-Benz Main Menu is displayed.
Select from the Mercedes-Benz Main Menu, the Menu - Marketing option.
The Mercedes-Benz Marketing menu is displayed.
Select from the Mercedes-Benz Marketing menu the Menu - Retail Interface option.
The Menu - Retail Interface menu is displayed.
Select from the Menu - Retail Interface menu the Manage profile changes option.
The Manage profile changes menu is displayed.
The Manage profile changes menu is displayed after the Manage profile changes option is selected from the Menu - Retail Interface in the Mercedes-Benz Marketing Main menu.
When customer records are withheld for manual processing, the records are first displayed in Assign customer record changes. You must assign these records to a responsible person who has to investigate the profile changes.
To access Assign customer record changes:
Select from Manage profile changes menu the Assign customer record changes option.
The Assign customer record changes form is displayed.
The Manage profile changes menu is displayed after the Manage profile changes option is selected from the Menu - Retail Interface in the Mercedes-Benz Marketing Main menu.
When company records are withheld for manual processing, the records are first displayed in Assign company record changes. You must assign these records to a responsible person who has to investigate the profile changes.
To access Assign company record changes:
Select from Manage profile changes menu the Assign company record changes option.
The Assign company record changes form is displayed.
The Manage profile changes menu is displayed after the Manage profile changes option is selected from the Menu - Retail Interface in the Mercedes-Benz Marketing Main menu.
When vehicle records are withheld for manual processing, the records are first displayed in Assign vehicle record changes. You must assign these records to a responsible person who has to investigate the profile changes.
To access Assign vehicle record changes:
Select from Manage profile changes menu the Assign vehicle record changes option.
The Assign vehicle record changes form is displayed.
The Manage profile changes menu is displayed after the Manage profile changes option is selected from the Menu - Retail Interface in the Mercedes-Benz Marketing Main menu.
When customer records are assigned for further investigation, the records are displayed in Accept customer record changes.
You can update a customer record in CRM or even prevent a customer record from updating. Before processing a customer record in CRM you can select the fields used for updating.
To access Accept customer record changes:
Select from Manage profile changes menu the Accept customer record changes option.
The Accept customer record changes form is displayed.
The Manage profile changes menu is displayed after the Manage profile changes option is selected from the Menu - Retail Interface in the Mercedes-Benz Marketing Main menu.
When company records are assigned for further investigation, the records are displayed in Accept company record changes.
You can update a company record in CRM or even prevent a company record from updating. Before processing a company record in CRM you can select the fields used for updating.
To access Accept company record changes:
Select from Manage profile changes menu the Accept company record changes option.
The Accept company record changes form is displayed.
The Manage profile changes menu is displayed after the Manage profile changes option is selected from the Menu - Retail Interface in the Mercedes-Benz Marketing Main menu.
When vehicle records are assigned for further investigation, the records are displayed in Accept vehicle record changes.
You can update a vehicle record in CRM or even prevent a vehicle record from updating. Before processing a vehicle record in CRM you can select the fields used for updating.
To access Accept vehicle record changes:
Select from Manage profile changes menu the Accept vehicle record changes option.
The Accept vehicle record changes form is displayed.
The Manage profile changes menu is displayed after the Manage profile changes option is selected from the Menu - Retail Interface in the Mercedes-Benz Marketing Main menu.
During the import of data, errors might occur. An example of these errors is for instance list codes cannot be found.
If an error occurs, the record is withheld in the temporary buffer with status error.
To access Error investigation:
Select from Manage profile changes menu the Error investigation option.
The Error investigation form is displayed.
You can change the responsible in the Assign customer record changes, Assign company record changes or Assign vehicle record changes forms.
To change the sales representative:
Click in the Responsible field of the record you wish to change.
The list of responsible persons is displayed.
Select a new responsible person of the list. This person has to investigate the profile changes for acceptance when the record is assigned.
The green arrow indicates on which column the list is sorted.
The assigned responsible receives an e-mail of the assignment. The mail contains the number of profile changes that have to be investigated.
The responsible is standard filled with the Default Responsible of the Retail interface parameters.
You can Assign or Assign all Sales representative in the Assign customer record changes, Assign company record changes or Assign vehicle record changes forms.
When you click the Assign button, the status will change from U (Update) or N (New) to A (Assigned to Sales Representative).
When you click the Assign all button, the status of all listed records will change at once from U (Update) or N (New) to A (Assigned to Sales Representative).
Note: Make sure that the appropriate sales representative is allocated to all records listed.
The responsible person cannot be changed when a record contains the status Assigned to sales representative. However if you want to change the responsible person, click the Assign all or Assign button for the concerning records and a message is displayed.
Record has already been assigned. Should this record be re-assigned?
If you want to undo an assigned record choose Re assign. The status is changed back to new or existing record and the responsible field is cleared. Now you can change the sales representative and reassign the record by clicking the Assign all or Assign button.
If you do not want to alter the concerning record, you can remain the status as it is by choosing Cancel.
You can have duplicate records in the Accept customer record changes or Accept company record changes forms.
It is possible that CRiS sends an assumed new record, because no magic number of Autoline is added to the record in the import file. But the record actually already exists in Autoline.
The 'new' record form CRiS is displayed in the grid as a Duplicates found record and the Autoline record is displayed in the grid as a Duplicate record. Via selecting the record you can view the details displayed on the Compare changes tab.
In this case it would be best to reject the record changes indicated because the record already exists in Autoline. Both the Duplicates found and Duplicate record are removed from the grid.
You can process a record in the Accept customer record changes, Accept company record changes or Accept vehicle record changes forms.
To process a changed record:
Select from the list the record that you want to accept.
Click the Process button.
The record is processed immediately and disappears from the list.
All selected fields in the Compare changes tab are updated in the CRM file.
You can reject a record in the Accept customer record changes, Accept company record changes or Accept vehicle record changes forms.
You do not have to accept proposed changes. You can reject specific records also, particular due to duplicate records.
To reject a changed record:
Select from the list the record that you want to reject.
Click the Reject button.
A message is displayed.
The marketing record will not be updated. Are you sure?
Click Yes, if you do not want to update or create the selected record. The record is automatically removed from the list. In case of duplicates both, the Duplicates found and Duplicate record are removed from the list. The existing record remains unchanged in the CRM file whereas the imported Duplicate found record is deleted.
Click No, if you want to review the selected record.