Use the Customer Follow-up feature to manage follow-up messages.
Messages (user-created or system templates) can be tailored, printed, and sent to your customers at times that you choose, such as after posting invoices or service specials.
ALLDATA® ManageSMsystem messages are intended to welcome customers, thank them for business, and remind them of scheduled and recommended services.
These messages cannot be deleted but can be tailored to meet your shop’s specific needs.
User-created messages can be created and tailored using one of two formats:
ALLDATA Manage Mail Merge
Using the Microsoft Word Mail Merge functions that are supplied with ALLDATA Manage, these messages can be formatted, labeled, and printed.
The printed documents can then be mailed out to your customers.
Note: The buttons for functions that require Microsoft Word appear grayed-out when they are not available. Microsoft Word is required to be installed on your computer with authentication certifications applied for macros before certain functions can be accessed.
ALLDATA® MarketSM Email – This feature is no longer available
To access the customer follow-up messages and options:
From the View menu or main shortcut bar, select Customer Follow-up.
Result: The Customer Follow-up window displays with the following tabs:
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