Customer AutoTracker
    • 05 Dec 2024
    • 3 Minutes to read
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    Customer AutoTracker

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    Article summary

    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.

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

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    Note

    When recording information in the planner, there will be times when the system will advise if you are updating an owner, adding an additional owner or creating a new owner, or updating a vehicle, adding an additional vehicle to an owner or creating a new Vehicle. It is important that you answer this prompt correctly so that your Autotracker enquiry can display accurate information about owners and their vehicles.

    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.

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    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.

    Tip

    It is often quickest to search for an owner by mobile number.

    GTX Invoice Search

    Main > Enquiries > AutoTracker

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

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    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.

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    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.

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    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.

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    Tip

    Double clicking on an associated owner or vehicle in the Details list will show further information by opening it as the primary tab in the AutoTracker Enquiry window. The original owner or vehicle will then be listed in the secondary tab and can be returned to by double-clicking on it, the same way you opened the new primary owner vehicle.

    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.

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    Note

    Owner or vehicle information can also be edited by clicking on the Edit button at the bottom-right of the Vehicle Details section.

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    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.

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    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.

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    The Merge pop-up window will open.

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    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.

    Warning!

    Registrations cannot be unmerged, so it is important to double-check which records are being merged.


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