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CRM

Posted: Fri Oct 22, 2010 9:57 am
by brianp87
I would like a way to select individual vehicles to be exempt from the crm's sent out.

Re: CRM

Posted: Fri Oct 22, 2010 10:09 am
by ricmorin
Go to the Vehicle Tab and put a check next to "Do not include in CRM campaign".

Re: CRM

Posted: Fri Oct 22, 2010 10:19 am
by brianp87
Mine doesnt have that box?

Re: CRM

Posted: Fri Oct 22, 2010 10:32 am
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.

Re: CRM

Posted: Fri Oct 22, 2010 10:41 am
by brianp87
Yes 6.4 se. Who did the beta testing? J/k :lol:

Re: CRM

Posted: Fri Oct 22, 2010 10:54 am
by ricmorin
I was one of them. :oops:

Re: CRM

Posted: Fri Oct 22, 2010 11:08 am
by fortknoxx
brianp87 wrote:Yes 6.4 se. Who did the beta testing? J/k :lol:
watch it buddy!

Re: CRM

Posted: Fri Oct 22, 2010 11:16 am
by brianp87
I figured both of you actually. Thats why :lol: I said it.

Re: CRM

Posted: Fri Oct 22, 2010 11:19 am
by Pauls Automotive
I have 6.4 SE and the check box is in the vehicle tab right below the Inspection date.

Re: CRM

Posted: Fri Oct 22, 2010 11:21 am
by ricmorin
I still have a copy of 6.3. Not on that one.

Re: CRM

Posted: Fri Oct 22, 2010 11:29 am
by brianp87
Mine doesnt have it anywhere except on the customer tab

Re: CRM

Posted: Fri Oct 22, 2010 11:39 am
by ricmorin
Weird. Maybe it was an inter-level introduction. 6.4.?.? :?:

Re: CRM

Posted: Fri Oct 22, 2010 11:44 am
by brianp87
figures I got the faulty one

Re: CRM

Posted: Fri Oct 22, 2010 12:01 pm
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.

Re: CRM

Posted: Fri Oct 22, 2010 12:22 pm
by brianp87
Paul I did exactly the sameI went from 5.9 to that version. But i do not have th box.

Re: CRM

Posted: Fri Oct 22, 2010 12:31 pm
by ricmorin
That doesn't make sense. Same version and one has the box and one doesn't? :?: Somethings amiss.

Re: CRM

Posted: Fri Oct 22, 2010 12:33 pm
by Pauls Automotive
Brain,

Here is a snap shot of mine.

Re: CRM

Posted: Fri Oct 22, 2010 1:14 pm
by brianp87
I cannot figure out how to do a small screen shot so i sent a full one to both your email addresses

Re: CRM

Posted: Fri Oct 22, 2010 1:32 pm
by brianp87
i hope I sent them to the right emails

Re: CRM

Posted: Fri Oct 22, 2010 2:06 pm
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.