CRM

How to merge duplicate Vehicle records?
Sometimes you end up with 2 records for the same vehicle in the system with both containing service history. The instructions below would allow you to cons...
Wed, 11 Aug, 2021 at 8:33 AM
How to merge duplicate Customer records?
Sometimes you end up with 2 records for the same customer in the system. The instructions below would allow you to consolidate the records and flag one for...
Wed, 11 Aug, 2021 at 8:37 AM
How to merge duplicate Company records?
Sometimes you end up with 2 records for the same business or company in the system with both partial information. The instructions below would allow you to...
Wed, 11 Aug, 2021 at 8:42 AM
How do I give a user access to impersonate other users in CRM
There is a facility for a person to be able to impersonate another user in CRM Administrator and Diary.To do this you will need to: Locate the User id of ...
Wed, 11 Aug, 2021 at 8:44 AM
How to link partner records in CRM?
If 2 customer records need to be linked as partners, us the steps below to achieve that. Load one of the customer records in CRM in edit mode.  ...
Wed, 11 Aug, 2021 at 8:46 AM
How to flag a Vehicle record for deletion?
If you do not want a vehicle record in your database, you can flag it for deletion and it will be permanently removed from the database at the end of the w...
Wed, 11 Aug, 2021 at 8:46 AM
Linking Partners and Joint Owners
Are you looking to link or de-link partners to or from primary customers? Linking Partners De-Linking Partners Linking Joint Owners De-Linking Joint O...
Wed, 11 Aug, 2021 at 8:54 AM
How to set Default User Reports within CRM My Desktop
Within the CRM My Desktop screen, Users can select the 'Reports' drop-down from the top of the session to select from up to five reports, or sele...
Wed, 11 Aug, 2021 at 8:56 AM
How to flag a Target (Customer) record for deletion?
If you do not want a customer record in your database, you can flag it for deletion and it will be permanently removed from the database at the end of the ...
Wed, 11 Aug, 2021 at 8:56 AM
How to transfer all contacts from one exec to another?
When an exec leaves a dealership, it is best practice to transfer all their contacts to a new exec. Access CRM > System Maintenance > Alter Sales Ex...
Wed, 11 Aug, 2021 at 8:57 AM