FAQ: Basic Usage and System Issues 

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  1. Why are emails blank whenever I send them out? They show the template but they don't show what I typed in

    1. There is a problem with your Internet Explorer settings. Please refer to this technical bulletin for assistance with your internet settings.

  2. Do you have a way to get onto XRM from a Mac computer.

    1. The WinXRM is a Windows-only program. However, most functions are available through the WebXRM, which can be accessed via www.car-research.com/xrm.

    2.  This version does not currently support desking through the Work-A-Deal, nor widgets on the dashboard. However, the ability to log a customer, work follow-up, answer internet leads, send and receive e-mail, view customer information, and run and print reports is possible.

    3. WebXRM will work on most computers and devices through an internet web browser and is known to be compatible with Safari, Chrome, and FireFox as well as Internet Explorer.

  3. How do I change my email signature?

    1. Under the Main Menu, Maintenance Tab, select Change My Settings. On this screen you will find a link to edit your e-mail signature. The default signature will include the user's name, dealership name, cell phone number, and dealership main phone number. You can change it to whatever you like, however.

  4. Where do you go to add reports to the "my favorite reports" widget?

    1. Under the Main Menu, Maintenance Tab, select Change My Settings.

    2. On this screen you will find a link to edit your favorite reports. Click this and you will see the existing reports, which you can click on and delete, or select a report from the drop-down menu to add.

    3. Once finished, refresh your widget to see the new reports.

  5. I keep getting a pop up when I pull up reports stating that Car research uses a third party company to print reports. What do I need to do?

    1. The full message, in a popup window and red text, should read:

      2. CAR Interactive utilizes a third party program from Meade Paper Company to control the output of reports. Due to security restrictions on your local computer, we were unable to install the software. You will be able to print reports however they may not be formatted perfectly on the page. You may have to manually adjust the paper margins or paper orientation for the report to fit properly on the page.

      If you have any questions, please contact the Help Desk at (713) 275-3500.

    2. The ScriptX plugin that makes reports print in a consistent manner across multiple computers needs to be installed. Please refer to the following technical bulletin for details

  6. My driver's license scanner "doesn't work." How do I fix it?

    1. First thing, 99.9% of the time, driver's license scanners stop working because the scanner computer is being used for things other than scanning licenses. This is why our operating agreement stipulates the use of a dedicated scanning computer.

    2. The security settings associated with Camera software, Internet Browser Toolbars and other software generally conflict with the security settings necessary for the scanner to complete its function.

    3. If you experience any trouble with the scanners, please do not hesitate to call Tech Support at 713-275-0575 or 800-847-5649.

  7. How do I add Favorite Reports to my Dashboard?

    1. Go to Change My Settings and then click on Manage My Favorite Reports and select the reports that you would like to see on your Dashboard.

  8. How do I change my Password?

    1. Go to Change My Settings and you will see the fields to enter your existing password and then input your desired new password.

  9. Why does the system sometimes not load a page?

    1. This could be due to a number of factors including Internet Connectivity, insufficient hardware resources and Internet Option settings. One thing to make sure is that your cookie settings are set correct.

    2. Open Internet Explorer. Tap your ALT key on your keyboard to display the menu bar and select the Tools menu, then choose Options from the list.

    3. On the Internet Options screen, in the middle of the box look for the words "Browsing History." Click on the Settings button and you will see the following: "Check for newer versions of stored pages:" Make sure that you select the options that says "Every time I visit the webpage."

  10. How do I change my Password?

    1. Go to Change My Settings and you will see the fields to enter your existing password and then input your desired new password.