System Environment

Data Extraction

Customer selection for data extraction – Several new extraction programs have been added to the Data Extraction menu for authorized users.  These programs let you select customers and output customer name and address to 30-label sheets, a printed list, or ftp a file that includes vehicle information to your local PC.  The customer selection programs fall into three main categories:

1. Service Customers – This program lets you select customers by the following criteria:
1. Last service visit date
2. Number of visits
3. Customer pay amount
4. Vehicle description
5. Service feedback comments
2. Car Deal Customers – This program lets you select car deal customers in a way similar to the deal selection in Sales Analysis on the Business Office menu: sale date range, sale type, deal status, and vehicle description.
3. Select Customers – Lets you select customer by area code, zip code, or the description of the vehicle they own.

To use this feature, you must be authorized to Customer Selection in the Data Extraction application security.  This authorization must be granted by the dealership ARKONA security officer in User Security on the System Environment menu.

Once authorized, you can use this feature by taking the following steps:

1. Get to the Data Extraction application menu and take option 1=Select by Data Extraction Selection to display the Data Extraction Selection menu.
2. Take option 1=Select by Customer Selection and then take option 1=Select by the type of extraction you want to run.
3. Set your selection criteria and press [ENTER] to run the selection.  Your results are displayed on the screen.  Note: The Distinct option tells the system to only select a customer record one time if they are found in the selection more than once.
4. Use function F10=Select to Display your options and take option 1=Select by the by the output option you want.
5. Key in the printer name or file name and press [ENTER] to create the output.