From the Main Shortcut bar, select Customer Follow-up.
Result: The Customer Follow-up window displays with the Customer Message Queue tab selected by default.
Result: The Settings tab displays with the list of existing customer follow-up message forms displayed.
Highlight the customer follow-up message form that you want to edit.
Result: The Edit Follow-up Message window displays.
Edit the following fields, as needed:
Message Name: Required. This name will be used as selection criteria on the Customer Message Queue and Processed Messages tabs.
Default Subject: Required.
Paragraph One: Required.
If desired, edit the number of days to use to calculate the Due Date value and enter the number of days into the Default Due Date Calculation Settings field.
In the case of the default Letters, Scheduled Service Reminder and Recommended Service, this value is only used when the Due Date cannot be calculated automatically. This field is required.
The Due Date is the date in the Customer Message Queue that you can use to determine when to print letters or send email messages.
This value is calculated based on the recommended service interval for the specific vehicle or from the Default Due Date Calculation Settings field.
Note: Since shops have different requirements under different conditions, the decision to print must be made by shop personnel.value and enter the number of days into the Default Due Date Calculation Settings field.
If you want to apply a template to the form, or remove a template that you already applied, use one of the following buttons:
Add Template: This opens the ALLDATA Manage-supplied template in Microsoft Word.
Note: The behavior and layout of the Word window will differ depending on the version of Word that you have installed on your PC.
ALLDATA Manage supports Word 2002 and later versions.
If you are using Word 2002, the insert tool bar displaysabove the data area.\
If you are using Word for Vista, select the Add Ins tab at the top of the window before inserting data.
Add your specific information using Word commands and close the file.
Note: Consult Word Help for assistance with using Word, if needed.
ALLDATA Manage will save the template with the new changes.
Remove Template: Removes the template associated with the message from your system.
Note: If Microsoft Word 2002 or later is not installed on your computer, functions that require Microsoft Word will be deactivated.
To see the Using the Customer Follow Up Feature VIDEO, either:
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