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How to Add Vehicle Owner's Email to SMS and CRM
This article explains how to add a vehicle owner's email to SMS and CRM for Service Intelligence.
STEP-BY-STEP FOR THE CLOUD-BASED APPLICATION
Click here to learn how to email reports in Service Intelligence
STEP-BY-STEP FOR THE DESKTOP APPLICATION
To save an email for a vehicle, open any report of that vehicle and click the email icon from the menu ribbon at the top.
A dialogue box will open. Below
there is a white bar. If there is no email address saved it will be blank. Otherwise, it will have the previously saved email address there.
Type in a new email address in the bar and check the box next to
Save Email Address
. Then, click the
button. This will save the address in Service Intelligence.
Another way to update the email address in Service Intelligence is to update the vehicle's email in your shop management system, and then click the
button on the ribbon menu.
Need more help?
You can always ask an expert at the
eAutoclub.com Support Desk
, give us a call on out support number (310) 984-3501 xt 4, or suggest a new feature or improvement by emailing us at
Updated: 26 Mar 2019 12:12 AM
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