CRM
- ricmorin
- 5K Holy Smokes Contributor
- Posts: 5968
- Joined: Mon Jul 25, 2005 10:11 am
- Location: New Hampshire
- Contact:
Re: CRM
Go to the Vehicle Tab and put a check next to "Do not include in CRM campaign".
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com
I find my life is a lot easier when I use Special Orders
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com
I find my life is a lot easier when I use Special Orders
- ricmorin
- 5K Holy Smokes Contributor
- Posts: 5968
- Joined: Mon Jul 25, 2005 10:11 am
- Location: New Hampshire
- Contact:
Re: CRM
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.
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com
I find my life is a lot easier when I use Special Orders
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com
I find my life is a lot easier when I use Special Orders
- ricmorin
- 5K Holy Smokes Contributor
- Posts: 5968
- Joined: Mon Jul 25, 2005 10:11 am
- Location: New Hampshire
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Re: CRM
I was one of them.
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com
I find my life is a lot easier when I use Special Orders
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com
I find my life is a lot easier when I use Special Orders
- Pauls Automotive
- 1000 Club: Interstellar
- Posts: 1415
- Joined: Wed May 24, 2006 6:32 am
- Location: Baltimore Maryland
- Contact:
Re: CRM
I have 6.4 SE and the check box is in the vehicle tab right below the Inspection date.
Paul
Pauls Automotive
6318 Falls Road
Baltimore, Md 21209
410-825-2224
paul@paulsauto.com
TRUE HAPPINESS IS WITHIN YOU
Pauls Automotive
6318 Falls Road
Baltimore, Md 21209
410-825-2224
paul@paulsauto.com
TRUE HAPPINESS IS WITHIN YOU
- ricmorin
- 5K Holy Smokes Contributor
- Posts: 5968
- Joined: Mon Jul 25, 2005 10:11 am
- Location: New Hampshire
- Contact:
Re: CRM
I still have a copy of 6.3. Not on that one.
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com
I find my life is a lot easier when I use Special Orders
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com
I find my life is a lot easier when I use Special Orders
- ricmorin
- 5K Holy Smokes Contributor
- Posts: 5968
- Joined: Mon Jul 25, 2005 10:11 am
- Location: New Hampshire
- Contact:
Re: CRM
Weird. Maybe it was an inter-level introduction. 6.4.?.?
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com
I find my life is a lot easier when I use Special Orders
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com
I find my life is a lot easier when I use Special Orders
- Pauls Automotive
- 1000 Club: Interstellar
- Posts: 1415
- Joined: Wed May 24, 2006 6:32 am
- Location: Baltimore Maryland
- Contact:
Re: CRM
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.
Paul
Pauls Automotive
6318 Falls Road
Baltimore, Md 21209
410-825-2224
paul@paulsauto.com
TRUE HAPPINESS IS WITHIN YOU
Pauls Automotive
6318 Falls Road
Baltimore, Md 21209
410-825-2224
paul@paulsauto.com
TRUE HAPPINESS IS WITHIN YOU
- ricmorin
- 5K Holy Smokes Contributor
- Posts: 5968
- Joined: Mon Jul 25, 2005 10:11 am
- Location: New Hampshire
- Contact:
Re: CRM
That doesn't make sense. Same version and one has the box and one doesn't? Somethings amiss.
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com
I find my life is a lot easier when I use Special Orders
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com
I find my life is a lot easier when I use Special Orders
- Pauls Automotive
- 1000 Club: Interstellar
- Posts: 1415
- Joined: Wed May 24, 2006 6:32 am
- Location: Baltimore Maryland
- Contact:
Re: CRM
Brain,
Here is a snap shot of mine.
Here is a snap shot of mine.
- Attachments
-
- CRM.jpg (80.18 KiB) Viewed 9905 times
Paul
Pauls Automotive
6318 Falls Road
Baltimore, Md 21209
410-825-2224
paul@paulsauto.com
TRUE HAPPINESS IS WITHIN YOU
Pauls Automotive
6318 Falls Road
Baltimore, Md 21209
410-825-2224
paul@paulsauto.com
TRUE HAPPINESS IS WITHIN YOU
- Pauls Automotive
- 1000 Club: Interstellar
- Posts: 1415
- Joined: Wed May 24, 2006 6:32 am
- Location: Baltimore Maryland
- Contact:
Re: CRM
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.
Paul
Pauls Automotive
6318 Falls Road
Baltimore, Md 21209
410-825-2224
paul@paulsauto.com
TRUE HAPPINESS IS WITHIN YOU
Pauls Automotive
6318 Falls Road
Baltimore, Md 21209
410-825-2224
paul@paulsauto.com
TRUE HAPPINESS IS WITHIN YOU