Systime Support

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...

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...

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...

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 ...

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.  ...

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...

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...

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 select...

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 ...

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...