How do I send service reminders from Unit Sales?

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Summary

This article explains how to send service reminders.

System Update

On the latest version of the system this processed has been replaced by the Retention Centre. Click How do I use the Retention Centre? HERE for more details

Details

  • Go to "Sales" -> "Vehicle Mailshots".
  • You will see the list of the Standard Workshop mailshots on the system.
  • Select either "Vehicle Service Reminder" or "Vehicle Service Reminder+Label" if you need address labels for the Mailshot letters.
  • Click [Start].
  • Enter the Name of the Service Manager (or the person who will be signing the letters).
  • Enter the From and To dates for the service reminders that you want.
  • Click [Start].

See also


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Keywords AND Misspellings
Service, Reminder, Letter, Send