Insurers, lessors and agencies come from Contacts & Partners
What moves
A vehicle's insurer and lessor and an agency driver's agency are picked from the shared Contacts & Partners list. Fleet keeps the names up to date as they change, follows a merge of two duplicate companies, and can ask Contacts & Partners to resend every name it uses.
Before you start
- Fleet Management in your plan (Contacts & Partners is held by every workspace)
- Fleet in your plan
- Permission to read parties
Step by step
- Fleet managerFleet Management
Opens a vehicle and picks the insurer from the list, or creates a new one from the picker.
You see:The company is shared with other modules, not typed again.
- Contacts administratorContacts & Partners
Renames a company or merges two duplicates.
You see:The change is announced.
- SystemFleet Management
Updates the stored name and repoints vehicles from the merged company to the surviving one.
You see:Vehicles show the right insurer name without anyone editing them.
- Fleet managerFleet Management
Presses Refresh supplier names in settings if a name shows as a dash.
You see:Contacts & Partners resends every name Fleet uses.
Related
- Fleet Management
- Contacts & Partners
- Reminders, handover notices and incident notices reach the right person
- A disposed fixed asset retires the vehicle
- A leaver stops being a driver of record
- A driver's incident report is reviewed and answered
- A driver's licence reminder leads to the new date being recorded
- Connections between modules