TCSAcctCallSumm
Customer Calls Summary
ACME TRUCK SERVICING LTD
From first account to last account, all client managers, all call categories, all call types
All control accounts
Any status calls dated from 01 Jan 2008 to the end, excluding call notes, ordered by account alpha key
Account Name
Account
Location Address
10350
Tel Number: (07) 855-1035
Manager: Terry Williams
Category: Waikato/Bay of Plenty
Davies Transport
Call Date:
and Value:
02 Feb 2009
Payment Over Due
3,250.84
Contact Name:
Call Status:
Contacted By:
Open
David Green
Ron Davies
Type of Call:
Advised that credit facilities will be withdrawn if overdue balance is not paid by 20 Feb.
Subject:
Action:
20 Feb 2009
Place account on "Cash" basis if overdaue balance still outstanding.
11480
Tel Number: (06) 358-1001
Manager: Garry Smith
Category: Manawatu/Wanganui
Highways Freight Services Ltd
Call Date:
15 Feb 2008
Sales Call
Contact Name:
Call Status:
Contacted By:
Complete
Garry Smith
Gerald Jones
Type of Call:
| Introductory call to advise we now hope to visit our out of town customers on a regular, probably 2 or 3 |
| monthly basis. Gerald welcomed the opportunity to discuss our product offerings, but would like to see |
| service department personnel visit as well. |
Subject:
Action:
20 Feb 2008
Phone and ascertain call preference, ie. 2 or 3 monthly.
Call Date:
15 May 2008
Sales Call
Contact Name:
Call Status:
Contacted By:
Complete
Garry Smith
Gerald Jones
Type of Call:
| Discussed availability of better discounts for bulk purchases of parts and components. Gerald has a |
| particular interest in trailer spares. |
Subject:
Action:
22 May 2008
Confirm discount arrangements in writing.
Call Date:
14 Aug 2008
Sales Call
Contact Name:
Call Status:
Contacted By:
Complete
Garry Smith
Gerald Jones
Type of Call:
| Gerald more than happy with discount arrangement. Advised that likely to be 4 or 5 more vehicles |
| operating out of central depot next year. |
Subject:
Call Date:
14 Nov 2008
Sales Call
Contact Name:
Call Status:
Contacted By:
Open
Garry Smith
Gerald Jones
Type of Call:
| Last call for this year so delivered calendar and Xmas greetings. With additional vehicles here next year, |
| considering a standing order for filters, etc. |
Subject:
Action:
26 Nov 2008
Prepare quote for monthly filter shipments.
11650
Tel Number: (06) 325-1165
Manager: Garry Smith
Category: Manawatu/Wanganui
Rangitikei Transport Co
Call Date:
14 Feb 2008
Sales Call
Contact Name:
Call Status:
Contacted By:
Complete
Garry Smith
Alan Clark
Type of Call:
| Introductory call to advise we now hope to visit our out of town customers on a regular, probably 2 or 3 |
| monthly basis. Alan requested price lists for brake parts, etc. |
Subject:
Action:
18 Feb 2008
Send brake parts pricelist to Alan.
20 Feb 2008
Phone and ascertain call preference, ie. 2 or 3 monthly.
Call Date:
16 May 2008
Sales Call
Contact Name:
Call Status:
Contacted By:
Complete
Garry Smith
Alan Clark
Type of Call:
Page 1 of 2
Printed on 13 Feb 2009 at 04:13 PM
TCSAcctCallSumm
Customer Calls Summary
ACME TRUCK SERVICING LTD
Account Name
Account
Location Address
11650
Rangitikei Transport Co (Cont.)
| Discussed problems they have had recently with the quality of some of the brake linings we have supplied. |
| Undertook to raise their concerns with our supplier. |
Subject:
Action:
20 May 2008
Contact Australian Brake Corp re linings quality.
Call Date:
15 Aug 2008
Sales Call
Contact Name:
Call Status:
Contacted By:
Complete
Garry Smith
Alan Clark
Type of Call:
Alan advised there had been no further problems with brake linings. Business is very slow at present.
Subject:
Call Date:
15 Nov 2008
Sales Call
Contact Name:
Call Status:
Contacted By:
Open
Garry Smith
Alan Clark
Type of Call:
| Last call for this year so delivered calendar and Xmas greetings. Alan advised that they will be introducing |
| more trailers into their fleet next year, and requested pricelist for the spares that we can supply. |
Subject:
Action:
20 Nov 2008
Send trailer spares pricelist to Alan.
11890
Tel Number: (09) 595-1890
Manager: Chris Jones
Category: Auckland
Transport NZ Ltd
Call Date:
and Value:
23 Jan 2009
Payment Over Due
2,671.85
Contact Name:
Call Status:
Contacted By:
Complete
David Green
Steven Rhoades
Type of Call:
Phoned Steve about their overdue account. Promised to clear by the end of this month.
Subject:
Action:
02 Feb 2009
Check to see if overdue balance has been paid.
11900
Tel Number: (06) 553-1001
Manager: Garry Smith
Category: Manawatu/Wanganui
Wanganui Transport Ltd
Call Date:
14 Feb 2008
Sales Call
Contact Name:
Call Status:
Contacted By:
Complete
Garry Smith
Rob Brown
Type of Call:
| Introductory call to advise we now hope to visit our out of town customers on a regular, probably 2 or 3 |
| monthly basis. |
Subject:
Action:
20 Feb 2008
Phone and ascertain call preference, ie. 2 or 3 monthly.
Call Date:
16 May 2008
Sales Call
Contact Name:
Call Status:
Contacted By:
Complete
Garry Smith
Rob Brown
Type of Call:
| Rob queried the availability of better discounts, particularly for any bulk purchases of parts now they are |
| doing most of their own servicing. |
Subject:
Action:
22 May 2008
Present discount proposals in writing.
Call Date:
15 Aug 2008
Sales Call
Contact Name:
Call Status:
Contacted By:
Complete
Garry Smith
Terry Jamieson
Type of Call:
Rob absent, been called away at short notice. Terry not aware of any issues at present.
Subject:
Call Date:
15 Nov 2008
Sales Call
Contact Name:
Call Status:
Contacted By:
Complete
Garry Smith
Rob Brown
Type of Call:
Last visit for this year so delivered calendar and Xmas greetings.
Subject:
Page 2 of 2
Printed on 13 Feb 2009 at 04:13 PM