Customer Follow-up Overview
Use the Customer Follow-up feature to manage follow-up messages.
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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.
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ALLDATA® ManageSM system messages are intended to welcome customers, thank them for business, and remind them of scheduled and recommended services.
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These messages cannot be deleted but can be tailored to meet your shop's specific needs.
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User-created messages can be created and tailored using one of two formats:
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ALLDATA Manage Mail Merge
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Using the Microsoft Word Mail Merge functions that are supplied with ALLDATA Manage, these messages can be formatted, labeled, and printed.
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The printed documents can then be mailed out to your customers.
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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.
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ALLDATA® MarketSM Email - This feature is no longer available
To access the customer follow-up messages and options:
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From the View menu or main shortcut bar, select Customer Follow-up.
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Result: The Customer Follow-up window displays with the following tabs: