Memo Pad
The memo pad contains a summary of informative texts about the customer or vehicle.
Depending on Customizing, you can display different information for different order types.
For example, when a service advisor creates a service order, the memo pad can display vehicle-related information. If the sales representative creates a quotation, the memo pad can display customer and vehicle related information, for example open quotations and customer texts.
The memo pad displays information such as:
- General customer data
- Open recalls
- Warranties
- Vehicle Service History (see Vehicle Service History)
- Customer texts
- Vehicle texts
- Customer complaints
Integration
You can display the memo pad from the VSS order by choosing Environment > Memo Pad. You can make user-specific settings for the content, layout, and text attributes.
This information can also be found in the wizard (see Wizard) on the Memo Pad tab page. In the VSS order, you can call the wizard by choosing Environment > Wizard from the menu or by choosing the Wizard pushbutton.
In Customizing for Vehicle Sales and Service (VSS) under Customer Data Management > Dynamic Sheet, you can define content objects, styles, and layouts for the memo pad. In Customizing for Vehicle Sales and Service (VSS) under Text Control > Control Memo Pad, you can specify which information is displayed in the memo pad.