CRM Phase 3 - Flipbook - Page 52
Structuring an
Ad-hoc
From the CRM
menu select
Reports and
Enquiries
Select
Enquiries
menu
Select the required file to report
on:
Vehicle selection
Customer selection
Customer via location selection
Contact history selection
Fleet spread selection
Service history selection
Build the heading
of the report with
the required fields
Select the If
icon
Select the Field to
be searched
Enter an Operatior
related to the
selection
Operators are:
= Equals
Not equals
> Greater than
< Less than
>= Greater than or equals
