Configuration: Division Settings
Use the Division Settings screen to configure multiple settings for your division.
To open Division Settings screen anywhere in IntelliDealer and navigate to CRM> Calls> Division Settings from the drop down list.
The settings on this screen were previously accessible from the BRWVAL1 table in the green screen application.
The search field on the Division Settings screen are:
| Field | Description |
|---|---|
| Select Division | Allows you to select the dealership division you want to configure. |
The fields on the Division Settings screen are:
| Field | Description |
|---|---|
| Customer Care - CRM | |
| Use SEARCH2 For Customer Sort Order |
Determines whether the Select Search 1 or 2 field on the Your Customers screen uses the 5-character Search 1 term (switch set to N), or the 10-character Search 2 term (switch set to Y). The Search 1 and Search 2 terms are defined for each customer in the Search 1 and Search 2 fields of the Customer Profile. |
| Log Cancelled Calls | If selected, the system records a call history record for each cancelled call. |
| Call Scheduling |
If selected, the Call Scheduling system is activated and allows the user to access Call Schedule screens in IntelliDealer. If deactivated, the link to these screens does not appear. If this option is activated, the Default Note Type, Note Purpose, Note Result, Follow Up Result and Cancelled Call Result fields appear and are mandatory.. |
| Default Note Type | This field appears only if the Call Scheduling option is activated. It specifies the default note Type used by the system when adding a note to the customer’s call history from the Call History screen in IntelliDealer. See the Types table for details. |
| Default Note Purpose | This field appears only if the Call Scheduling option is activated. It specifies the default note Reason used by the system when adding a note to the customer's call history from the Call History screen in IntelliDealer. See the Reasons table for details. |
| Default Note Result | This field appears only if the Call Scheduling option is activated. It specifies the default note Result used by the system when adding a note to the customer's call history from the Call History screen in IntelliDealer. See the Results table for details. |
| Follow Up Result | This field appears only if the Call Scheduling option is activated. It specifies the default Call Result used by the system when scheduling or following up on a call from the Call History screen in IntelliDealer. See the Results table for details. |
| Cancelled Call Result | This field appears only if the Call Scheduling option is activated. It specifies the default Call Result used by the system when adding a call history record for a cancelled scheduled call. See the Results table for details. |
| Customer Care - Marketing | |
| Default Marketing Type | If the Create call entryfield is activated on the Campaign screen when editing or creating a new marketing campaign, this parameter determines the default call Type assigned to any calls created for the campaign. |
| Default eMail Result | If the Create call entry field is activated on the Campaign screen when editing or creating a new marketing campaign, this field determines the default call Result assigned to any calls created for the campaign. |
| Default Letter Result | If the Create call entry switch is activated and Letter is selected in the Method field on the Campaign screen when editing or creating a new marketing campaign, this field determines the default call Resultassigned to any calls created for the campaign. |
| Default Fax Result | If the Create call entry field is activated and Fax is selected in the Method field on the Campaign screen when editing or creating a new marketing campaign, this field determines the default call Result assigned to any calls created for the campaign. |
| Default Label Result | If the Create call entry field is activated and Label is selected in the Method field on the Campaign screen when editing or creating a new marketing campaign, this field determines the default call Result assigned to any calls created for the campaign. |
| Default Merge File Result | If the Create call entry field is activated and Excel is selected in the Method field on the Campaign screen when editing or creating a new marketing campaign, this field determines the default call result assigned to any calls created for the campaign. |
| Default Call Records Result | This field has yet to be implemented. |
| IntelliDealer - General | |
| Call Detail Lines to Display | Controls the number of call detail lines to display on the Call History screens in IntelliDealer. |
| W/O Warnings Days |
Allow you to determine the number of says to be used for issuing warnings on the Product Support > Service > Supervisor > Work Order Warnings tab for each of the following scenarios:
|
| Factor Discount Into Cost For Profit | This field controls whether the discount applied to the line on the parts invoice is included in the profitability calculation displayed on the Customer Profitability screen. |
| Include Warranty In Profitability | This field controls whether warranty information is included in the profitability calculations displayed on the Customer Profitability screen. |
| Product Support - Service Technician | |
| Capitalize Technician Comments | If activated, comments entered using the Comments button in IntelliTech are capitalized when saved to the work order. |
| User Job Code Hours Instead Of Estimated Hours |
Determines which time is displayed/used in IntellTech and Service Supervisor (Work Order assignment tab). |
| Turn On Default 1st Segment | Activate this switch to default the Based On First Segment check box to checked status on the IntelliTech and Service Supervisor (Work Order Assignment ) screens. |
Use these buttons to complete work on the Division Settings screen are:
| Button | Function |
|---|---|
| Save | Saves the selected settings. |
| Save & Close | Saves the selected settings and closes the screen. |
| Close | Closes the screen without saving. |