CRM Phase 1 - Flipbook - Page 108
22.2
Other Items
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Any additional departments if required.
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A list of departmental manager9s names and logins e.g. Service, Parts and Bodyshop.
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Is location security required?
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Types of My customers selection reports.
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Is Demonstrator Bookings required?
22.3
Miscellaneous Options
Before the Go-Live on Autoline it is strongly advised that all the various 8Look-ups9 provided as standard in
Miscellaneous Options are reviewed. All of these codes can be Created, Amended and Deleted, these are:
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Source of Business codes
Business Type code
Company Status codes
Company Position codes
Contact Type Groups
Contact Type codes
Fleet Category codes
Questionnaire Set Up
Extra Look-up Maintenance codes
Title codes
Loyalty cards
Loan car options
Getting Started
02.014.01.L1 Revision 8.35 18/05/07
Page 108 of 115
