How to View Which Customers Have Been Contacted for Service/MOT

This guide explains how to track which customers have been contacted for their due Service or MOT using the Navigator system.

Prerequisites

• Ensure you have access to the Marketing Module in Navigator.

Step 1: Access the Marketing Module

1. Navigate to Marketing from the main menu.
2. In the sub-category, select New ACM.

Step 2: Open Reports

1. Click on the Reports option from the toolbar.

Step 3: Generate the Report

1. In the Main Report tab:
   • Select the desired date range for the report.
   • Click the Report button.
2. The system will generate a summary of contacts made during the specified date range.
   • The report will display the number of contacts made via different marketing types, such as SMS, Email, Letters, and Telephone.

Step 4: Review Contact Details

1. Click on the preferred contact method you want to review (e.g., Email).
2. Double-click on the specific contact type to view the details.
   • For example, selecting "Email" will display a detailed list of all customers contacted via email during the chosen period.
   • The report will include key details such as:
     • Customer Name
     • Contact Information
     • Reason for Contact (e.g., Service or MOT)
     • Staff Member responsible for the communication.

Key Features of the Report

• The report provides a detailed breakdown of which customers have been contacted for Service and MOT reminders.
• It tracks contact methods and provides visibility into customer interactions, ensuring no customers are missed.

Tips

• Regularly review these reports to monitor customer outreach efforts.
• Use the information to identify gaps in communication or follow up with customers who may require additional reminders.