From the Main Menu, choose Customer Management and then Customer Maintenance.

Enter your search criteria and press Search.

If more than one customer fitting the criteria is found, you will be prompted with a list of customers. Choose the appropriate customer. If only one customer was found, the Customer Maintenance screen will be displayed.

Name, Address, City, State, Zip These fields will be printed on the reminder card, and are also required fields on the Bay Screen when creating an invoice for a customer. Thus, this information should always be filled in.

If a customer is unwilling to provide address information, or if this information is unavailable, you should populate these fields with a “1” in each. This will satisfy the requirements for creating an invoice, and will also allow for easy sorting in case any “junk” addresses are printed on reminder cards, thus saving postage.

Title You can choose an appropriate title but this has no functionality.

Phone, Fax, Email These fields are optional.

Notes This field simply provides an area for customer notes. It appears on the “Extended Customer Information” screen when you are checking in a customer, and thus is not as useful as the two Customer Comments fields below this.

Reminder Period When an invoice is generated for a customer from the Bay Screen, that is when the reminder period is selected (90 days, etc). If you wish to change the reminder period AFTER the invoice had been generated, press the arrow and select the appropriate reminder period. The next reminder date will be updated immediately.

Comments These comments fields that will appear on the Customer Information screen when checking in a vehicle.

Vehicle Button This will display the Vehicle Information screen, as described in the next section.

LR Maint This button allows you to reset the Visit Counter for the “Buy X Get 1 Free” promotion.

Sticker Button This allows you to set the customer’s custom sticker month and mileage recommendations.

From the Main Menu, choose Customer Management and then Vehicle Maintenance.

Enter your search criteria and press Search.

If more than one vehicle fitting the criteria is found, you will be prompted with a list of vehicles. Choose the appropriate vehicle. If only one vehicle was found, the Vehicle Maintenance screen will be displayed.

Note the “Check Chart Active” message in blue next to the vehicle year. This indicates that the Year, Make, Model, and Engine choices were selected correctly from the menus. Thus, Chek-Chart data for this vehicle will be available. Otherwise, it will say “Chek-Chart Not Active”.

You can also assign the vehicle to a fleet account at this time by pressing the arrow next to the Fleet Name field.

The Vehicle Notes field has no functionality beyond this screen.

From the Main Menu, go to Customer Management then Reminder Cards. All cards have the same configuration options.

First, Second, Third Reminder Cards By default first reminder cards will go out 90 days after the service was performed. This can be changed to either ask for a date range or set to default by going to System Management, General Setup, Reminder Card Setup. Second and Third reminders time frames can’t be changed and are sent 120 and 150 days after service was performed and will only print if the customer has not returned.

Selection Date This is the RETURN date of the customers. So, in this example, it’s nearing the end of August. We want to print and mail the reminder cards for the first two weeks of September. This is the date we typed in here. Note that any customer who has a return date prior to this date, and who has not received a reminder card, will be printed.

Max. Num Reminder Cards This prevents the computer from churning out too many cards in one batch. On older systems with pin printers, if too many cards printed at once the printer would go out of alignment. This is not an issue with Laser printers.

Card Type This is set from the System Management, General Setup Options, Reminder Cards section – please call Sage Support for assistance in setting the card type.

Change Message This will allow you to view or change the message that will print on the cards. Click OK when done

Zip Code Separator This will sort the cards by zip code and print a blank sheet between them. This is useful to separate out any “junk” zip code customers who are from out of town. Zip codes of “1” will not print in either case.

Print Mail Stamp Choose Yes here if you have a “Permit Imprint Advance Deposit Account” assigned from the USPS, and fill in the appropriate fields.

Test Align Perform a Test Align to make sure the cards are inserted and lined up correctly. This is especially important for pin-fed reminder cards. Use this as many times as necessary to ensure that the cards will print correctly the first time.

