Index A B C D E F G H I L M N O P Q R S T U V W A Abnormal Shutdown About TrakMate for Windows Action Plan/Comment/Misc. Information Form Add/Edit Prospects Advanced Button Advertising Source Report, Details Advertising Source Report, Introduction Advertising Source Appendix Appraisal Process When Auto Insert Automatic Letter Mail Merge Avoid or Deal With Objections B Back To Basics Backing Up Daily Backing Up Backup Data Backup Files Backup Guidelines Backup Problems Be-Back Before You Begin Buyer Type Report, Details Buyer Type Report, Introduction C Cautions Changing Existing Information Common Questions Compact Data Configuration Form Contents Create/Edit Letters Create/Recreate Remote CTRL D Function Customer Follow-up After Sales Customer ID Creation Customer ID Customer Support Cut/Copy/Paste D Daily Recap of Floor Traffic, Details Daily Recap of Floor Traffic, Introduction Daily Routine of an Input Administrator Daily/Monthly Recap of Deals Sold, Details Daily/Monthly Recap of Deals Sold, Introduction Damage Dates, Entering Delete DRP prospect records Deleting a Prospect Record Demo Version Demonstration Different Levels of Security E Edit Survey Questions Edit System Configuration Editing Security Editor Functions Email Field on Prospect Form Email Letter Settings Email Tab Email, Set Letter As End Mileage Error Messages/Solutions Error Messages Export Basic Fields Export Comma Delimited Format Export Facility Options Export Facility Export Fixed Length File Format Export/Import F File Import Utility Formatted Disks G General Information Greeter Security H Handling Contacts UPS Handling CSI Ratings Handling Disks Hard Disk Problems Hardware Requirements Hassle-Free Deals Help Hint Box for Help Hint Box, Prospects Screen Hint Box, Telephone Survey Hint Box Hints Box, Using How to do an Appraisal How to Fill Out an UPS Card I Import and Export Facilities Import Considerations Import File - TMIMPORT.DAT Installation Considerations Installation Introduction L Labeling Disks Labels/Envelopes Form Labels/Envelopes Print Options Lease Payoff Leases or Contracts Due, Details Leases or Contracts Due, Introduction Letter Type Letters - Adding and Deleting Fields Letters - Models Letters - Special Fields Letters Information Form Level Break List of Field Names List of Program Files Locating Existing Prospects Logging Off the System M Mail Merge Suggested Model Letters Mail Merge, Automatic Letter Mail Merge Main Desktop Makes and Models, Printable Makes and Models Manager Security Manager's Configuration Form, Printable Manager's Configuration Form Manager's Daily Work Plan, Details Manager's Daily Work Plan, Introduction Maturity Date, Field Name Maturity Date, keyed off of Maturity Date, Sold Letters Maturity Date Menu Programs Mileage N Network Installation New Pospect Information New Prospect Now Function O Optional Reports - Change Optional Reports - Delete Optional Reports - Examples Optional Reports - Flag Optional Reports - List Optional Reports - Order By Optional Reports - Print Optional Reports - Retrieve Optional Reports - Save Optional Reports - Select Optional Reports, Details Optional Reports, Introduction Owner Follow-up Plan, Details Owner Follow-up Plan Owner Follow-up Work Plan, Introduction Owner Follow-up Work Plan P Password Permissions Form Power Failure Prefix Presentation Print Labels for Letters Print Labels/Envelopes Print Letters Productivity Report Steps to a Sale, Details Productivity Report, Introduction Program Files Prospect Information Forms Prospect Information Forms Prospects Lookup Screen, Using Prospects Lookup Screen Q Qualify a Customer Quick Reference R RCD Field RCD, Button RCD, Field Name RCD, Letters RCD Reason for an Appraisal Reasons for Backup Recap of End-of-Month Floor Traffic, Details Recap of End-of-Month Floor Traffic, Introduction Recontact