Customer AutoTracker

Marlin GTX's Autotracker module provides key information about owners and their vehicles.

Autotracker can search for owners and vehicles by registration and surname, given name, mobile number or car make/model and even street name or suburb.

The Autotracker can be accessed by selecting Main > Enquiries > AutoTracker from the menu bar.

The AutoTracker window will open, enabling you to search for owners and vehicles, or specific transaction information.

GTX AutoTracker Search

Main > Enquiries > AutoTracker

GTX's AutoTracker can be used to search for Owners and Vehicles, or individual invoices.

GTX Owner / Vehicle Search

Main > Enquiries > AutoTracker

The top section of the AutoTracker can be used to search for customers and vehicles.

To search for a customer or vehicle, enter your search terms in the Search For field and click on the Refresh icon to the right (or press Enter on the keyboard).

Search results can be filtered by Owner, Registration No. or Vehicle by ticking or unticking the relevant checkboxes below.

GTX Invoice Search

Main > Enquiries > AutoTracker

The bottom section of the AutoTracker can be used to search for invoices.

To search for an invoice, enter your search terms in the Search For field and click on the Refresh icon to the right (or press Enter on the keyboard).

GTX AutoTracker Search Results

Main > Enquiries > AutoTracker > [Search]

Once the search has been performed, the results will be listed in the relevant section.

change the owner name in the invoice search as that is staff member - does that matter? - it's from one of our demo datasets

Double clicking on a result will open the AutoTracker enquiry window, showing further information about the owner, or vehicle.

Vehicles associated with an owner, or owners associated with a vehicle can be viewed by clicking on the relevant tab at the top-left of the module window.

The tabs at the top of the section at the bottom-left of the enquiry can be clicked on to show further information about associated Transactions, Attachments, Inspections, Open Orders and Bookings.

Vehicle registrations can be edited by opening the vehicle tab and clicking on the Modify Registration No. button at the top of the module window.

SMS - if phone number is associated?

Follow-ups
The system will also show you if you have recorded any future follow up reminders.

Make own guide? - "AutoTracker can also be used to merge vehicle registration numbers.

GTX Merging Registration Numbers

Main > Enquiries > AutoTracker ? [Owner / Vehicle Search]

If you discover that you have two owners or vehicle records that are the same, you can merge the records, replacing all occurrences of the current registration number with a selected registration number in all data files.

To merge a registration number, open the vehicle tab of the registration you want to replace and clicking on the Merge Registration No. button at the top of the module window.

The Merge pop-up window will open.

Either enter or use the picker to select the registration to merge it with in the Select a Target Registration No. textbox.

To merge the records, replacing the original registration with the selected target one, click on the Merge button to the bottom-right of the pop-up window.