CRM > Parameters > Aftersales Parameters > General Tab
This area is used to set up lead times for the Aftersales Diary (if Aftersales contact plans are not in use) and set up other general parameters for the Aftersales Diary.
The Lead Times set on this screen are used by the system to populate the Aftersales Diary.
Lead Times can be entered to relate to Service Due dates, MOT and Warranty expiry dates,
along with the User Defined Dates, created within the Enterprise parameters.
To calculate entries into the Aftersales Diary, the system deducts the lead time from the due
date held on the system to create the entry for follow up. Therefore, using the screen above as
an example, a vehicle will flag into the Aftersales Diary for a service reminder call before the
service is due. Lead Times should be entered accurately, and can be adjusted if required to
ensure that the maximum numbers of customers are being retained by the business.
To enter Lead Times into the fields, simply click in the box of the lead time required and enter
the number required. Once the lead times required have been completed, select “Accept” to
store the changes made.
The ‘Include Total on Aftersales Diary’ option should be flagged to ensure that the total number
of contacts due displays within the Aftersales Diary. If this option is not flagged, the number of
outstanding contacts is not displayed.
Aftersales Diary Contact Led Override: Dependent on the access level entered will determine
whether the user can override the contact led process.
Contact Led Diary: Contact Led Parameters when ticked will override normal ASD process by
listing specific types of contact to be dealt with. For example if just service and MOT follow ups
are to be actioned by ticking the box next to service and MOT the diary will only display
service/MOT contacts.
Aftersales Diary Contact Plans: If ‘Contact Plans’ are set up, parameters controlling contact
within that section will override any parameters entered within the ‘Lead Times’ section
discussed and displayed above. The contact plan tab becomes active when the “Aftersales
Diary Contact Plans” box is ticked.
Aftersales Diary Customer Focused: with this turned OFF it will display the customer twice on the Aftersales Diary, if the customer owns 2 vehicles due for an Aftersales Diary. With this turned ON a single line will be displayed with counts for the number of Vehicles and Events against these vehicles.
The Aftersales Diary can set to be exclude Vehicles based on lead times set in the Aftersales
Parameters for the Purchase or Last Workshop Visit dates.
If the exclude option is not ticked then this parameters will then only include vehicles that have either been purchased within the last 36 months OR have been in the workshop within the last 12 months.
So when the exclude option if ticked will exclude all vehicles that do not have a Purchase or Last Workshop Visit date. For example, if the Vehicle Purchase date is greater than 36 months AND the last workshop visit is greater than 12 months from the current date then the records will not be displayed in the Aftersales Diary. So when the exclude option if ticked will exclude all vehicles that do not have a Purchase or Last Workshop Visit date.
Vehicles removed by this process will not be sent any Contact plans if enabled.