Search found 2 matches

by foxautocare
Mon Nov 03, 2014 10:21 am
Forum: Tips + Ideas
Topic: Change Ownership
Replies: 14
Views: 7080

Re: Change Ownership

I think I figured out a workaround for the time being. Let me know what you think and how it might negatively impact reports and other things like that. 1. Create a new customer, call him Sold Cars 2. Reassign ownership of these cars that a customer has sold to Sold Cars 3. Exclude the entire Sold C...
by foxautocare
Thu Oct 23, 2014 9:26 pm
Forum: Tips + Ideas
Topic: Change Ownership
Replies: 14
Views: 7080

Re: Change Ownership

I use the REPORTS Features to send out REMINDERS. I found that if I UNCHECK > CRM under the CUSTOMER TAB my followup reports will not include that customer. Where can I download the dll file and what folder does it go into. I would like to be able to filter out certain VEHICLES from the REPORTS. Th...

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