Question on new customer

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rhillig
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Question on new customer

Post by rhillig »

If you have a new customer & they text you, but you have never had them in the system before. Will the text come thru - or only if they are a customer with information already in the system?
A year from now you will wish you had started TODAY ~ Karen Lamb
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Silky7
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Re: Question on new customer

Post by Silky7 »

Becky,

You will still receive the text from any number. If it's not a number in the system, you will be taken to a Customer resolution wizard, which allows you to associate it to an existing customer or create a new record.
M1 Product Manager
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Rich
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Re: Question on new customer

Post by Rich »

If you want to test this....

Text me

616-262-0376

I will text you back.
Rich Hays
Work 9-11 or 616-696-0020
Being able to get CAPE off a Skew T chart is important in this hobby.
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rhillig
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Re: Question on new customer

Post by rhillig »

Thank you guys, I just wanted to make sure, before I posted the number everywhere - that they would come thru without having a customer associated.

I do see in going to text Rich that you do have to set a customer up in order to text, you can't just text a number without having or creating a new customer.
A year from now you will wish you had started TODAY ~ Karen Lamb
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Silky7
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Re: Question on new customer

Post by Silky7 »

Here's how the process flows. It's very similar to changing ownership.

Unknown numbers open to the Resolution wizard:
2018-12-19 10_47_07-Resolve Text Message To Customer1.png
2018-12-19 10_47_07-Resolve Text Message To Customer1.png (18.09 KiB) Viewed 4020 times
If the customer mentions who they are, you can resolve the number to them:
2018-12-19 10_45_10-Resolve Text Message To Customer2a.png
2018-12-19 10_45_10-Resolve Text Message To Customer2a.png (28 KiB) Viewed 4020 times
If they are brand new to the shop, you can create a record for them:
2018-12-19 10_46_15-Resolve Text Message To Customer2b.png
2018-12-19 10_46_15-Resolve Text Message To Customer2b.png (17.45 KiB) Viewed 4020 times
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rhillig
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Re: Question on new customer

Post by rhillig »

Silky,

With that work flow - you cannot text a customer unless they have a customer record, correct?

This is a great addition to our software - I can't wait for the time stamp on the text message center main screen.
A year from now you will wish you had started TODAY ~ Karen Lamb
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Silky7
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Re: Question on new customer

Post by Silky7 »

That is correct. To text from Manager, the number must be associated to a record. Were it not, any response back would loop you back into the resolution defined above, so either way you'd have to associate that number to a customer.
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