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Pinewood Technologies PLC
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CRM
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CRM
📝 The email address entered may be invalid error message
📝 I've created a New Letter but this is not updated in the Aftersales Contact Plan
📝 How to run a selection to return Account Codes associated to a Customer record?
📝 Users are able to search for Customer Records from Branches they do not have access to - Why is this?
When I click 'Start Contacts' in the Aftersales Diary, there are no contacts to process?
📝 How do I search for Additional Names of customers?
📝 How to change the Department on a CRM Record?
🎥 How to amend the Vehicle Health Check format?
🎥 How to set up the Demonstration Diary in CRM?
🎥 How to Add an Additional Name to a CRM Record?
🎥 How to add a D.O.B to a CRM Record and include the D.O.B. in a Selection?
🎥 How to Manually Update the Service History of a Vehicle?
📝Customer VHC Sending In The Incorrect Colour
📝 How to set up the Demonstrator Diary in CRM?
📝 Amend Access Levels For Deposits Tab Within CRM
🎥 HTML Emails
📝 Why is the 'Order' button missing when viewing a Vehicle Offer?
📝 How To Set Up Customer Number User Definable Field (UDF)?
📝 What is the outcome of using the Current or Anniversary Contact Date?
📝 The view in browser link on emails does not work
🎥 How to Delete Customers in bulk using CRM Selections?
🎥 How to Create a Mailshot
🎥 How to Transfer Contacts between Salespeople?
🎥 How to Remove the Owner, Driver, Keeper Link from a Vehicle Record?
🎥 Deleting a Customer and Vehicle Record
📝 Why is the GDPR Category removing from the search criteria, when amending the branch of a saved selection?
📝 How do I View GDPR Consent Categories Within CRM Selections?
🎥 How do I Restore a CRM Record?
🎥 How do I Add a New Customer Title?
📝 How do I Lost Sale Multiple Sales Opportunities?
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