AMPAUTO wrote: ↑

Fri May 05, 2023 6:34 am

Here's a work around that we use, in the unit number column, we put the color in () behind the fleet number. Not sure if that would work for you, but we've never had a conflict with it. Good luck

Thanks for the tip. So you store color in two places? Where it says color and in Fleet #?

We have a few customers with multiple vehicles, same make/model, could be different years or same year. When they call to schedule an appointment they rarely know the year or license plate but they do know the color. Unfortunately COLOR isn't listed on the Vehicle Selection screen nor does it look l...

Looking for an update on this one...viewtopic.php?f=233&t=13996

Okay, I heard it wrong yesterday. This is what I have confirmed today: 1. SocialCRM will generate reminders for vehicle inspections as long as they are valid class 1-3 (light duty) vehicles that we recognize (selected from drop-down lists on Vehicle screen). 2. Reminders will not be generated if a ...

While vehicle maintenance by mileage intervals and outstanding recommendations inside Manager SE are fairly universal across US and Canada, state inspections are not. I believe this is why they aren't factored in the datasets used by SCRM to generate the email reminders. I can re-check with SocialC...

For what it is worth, in our shop, when I finish printing an invoice and the question pops up "Do I want to schedule another appointment?" I will click YES and I can then set up a reminder to contact the owner and set up an appointment for the next inspection, oil change, or whatever. Furthermore, ...

Thanks for the update. Just so I understand correctly, SocialCRM does NOT automatically send an Inspection reminder for any vehicles. If this is the case then it's much worse than my initial understanding of how the automated emails work. If indeed the reminders are sent solely based upon mileage th...

I called CRM Technical Support today on behalf of one of our customers. They never received an email reminder that PA State Inspection was due on his trailer. After reviewing everything that I thought was needed; valid email, state inspection date was set, etc. I called support. Apparently, emails a...

Is anyone else seeing the vehicle model being truncated when scheduling? Scenario: 1. Right-click in the Schedule and choose New Appointment 2. Enter a customer name (if you have multiple customers with the same lastname select one of them) 3. In the Vehicle Selection screen the Model listed is trun...

Is there any update on this one? It really makes it difficult trying to see what has/has not been done on a vehicle. I must agree. It takes a long time to find a history invoice I am looking for. What I have started doing is to make a copy of each invoice as a PDF and send it to a folder. Each fold...

Is there any update on this one? It really makes it difficult trying to see what has/has not been done on a vehicle.

Got it. Thanks!

Since Since v 8.5.1.419 it appears that texting from within a RO has changed. While we haven't isolated every nuance as to what changed but we do know that sometimes your "canned" list (prior to v 8.5.1.419) of text responses shows up and sometimes they don't. As an example, the customer's vehicle h...

nickscarcare wrote: ↑

Tue Feb 14, 2023 1:29 pm

Well hopefully mine goes good, just got new host to be put in with windows 11.

FWIW, we've been running Windows 11 on the host & (2) clients for a few months now without issue.

BTW, I did report it to Support and they confirmed. Just thought I'd report it here as well so others were informed.

Since v 8.5.1.419 the History sort order doesn't return to the same order. 1. Click the History tab from within a repair order 2. Sort on Category 3. Double-click/Open to view History Detail 4. Close History Detail (sort is not retained) 5. Sort on Category again and the order is not the same as the...

GUTHTIRE wrote: ↑

Fri Feb 03, 2023 11:01 am

Not sure how to ask this without sounding like a smart$$$. Why was the WIP changed in the 1st place?

To put it a little more tactfully...can you tell us what future benefit(s) we may glean from the WIP's technology change?

Not sure how to ask this without sounding like a smart$$$. Why was the WIP changed in the 1st place?

Is Microsoft Office ok to use again for emailing within Mitchell? Years ago there were issues and it was recommended that we switch to another email client so we switched to Modzilla thunderbird. I recently installed a new desktop and outlook was defaulted at the time, this is what made me ask abou...

I was told by CRM support that our texts messages needed to archived. While I'm not sure what the impact is of not archiving vs. archiving it would be nice if there was an automated way to Archive. Currently you have to select each text msg thread that you want to archive. Ideally, the system should...