Use the Customer Follow-up feature to manage follow-up messages.

• 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.

• ALLDATA^® Manage^SM system messages are intended to welcome customers, thank them for business, and remind them of scheduled and recommended services.

  • These messages cannot be deleted but can be tailored to meet your shop's specific needs.

• User-created messages can be created and tailored using one of two formats:

• ALLDATA Manage Mail Merge

  • Using the Microsoft Word Mail Merge functions that are supplied with ALLDATA Manage, these messages can be formatted, labeled, and printed.

    • The printed documents can then be mailed out to your customers.

    • 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.

• ALLDATA^® Market^SM Email - This feature is no longer available

To access the customer follow-up messages and options:

• From the View menu or main shortcut bar, select Customer Follow-up.

• Result: The Customer Follow-up window displays with the following tabs:

  • Customer Message Queue

  • Processed Messages

  • Settings