10.11 CRM

Welcome to 10.11 CRM

Dealership Email Account Setup

This document will walk you through setting up Internet Message Access Protocol for integration with email clients. KB 1635 Dealership Email Account Setup

User Email Maintenance

This document will show how to associate Users with Dealership email accounts. KB 1639 Email Maintenance

Email Manager

This document will show you the updated mailbox interface and mailbox functions. KB 1621 Email Manager

Text Messaging Maintenance

Click the link below to see the latest Text Account maintenance KB 1649 Text Messaging Maintenance

User Text Maintenance

This document will show you how to associate a User to a Text Account. KB 1650 User Text Maintenance

Text Manager

Click the link below to view the updated Texting Inbox interface and Inbox functions. KB 1654 Text Manager

Chat Manager

Click the link below to view the updated Chat, Group, Department, and Work Item interface and their Inbox functions. KB 1632 Work Item Chat

Work Item Chat

Click the link below to view the updated chats within Work Items, Deals, Service Orders, Appointments, Estimates, Parts Invoices, and Quotes. KB 1675 Work Item Chat

Next Reminder

Introducing the Next Reminder! This enhancement gives you the ability to create the next reminder while completing a due reminder. This is function is great for Payroll reminders, and Customer follow up reminders. KB 1622 Next Reminder

Please email Release Management to schedule an update to 10.11.