Search found 7 matches

by ngsc
Mon Oct 08, 2012 12:22 pm
Forum: Reports + Printing
Topic: TIP: Outside Sales Commission Tracking
Replies: 7
Views: 4262

Re: Outside Sales Commission Tracking

Thanks Tim
I think with a little figuring i can make that work.
Is this somthing we can request for future versions, a way to track outside sales and commissions?
Thanks again
Jeremie
by ngsc
Mon Oct 08, 2012 9:22 am
Forum: Reports + Printing
Topic: TIP: Outside Sales Commission Tracking
Replies: 7
Views: 4262

TIP: Outside Sales Commission Tracking

Has any one found a good way to track commisions on outside sales, we are looking to be able to track our out side sales persons accounts they bring in and pay them on a percentage of profit from ther accounts, so in a nut shell we need to be able to- -Track ther accounts -Track ther commission (per...
by ngsc
Wed Jan 05, 2011 9:40 am
Forum: Database + Settings
Topic: SE Emailing Follow Up Letters
Replies: 2
Views: 3050

Re: SE Emailing Follow up letters

We have found that the CRM program isn't as specific as we would like it to be. We would like to be able to generate follow up letters and emails based on specific recommendations and send them ourselves. Just because a customer has a recommendation in the brake category doesn't necessarily mean we ...
by ngsc
Tue Dec 14, 2010 2:12 pm
Forum: Database + Settings
Topic: Deleting Recommendations
Replies: 4
Views: 3561

Deleting Recommendations

When on the vehicle screen under recommendations if you want to delete a recommendation and you click on it, it automatically opens. Then you have to close it so you can delete it. Is there a way to turn this feature off? I would like to just highlight it and click delete.
by ngsc
Mon Dec 06, 2010 9:04 am
Forum: Database + Settings
Topic: SE Emailing Revisions
Replies: 2
Views: 2622

Re: SE Emailing Revisions

Sounds good. Thank you
by ngsc
Tue Nov 23, 2010 1:37 pm
Forum: Database + Settings
Topic: SE Emailing Follow Up Letters
Replies: 2
Views: 3050

SE Emailing Follow Up Letters

When creating a list for follow up letters, let's say 100 names come up, is there a way to email to the customers who have an email address in our system automatically? When I print my letters they each have their own name and mailing address, emailing would be much more time efficient if I could el...
by ngsc
Tue Nov 23, 2010 1:28 pm
Forum: Database + Settings
Topic: SE Emailing Revisions
Replies: 2
Views: 2622

SE Emailing Revisions

Is there any way to email more than 1 revision at a time to a customer without using PDF Factory? When I use the Email button I can only seem to do one at a time.

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