My Customers list

This page is accessed by clicking the Home à Workshop Customers tab. On this page your personal list of customers is located. This list is your own list of customers that repeatedly visit your workshop and is maintained locally (not in a central system) at user level. No one other than the creator of a My Customers list can add, modify or view their list.

Fig. 25: Workshop Customers - My Customers list

1. Import and export options

Since the list is saved locally the import and export functionality is helpful if you want to switch VIDA workstation.

Use the Export button to export the entire My Customers list as a .csv file.

Use the Import button to select a .csv file to import a My Customers list from a local disk drive.

2. List of customers

All customers marked as My Customers are listed here. Add a customer to this list by clicking a icon in front of any customer name in VIDA. The icon will change to and the customer will appear in My Customers list.

Remove a customer from the list by clicking the icon in front of any customer name in VIDA. The icon will change to and the customer will disappear from My Customers list.

The list is structured in the following columns:

Column	Description
Customer Name	By clicking a customer name, the customer details are opened in a new window. If you have access to a DMS , the customer names are fetched from the DMS. If you have access to Volvo Central Database , the customer names are fetched from there. If the vehicle is associated with both Owner and Driver information, the Owner information is shown by default.
VIN	VIN of the vehicle. By clicking a VIN, the vehicle details are opened in a new window.
Model	Model of the vehicle.
Year	Model year of the vehicle.
License Plate	Registration number of the vehicle.
Select button	When clicking the Select button, a vehicle tab for the selected vehicle is opened and you are directed to the List repository view under the Planning tab.

3. Fine-tune vehicle

Once you click a row in the customers list, the VIN and other vehicle profile parameters are automatically populated in the fine-tune vehicle drop-down menus. From here it is possible to fine-tune the profile before you select the vehicle to open the Planning tab.

Note

It is not possible to change vehicles' model or year here. These are fixed and linked with the VIN.

It is possible to send the vehicle profile to the DMS by clicking the Send Vehicle Info to {0} 'DMS' button (not applicable for all DMS).

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