CRM Phase 1 - Flipbook - Page 87
STEP
PROCESS
STEP 4
At the Confirm input prompt select Yes to remove the link.
STEP 5
Repeat the process from step 2 for the other links if required.
STEP 6
Once complete, click on the Save icon from the toolbar.
STEP 7
A system prompt will then be displayed:
Explanation:
Whichever option is taken here the vehicle/customer links are not re-instated to the
vehicle record, you will be detaching the vehicle from the customer.
Retain: Do you wish to record the fact that it was this customer9s previous vehicle?
This will allow you to view 8what vehicle the customer used to own9 by viewing the
8Previous9 vehicle within the Associated vehicles tab within the customer record.
Discard in all other situations, e.g. the customer never previously owned that vehicle
and may have been linked to the customer record incorrectly. By choosing Discard
the retained link will not exist.
Detaching Vehicles from Customer Records
02.002.07.L1 Revision 8.35 18/05/07
Page 87 of 115