Print When you’re ready to print your cards, press Print. QuickTouch will lead you through a series of steps to make sure that all of your cards print correctly, and if they didn’t, which ones to reprint

After clicking Print, you will be prompted with how many cards will be printed. Click Yes to print the cards.

The cards will print. WAIT UNTIL THE PRINTING COMPLETES. When complete, you will be asked if the cards all printed successfully. If they did, press Yes. Please Note: Once you indicate that they printed successfully, you will be unable to reprint them.

If the cards jammed or did not finish, say NO. You will be led through a series of screens to print the remaining cards. Say YES to reprint, press Continue, and then enter which license plate last printed successfully. The rest of the cards will print, and you will be asked if it successfully completed this time. Continue until you are finished.

Thank You Cards Thank You Cards are sent to customers 45 days after their visit. This number cannot be changed, however you can change the date of the computer to print the cards sooner. Please contact Sage Technical Support if you are interested in doing this.

From the Main Menu, choose Customer Management and then Vehicle History.

Enter your search criteria and press Search.

If more than one vehicle fitting the criteria is found, you will be prompted with a list of vehicles. Choose the appropriate vehicle. If only one vehicle was found, the Vehicle History screen will be displayed.

This will display the Vehicle History screen, from which you can view the complete customer history, parts and services, statistics, and reprint invoices. You can search by License Plate or Name.

Note that you can also access vehicle history through the Customer Maintenance and Bay Screen areas. These other areas will provide more search criteria to widen or narrow your searches.

Parts Press the Parts button to view parts details under each service. This will indicate information such as the quantity used, as well as any parts that were sold outside of a service.

Print This will print the entire service history for the vehicle.

Stats This will display service and visit statistics for the vehicle.

Reprint Invoice You can reprint a particular invoice by pressing on the Invoice # button for the appropriate invoice. Pressing the button will display more detailed information on the screen, from which you can reprint the entire invoice.

Note: Converted invoices from the DOS or other systems cannot be reprinted. You are only able to reprint converted service history.

From the Main Menu, choose Customer Management, then Sage Service Manual. You will immediately be prompted to select the year for your vehicle followed by selection windows for the rest of the vehicle details

Search Will open service information for your vehicle.

Selection Buttons Allows you to select specific section of the manual to view.

Print All of the currently selected pages will print. In the screenshot example, “Full Report” has been selected and there are 11 pages to print, indicated by the bottom right-hand corner of the screen.

Key Menu Item Opens a window containing a key to all the codes used in the SSM with the option to print.

From the Main Menu, choose Customer Management, then Delete City Function.

Type in the zip code effected and press the arrow.

If more than one city for the zip code is found, you will be presented a list. You can choose which city to delete.

Once deleted, the zip code can be re-entered through any customer maintenance screen.

From the Main Menu, choose Customer Management, More Customer Management and then History Merge.

You have the option to delete the “bad” license, which you will usually want to do. You also have the option to merge the loyalty reward information, this will also usually be done.

Press Merge History when you’re ready and the merge and deletion of the bad license will occur immediately.

In this example, a technician checked a customer in with the incorrect license plate, ABC132, and you want to delete this and merge the visit into the correct license plate, ABC123.

LR Only Use the LR Only button if you want to keep both vehicles in the system but want to ONLY merge the loyalty rewards. An example of when you will use this is if a family owns several cars but wants to merge the loyalty rewards all into one car (say, a kid taking a car to college).

From the Main Menu, choose Customer Management, More Customer Management and then MailMark Export.

Export This will create a MailMark.txt text document in the C:\MailMark folder.

To configure the MailMark interface in QuickTouch:

·        Go into each service that MailMark will use. In Service Maintenance, go forward to page 5 and look for the MailMark option. Select the appropriate code. (i.e., Full Service = FS)

·        Go into General Setup, Export Setup and enter the MailMark information that MailMark provides.

·        Create a Security Group called MailMark that has security access to the export function only and an employee named MailMark, code 99, password 9999999, and assign this employee to the MailMark security group.