SocialCRM markets with data from Manager SE

CRM

CRM

Postby brianp87 » Fri Oct 22, 2010 9:57 am

I would like a way to select individual vehicles to be exempt from the crm's sent out.
User avatar
brianp87
2.5K Uber Ninja Contributor
2.5K Uber Ninja Contributor
 
Posts: 2960
Joined: Tue Oct 10, 2006 6:11 am
Location: Arizona

Re: CRM

Postby ricmorin » Fri Oct 22, 2010 10:09 am

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
https://www.facebook.com/motorcaralternatives

Reality continues to ruin my life.- Calvin
User avatar
ricmorin
5K Holy Smokes Contributor
5K Holy Smokes Contributor
 
Posts: 5153
Joined: Mon Jul 25, 2005 10:11 am
Location: New Hampshire

Re: CRM

Postby brianp87 » Fri Oct 22, 2010 10:19 am

Mine doesnt have that box?
User avatar
brianp87
2.5K Uber Ninja Contributor
2.5K Uber Ninja Contributor
 
Posts: 2960
Joined: Tue Oct 10, 2006 6:11 am
Location: Arizona

Re: CRM

Postby ricmorin » Fri Oct 22, 2010 10:32 am

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
https://www.facebook.com/motorcaralternatives

Reality continues to ruin my life.- Calvin
User avatar
ricmorin
5K Holy Smokes Contributor
5K Holy Smokes Contributor
 
Posts: 5153
Joined: Mon Jul 25, 2005 10:11 am
Location: New Hampshire

Re: CRM

Postby brianp87 » Fri Oct 22, 2010 10:41 am

Yes 6.4 se. Who did the beta testing? J/k :lol:
User avatar
brianp87
2.5K Uber Ninja Contributor
2.5K Uber Ninja Contributor
 
Posts: 2960
Joined: Tue Oct 10, 2006 6:11 am
Location: Arizona

Re: CRM

Postby ricmorin » Fri Oct 22, 2010 10:54 am

I was one of them. :oops:
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434
https://www.facebook.com/motorcaralternatives

Reality continues to ruin my life.- Calvin
User avatar
ricmorin
5K Holy Smokes Contributor
5K Holy Smokes Contributor
 
Posts: 5153
Joined: Mon Jul 25, 2005 10:11 am
Location: New Hampshire

Re: CRM

Postby fortknoxx » Fri Oct 22, 2010 11:08 am

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

watch it buddy!
T-N-T (Tina Nuse-Tolar)

609-760-7079 Cell
User avatar
fortknoxx
2K Ultra Master Contributor
2K Ultra Master Contributor
 
Posts: 2007
Joined: Wed Sep 13, 2006 6:09 am
Location: High Point, NC

Re: CRM

Postby brianp87 » Fri Oct 22, 2010 11:16 am

I figured both of you actually. Thats why :lol: I said it.
User avatar
brianp87
2.5K Uber Ninja Contributor
2.5K Uber Ninja Contributor
 
Posts: 2960
Joined: Tue Oct 10, 2006 6:11 am
Location: Arizona

Re: CRM

Postby Pauls Automotive » Fri Oct 22, 2010 11:19 am

I have 6.4 SE and the check box is in the vehicle tab right below the Inspection date.
Paul
Pauls Automotive
6320 Falls Road
Baltimore, Md 21209
410-825-2224
paul@paulsauto.com
TRUE HAPPINESS IS WITHIN YOU
User avatar
Pauls Automotive
1000 Club: Interstellar
1000 Club: Interstellar
 
Posts: 1275
Joined: Wed May 24, 2006 6:32 am
Location: Baltimore Maryland

Re: CRM

Postby ricmorin » Fri Oct 22, 2010 11:21 am

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
https://www.facebook.com/motorcaralternatives

Reality continues to ruin my life.- Calvin
User avatar
ricmorin
5K Holy Smokes Contributor
5K Holy Smokes Contributor
 
