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Customer Shouldn't Have Received CRB Call

Creation date: 11/12/2019 15:17    Updated: 04/02/2021 10:03    call shouldnt go communication preferences crb disabled loyalty mot reminder service reminder

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


Files
Loyalty Builder, Campaign Builder, Data Driver