Check the Call
Preferences on the customer record in CRM Communication Preferences to see if the following are
‘Disabled’/’Unticked’:
- Campaign
Builder (Service Follow Up)
- Loyalty
Builder (Service CSI)
- Click on CRM
- Click on Customer/Prospect
- Enter the CRM Code
- Click Communication Preferences
- If above unticked and call
still went, check to see if their mobile number on other CRM Records by doing a
CRM Conditional Search:
- Click on CRM
- Click on Conditional Search
- Click OK
- In Field Name use Mobile
- In Condition use Equal To
- In Values ‘Enter mobile number’
- Click OK and the search will appear at the bottom
- Click OK and it will process through the search
- Once the search has fininshed it will show the number of 'Records Matched'
- Select the 'Output Method' as Screen
- You can then either remove the mobile number or Click Amend
- Click Communication Preferences
- Untick the Campaign Builder (Service Follow Up) and/or Loyalty Builder (Service CSI) depending on which isn't required anymore
- Click OK
- Go through each record by using the >> button
- Once you get to the end of the file it will say 'No more Records'
- Click on Exit
- 'Do you wish to continue this search at a later date', Click No