CRM Phase 2 - Flipbook - Page 163
STEP
PROCESS
STEP 6
If required it is also possible to record additional customer licence information. Click
on the Driver icon
from the toolbar, the following screen will appear
Complete the necessary fields you wish to record, this should include:
•
•
•
•
Driver number
Licence start date
Expiry
Any convictions if required
Refer to the Autoline help files
for a detailed explanation of fields.
Click on OK.
STEP 7
To complete the booking click on Create
screen.
Creating a Booking with a Customer Loaded
02.011.02.L1 9304E
from within the vehicle booking
Page 163 of 205