Posts: 5153
Joined: Mon Jul 25, 2005 10:11 am
Location: New Hampshire

Re: CRM

Postby brianp87 » Fri Oct 22, 2010 11:29 am

Mine doesnt have it anywhere except on the customer tab
User avatar
brianp87
2.5K Uber Ninja Contributor
2.5K Uber Ninja Contributor
 
Posts: 2960
Joined: Tue Oct 10, 2006 6:11 am
Location: Arizona

Re: CRM

Postby ricmorin » Fri Oct 22, 2010 11:39 am

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
https://www.facebook.com/motorcaralternatives

Reality continues to ruin my life.- Calvin
User avatar
ricmorin
5K Holy Smokes Contributor
5K Holy Smokes Contributor
 
Posts: 5153
Joined: Mon Jul 25, 2005 10:11 am
Location: New Hampshire

Re: CRM

Postby brianp87 » Fri Oct 22, 2010 11:44 am

figures I got the faulty one
User avatar
brianp87
2.5K Uber Ninja Contributor
2.5K Uber Ninja Contributor
 
Posts: 2960
Joined: Tue Oct 10, 2006 6:11 am
Location: Arizona

Re: CRM

Postby Pauls Automotive » Fri Oct 22, 2010 12:01 pm

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
6320 Falls Road
Baltimore, Md 21209
410-825-2224
paul@paulsauto.com
TRUE HAPPINESS IS WITHIN YOU
User avatar
Pauls Automotive
1000 Club: Interstellar
1000 Club: Interstellar
 
Posts: 1275
Joined: Wed May 24, 2006 6:32 am
Location: Baltimore Maryland

Re: CRM

Postby brianp87 » Fri Oct 22, 2010 12:22 pm

Paul I did exactly the sameI went from 5.9 to that version. But i do not have th box.
User avatar
brianp87
2.5K Uber Ninja Contributor
2.5K Uber Ninja Contributor
 
Posts: 2960
Joined: Tue Oct 10, 2006 6:11 am
Location: Arizona

Re: CRM

Postby ricmorin » Fri Oct 22, 2010 12:31 pm

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
https://www.facebook.com/motorcaralternatives

Reality continues to ruin my life.- Calvin
User avatar
ricmorin
5K Holy Smokes Contributor
5K Holy Smokes Contributor
 
Posts: 5153
Joined: Mon Jul 25, 2005 10:11 am
Location: New Hampshire

Re: CRM

Postby Pauls Automotive » Fri Oct 22, 2010 12:33 pm

Brain,

Here is a snap shot of mine.
Attachments
CRM.jpg
 
Paul
Pauls Automotive
6320 Falls Road
Baltimore, Md 21209
410-825-2224
paul@paulsauto.com
TRUE HAPPINESS IS WITHIN YOU
User avatar
Pauls Automotive
1000 Club: Interstellar
1000 Club: Interstellar
 
Posts: 1275
Joined: Wed May 24, 2006 6:32 am
Location: Baltimore Maryland

Re: CRM

Postby brianp87 » Fri Oct 22, 2010 1:14 pm

I cannot figure out how to do a small screen shot so i sent a full one to both your email addresses
User avatar
brianp87
2.5K Uber Ninja Contributor
2.5K Uber Ninja Contributor
 
Posts: 2960
Joined: Tue Oct 10, 2006 6:11 am
Location: Arizona

Re: CRM

Postby brianp87 » Fri Oct 22, 2010 1:32 pm

i hope I sent them to the right emails
User avatar
brianp87
2.5K Uber Ninja Contributor
2.5K Uber Ninja Contributor
 
Posts: 2960
Joined: Tue Oct 10, 2006 6:11 am
Location: Arizona

Re: CRM

Postby Pauls Automotive » Fri Oct 22, 2010 2:06 pm

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
6320 Falls Road
Baltimore, Md 21209
410-825-2224
paul@paulsauto.com
TRUE HAPPINESS IS WITHIN YOU
User avatar
Pauls Automotive
1000 Club: Interstellar
1000 Club: Interstellar
 
Posts: 1275
Joined: Wed May 24, 2006 6:32 am
Location: Baltimore Maryland
Next

Return to SocialCRM

Who is online

Users browsing this forum: No registered users and 1 guest