CRM Phase 1 - Flipbook - Page 79
Attaching Vehicles to a
Customer Record
16. Introduction
When attaching vehicle records to customers note that each link can be attached to a different customer record,
by selecting each link in turn. Alternatively by selecting the Driver link this will default all three links.
An example would be a fleet vehicle where a different person deals with the servicing side of the vehicle as
opposed to the purchasing side, an example diagram is shown below:
Company
Customer Customer
Customer
Vehicle
A vehicle could be attached to up to 3 different customer9s – for instance, the person
who is responsible for purchasing company vehicle9s, the person responsible for the
aftersales care and the driver/end user.
Attaching Vehicles to a Customer Record
02.002.06.L1 Revision 8.35 18/05/07
Page 79 of 115
