News & discussion area for SE 7.x Schedule (7.0, 7.1 & soon 7.2)

Scheduler E-Mail Address

Scheduler E-Mail Address

Postby kjmillevoi » Tue May 31, 2016 8:16 am

When will we be able to enter in an Email address when scheduling a new customer on the scheduler. We can enter ALL of the other information, i.e. Name, Address, Phone Number. It would be helpful for those of us that use Mitchell CRM to be able to enter the customers Email address at this time.
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Re: Scheduler E-Mail Address

Postby timbre4 » Tue May 31, 2016 8:19 am

This is on our radar and short list for a future release; can't provide a delivery date just yet.
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Re: Scheduler E-Mail Address

Postby salineauto » Tue Jul 12, 2016 7:40 am

Very much would like to add email in scheduler & new customer screen. Boggles my mind why its not available in new customer screen.
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Re: Scheduler E-Mail Address

Postby Cory » Tue Sep 06, 2016 5:25 pm

I agree, This really needs to be added. It is losing us money, not being able to capture email addresses. And our guys do not take the extra time to go back into the customer file and add it. I capture rate has went from 59% down to 34%.
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Re: Scheduler E-Mail Address

Postby timbre4 » Wed Sep 07, 2016 5:32 am

Agreed - email field will be added in the next phase.
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Re: Scheduler E-Mail Address

Postby murraymotive » Wed Sep 21, 2016 12:11 pm

Cory wrote:I agree, This really needs to be added. It is losing us money, not being able to capture email addresses. And our guys do not take the extra time to go back into the customer file and add it. I capture rate has went from 59% down to 34%.


Man, you need to get ON THEM about this. That is awful and inexcusable. What did they do before 7.0? You couldn't enter it there either.
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Re: Scheduler E-Mail Address

Postby GUTHTIRE » Thu Sep 22, 2016 9:53 am

It would be beneficial if there were two flags in the system as well; one when checked would prompt you for email address on a New RO if there isn't one (system-wide), another flag which disables the prompt for email (RO or customer specific). The 2nd flag/checkbox would be something like "Customer doesn't have or use email".
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Re: Scheduler E-Mail Address

Postby blacky1 » Tue Nov 01, 2016 8:44 am

Was hoping 7.0.18 would have email box. :(
I'm in a 20 group that has many Mitchell clients. We all are begging for that email box on the scheduler.
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Re: Scheduler E-Mail Address

Postby timbre4 » Wed Nov 02, 2016 8:50 am

blacky1 wrote:Was hoping 7.0.18 would have email box. :(
I'm in a 20 group that has many Mitchell clients. We all are begging for that email box on the scheduler.


Welcome to the forum and thanks for your post.

We now have a new version (SE 7.1) prepared that addresses:
1. email field in the Appointment Editor flow for New Customer window
2. Plate AND VIN Decode in the New Vehicle window

We are showing it right now @ AAPEX / SEMA and will announce the availability after the show concludes. :wink:
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Re: Scheduler E-Mail Address

Postby blacky1 » Mon Nov 07, 2016 2:46 pm

Thanks and if you want a beta tester, I'm volunteering.
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