Marketing Vehicle Documents function

The Marketing Vehicle Documents function is available in the CRM module. To enter the CRM module, you must:

Select from the Main menu the CRM option.
Select from the CRM Main menu the My desktop option.
The CRM Main form is displayed.
Select the Edit icon from the Toolbar.

The Marketing Vehicle Documents functionality is available on the CRM Vehicle record. To link a document to a Marketing Vehicle record, you must:

Select with help of the Search function a Vehicle record or create a new Vehicle record.
In case the system is German and if the MB.MS.vhdoc file is available the extra Vehicle documents tab is added to the Marketing Vehicle Record.

Add a new document

The Add button is activated when the user priority is higher than set up in the Mercedes-Benz parameters and if the Vehicle record is in Amend mode. To link a new document to a vehicle, you must:

Select the Add button from the Vehicle documents tab.
The Vehicle document details tab is displayed.
Select the Search function to select a document from the client.
Details of the selected file are taken over in the Document information area.
Complete the fields in the Document information area.
Select the Save icon from the Toolbar.
The document is added in the grid.

From the Vehicle document details form it is possible to view the document as well. To view a document, you must:

Select the Show document icon from the Toolbar.
The file is downloaded from the server and displayed to the user.

Edit or delete document details

Selecting the Edit button it is possible to amend the document details or to update the document on the Autoline server. To Amend document details, you must:

Select the line, which you want to edit from the grid.
Select the Edit button from the tab.
The Vehicle document details form is displayed.

Because the program makes a copy of the document, which was stored on the client and saves it on the Autoline server, it is possible that the original document on the client has been changed. To update the document on the Autoline server as well, select the updated document on the client again with help of the Search function.

When selecting the Save icon from the Toolbar again, a warning message is given. Selecting Yes will copy the document to the server again and update the previous version.

Selecting the Edit button also gives the possibility do delete documents. To delete a document, you must:

Select the line, which you want to edit from the grid.
Select the Edit button from the tab.
The Vehicle document details form is displayed.
Select the Delete option from the Vehicle document details from.
A warning message is displayed; select the Yes button to delete the document.

The document is deleted from the Autoline server and the line is deleted from the grid on the Vehicle documents tab.

Viewing documents

It is possible to view a document. To view a document, you must:

Select the line from the grid that you want to view.
Select the View button from the Vehicle documents tab.
The document is displayed.

The document is transferred to the local directory as specified in the Mercedes-Benz parameters. This local file will then be opened with the default application as registered to the extension of the document.

In case no application is registered for the selected file, the Windows form is displayed. Select from this form the application, which must be used to view the document.

Select the Select the program from a list option and select the OK button to continue.

Select the program from the list and select the OK button to view the document.