Search found 2 matches
- 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...
- 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...