Difference between revisions of "How do I stop the Retention Centre sending messages?"
m (Les Ward moved page How do I Stop the Retention Centre Sending Messages? to How do I stop the Retention Centre sending messages?: Lower case (except for Platinum menu options)) |
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* Choose the {{DataPrompt|Marketing}} Category. | * Choose the {{DataPrompt|Marketing}} Category. | ||
* Choose the {{DataValue|Message Exclusion Feature}} from the {{DataPrompt|Unallocated}} column and double click to allocate it or use {{KeyPress|F5}} to allocated the feature. | * Choose the {{DataValue|Message Exclusion Feature}} from the {{DataPrompt|Unallocated}} column and double click to allocate it or use {{KeyPress|F5}} to allocated the feature. | ||
− | * Press {{KeyPress| | + | * Press {{KeyPress|ESC}} and accept the changes to the unit. |
== While Creating a Workshop Job == | == While Creating a Workshop Job == | ||
* Search for the customer in the workshop job. | * Search for the customer in the workshop job. | ||
− | * You will see a list of all the units that customer has registered to their account. | + | * You will see a list of all the units that customer has registered to their account. |
* If the customer no longer owns one of these units, use the {{KeyPress|C-F10}} Mark as MSX option. This will have the same effect as the first option above. | * If the customer no longer owns one of these units, use the {{KeyPress|C-F10}} