Note: I am told that social CRM support reached out to the customer on these issues. timbre4 - after posting this message and getting a few replies above, I called my CRM Agent myself. They didn't reach out to me before I called them. I'm not saying my Agent isn't doing a good job because since thi...

Spoke with my CRM Agent earlier. We made progress on the phone but not so much on email. Perhaps I need to call him more often. Here is the solution to my issues: On his end, he set the SocialCRM to text the 'Home' number that we've always inputted into Mitchell1. This way, we don't have to re-enter...

Thanks for the reply, Ricmorin. #1 is very confusing to me. Logic tells me that if a number is placed in the home field, it would actually be a Home number and not a textable number. However, for the last 5 years (or more - I've only been here 90 days) phone numbers have always been placed in that b...

Just a thought......Bolt-On Technologies does offer database services. For a fee they would most likely be able to do what you want. It would be worth a call to see if they are willing and if it wasn't too expensive. Awesome!! I was under the impression that Mitchell1 doesn't give you direct access...

First off, we've been with SocialCRM for about 5 weeks so far and well, I'm less than impressed. The feature list is great and the overall idea is great, however.. The execution, how to customize things, documentation and support is severely lacking. All of them are severely lacking. I've been in I....