CRM

SocialCRM markets with data from Manager SE
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brianp87
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CRM

Post by brianp87 »

I would like a way to select individual vehicles to be exempt from the crm's sent out.
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ricmorin
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Re: CRM

Post by ricmorin »

Go to the Vehicle Tab and put a check next to "Do not include in CRM campaign".
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brianp87
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Re: CRM

Post by brianp87 »

Mine doesnt have that box?
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Re: CRM

Post by ricmorin »

oooooookkkkkkkkk. SE I presume? I just fired up my 6.3 and it's not there. I'm sure it's on the list of additions. That's how we did it back in 5.9. My thinking is you could gather a list in the meantime and call your agent. I'm sure they can do that manually.
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Re: CRM

Post by brianp87 »

Yes 6.4 se. Who did the beta testing? J/k :lol:
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Re: CRM

Post by ricmorin »

I was one of them. :oops:
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Re: CRM

Post by fortknoxx »

brianp87 wrote:Yes 6.4 se. Who did the beta testing? J/k :lol:
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brianp87
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Re: CRM

Post by brianp87 »

I figured both of you actually. Thats why :lol: I said it.
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Pauls Automotive
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Re: CRM

Post by Pauls Automotive »

I have 6.4 SE and the check box is in the vehicle tab right below the Inspection date.
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Re: CRM

Post by ricmorin »

I still have a copy of 6.3. Not on that one.
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brianp87
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Re: CRM

Post by brianp87 »

Mine doesnt have it anywhere except on the customer tab
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Re: CRM

Post by ricmorin »

Weird. Maybe it was an inter-level introduction. 6.4.?.? :?:
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brianp87
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Re: CRM

Post by brianp87 »

figures I got the faulty one
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Re: CRM

Post by Pauls Automotive »

I'm running 6.4.61.....I will say I did a completely new install and not an upgrade from 6.3 so maybe thats the difference.
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brianp87
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Re: CRM

Post by brianp87 »

Paul I did exactly the sameI went from 5.9 to that version. But i do not have th box.
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Re: CRM

Post by ricmorin »

That doesn't make sense. Same version and one has the box and one doesn't? :?: Somethings amiss.
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Re: CRM

Post by Pauls Automotive »

Brain,

Here is a snap shot of mine.
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CRM.jpg
CRM.jpg (80.18 KiB) Viewed 9672 times
Paul
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brianp87
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Re: CRM

Post by brianp87 »

I cannot figure out how to do a small screen shot so i sent a full one to both your email addresses
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brianp87
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Re: CRM

Post by brianp87 »

i hope I sent them to the right emails
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Pauls Automotive
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Re: CRM

Post by Pauls Automotive »

Brain I got your screenshot. Wow that is weird.....you definately dont have it.......I dont think that is a setting...I'll look around.
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