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ABOUT: The Filter feature in SI is a powerful method of sorting your customers into specific groups. All tabs of the SI application allow you to use filtering including the Point of Sale tab, the Targeted Marketing Promotions tab, the Customer Contacts tab (which includes appointment reminders, declined work reminders, thank you notifications, and newsletters) and the Service Reminders tab. Using Filters is an important way to find key groups in your database such as lost or best customers, or even whic...
ABOUT: A shop logo allows you to include your own brand with the ServiceIntelligence reports, emails, and postcards. In order to add a Logo you need to have the image file located on the machine or on a shared network drive that SI has access to. SOLUTION: Inside of SI, click EDIT from the uppermost menu bar and select SHOP LOGO From the Shop Information edit screen, select the ELIPSIS ICON next to the company logo enrty box. In the dialogue entry box, deselect the LEAVE BLANK checkbox to enable...
ABOUT: Contact automation includes THANK YOU emails with an optional Review Request. This article explains how to customize and start automated daily sending of THANK YOU email to all customers serviced. SOLUTION: Start SERVICEINTELLIGENCEby clicking on the SI icon, also found under ALL PROGRAMS/EAUTOCLUB/SERVICEINTELLIGENCE.EXE.Inside of SI, click TODAY'S CUSTOMER CONTACTSbar at the bottom left of the ServiceIntelligence desktop application. STEP 2: Click on "SELECT CONTACT TYPE", then choose the "...
ABOUT: The core strategy in building your business has to be to give the customer a superiour service experience at the point of sale. SI POS reporting is FOR THE BENEFIT OF THE VEHICLE OWNER. SI POS contributes to the service team too, but that is not the primary objective. First we want to give the customer all the facts from a nuetral computer system. THE EFFECT IS PRICELESS. SOLUTION: The Service Writer is no longer the messager (with bad news). Now we have ultra-accurate facts to provide cons...
ABOUT: How to add a service to SI. There are two ways to access your SI account administration portal. GO TO www.eserviceintelligence.com [http://www.eserviceintelligence.com]/login.php, or OPEN SERVICEINTELLIGENCE applications, click on the DASHBOARD icon, which will open a web browser to the login screen. Login to your ADMINISTRATIVEportal.IF the browser asked to save your password, click yes for easy access. STEP 1: Hover over ACCOUNT SETTINGS and select TRANSACTION HISTORY. STEP 2: In the ...
1. Open Service Intelligence. 2. In the top menu bar go to "Tools -> Contact Manager" 3. search by name or email and click on the customer. 4. On the right, uncheck any communication you do not want the specific customer to receive. Do no uncheck print, or you will not see the the customer in the future on trying to search for them.
OVERVIEW This purpose of this document is to define the process and the components involved in creating an install package, creating an update package, and automatically updating and client install using and update package. Each of the components will be defined and then the process will be defined. COMPONENTS SIDBCONFIG PROJECT DEFINITION The SIDBConfig project is where all installation and update routines are. SIDBConfig accepts parameters upon execution based on the parameters a specific actio...
MODX WEBSITE CREATION INSTRUCTIONS DARTC developers are our technical support and production assistance company. Sergii Nozdrin and Alexandr Zhylenko. USe the following document to give build instructions for new locations we need created. https://docs.google.com/a/dartc.com.ua/spreadsheets/d/10yW6Y4cXonsH2ezPkdY4AwZ3_OtJLXzEudMF463ilQE/edit?usp=sharing [https://docs.google.com/a/dartc.com.ua/spreadsheets/d/10yW6Y4cXonsH2ezPkdY4AwZ3_OtJLXzEudMF463ilQE/edit?usp=sharing] HOW IT WORKS: * For manual c...
First - We need run a script to turn OFF emails. (using turnOFF emails script) Second - Run the Catch up Third - We need to run a script to turn ON emails (Using turnON emails script)
ServiceIntelligence POS and CRM UPDATE 9.5.657 / 08.25.2016 _________________________________________________________________________________________________________________________ 1) APPLIED UPDATES FORSIPOS95-278 C & D AUTO - WRONG COUPONS BEING SENT AT WRONG SERVICE REMINDER GROUP (http://66.135.62.25:9080/browse/SIPOS95-278 [http://66.135.62.25:9080/browse/SIPOS95-278]) 2) WORKED ONSIPOS95-418 WIP AUTOMATION - NOT SHOWING STATUS DESCRIPTION IN RO WRITER http://66.135.62.25:9080/browse/SIPOS95...
Your customers can opt out of receiving text messages by replying to your texts with the word "STOP" This is required by law and there is no way to change this process. In some cases a customer may use the word "stop" in a reply like "please stop the work" and the system accidentally opts them out from receiving text messages from you. In order to have the customer opt back in to receive your text messages, simply have them reply to your text message, or text 313131 the message "TEXTOPTIN". If thi...
DETAILS: After a restore process of a Previous database of SI, when you call SI Communicator the system return an error: _"Cannot open database "SI" requested by the login......."_ WORKAROUND: Run a SQL Script: (use of "sa" user is mandatory using Studio Management or SLQCMD command) *********************************** BEGIN OF SCRIPT *************************************** if exists (Select * From SI.sys.database_principal_aliases Where name = 'eautodata') Begin execute SI..sp_dropAlias 'eau...
SI DATABASE MARKED AS SUSPECT Some of the reasons why an SQL Server database can be marked as SUSPECT 1. Database could have been corrupted. 2. There is not enough space available for the SQL Server to recover the database during startup. 3. Database cannot be opened due to inaccessible files or insufficient memory or disk space. 4. Database files are being held by operating system, third party backup software etc. 5. Unexpected SQL Server Shutdown, Power failure or a Hardware failure. Due t...
This is a two or three step process depending on the email services provider of the shop: STEP ONE (APPLY FOR ALL SHOPS): On our server, on our database we need to run the follow script (WHERE THE NUMBER 632 IS THE LOCATIONID NUMBER FOR THE SHOP) USE [EAC] GO INSERT INTO [dbo].[LocationDeliveryRestrictions] ([LocationID] ,[ContactTypeID] ,[LimitPerMonth] ,[AllowSpoofing]) VALUES (632,1,0,1) GO STEP TWO (APPLY FOR ALL SHOPS): On the shop server, we need to run the follow script (WHERE THE...
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