Date Field Recontact Date Pre-programmed Recontact Date Rigid Schedule Recontact Date, Button Recontact Date, Field Name Recontact Date, Letters Recontact Date Repair Data Report Menu Report Summary Reports Required Fields in Setting up a Customer File Responsiblilties of Administrators Responsiblilties of Management Responsiblilties of Salespeople Restore Data From Floppy Disk Running TMW For The First Time S Salesperson Daily Work Plan Style 2, Details Salesperson Daily Work Plan, Details Salesperson Review Salesperson Security Salesperson's Configuration Form, Printable Salesperson's Configuration Form Salesperson's Daily Work Plan Style 2, Introduction Salesperson's Daily Work Plan, Introduction Salesperson's Daily Work Plan Salutation, Field Name Salutation Sample "CSI Questionnaire Post Card" Sample "CSI" Letter Sample "Follow Up After Sales + Questionnaire" Letter Sample "Memo Owner Follow-up" Letter Sample "Prospect Follow Up - 48 Hours from Manager" Letter Sample "Prospect Follow Up 24 Hours from Manager" Letter Sample "Prospect Follow Up -24 Hours" Letter Sample "Sales Follow-up 1" Letter Sample "Sales Follow-up 2" Letter Sample "Sales Follow-up Thank You Referral Request" Letter Sample "Sales Follow-up" Letter Sample "Salesperson Introduction 1" Letter Sample "Salesperson Introduction 2" Letter Sample "Salesperson Introduction 3" Letter Sample "Salesperson Introduction 4" Letter Sample "Service Follow-up 1" Letter Sample "Service Warranty Follow-up 1" Letter Sample "Service Warranty Follow-up 2" Letter Sample "SF3 Questionnaire Text" Letter Sample of Advertising Source Report Sample of Buyer Type Report Sample of Daily Recap of Floor Traffic Sample of Daily/Monthly Recap of Deals Sold Sample of Leases or Contracts Due Sample of Manager's Daily Work Plan Recap (Second) Sample of Manager's Daily Work Plan Recap Sample of Owner Follow-up Work Plan Sample of Productivity Report Steps to a Sale Sample of Recap of End of the Month Floor Traffic (Second) Sample of Recap of End-of-Month Floor Traffic (First) Sample of Salesperson Daily Work Plan Style 2 Sample of Salesperson Daily Work Plan Sample of Short Version of Daily Work Plan Sample of Summary of Dealers Service Packages Sample of Summary of Sales Performance Sample of Telephone Satisfaction Report (First) Sample of Telephone Satisfaction Report (Second) Save Letter Defaults Security Level 0 Security Level 1 Security Level 2 Security Level 3 Security Levels Security Options, Levels Security Options Security Tab Demo Setting Up a New Prospect Setup Short Version of Daily Work Plan, Details Short Version of Daily Work Plan, Introduction Source Field Assignments for Advertising, Printable Source Field Assignments for Advertising Special Purpose Keys and Codes Spell Check Starting the Program Statistical & Pkgs Information Form Statistics History or Today's Data Storing Disks Summary of Dealer Service Packages Report, Details Summary of Dealer Service Packages Report, Introduction Summary of Sales Performance, Details Summary of Sales Performance, Introduction Synching Optional Reports System Shutdown T Technical Support Telephone Satisfaction Report, Details Telephone Satisfaction Report, Introduction Telephone Satisfaction Survey, How to Use Telephone Satisfaction Survey, What is Telephone Survey Ten Steps to a Sale The Prospect Form Today Function Trade Plus Negotation Trade-in 1 Mileage Trade-in 2 Mileage TrakMate’s Network Version Security TrakMate’s Single User Version Security TrakMate's Security Types of UPS U UP Types Updating Printed Letters UPS Card, Entering Data From UPS Card, Prospect Information UPS Card Using Disks V Vehicles/Trade/Negotiate Information Form Viruses and Virus Protection Software W What You Need to Run TRAKMATE When to do an Appraisal Word Processing Edit Keystrokes WordPerfect Secondary Merge Format Index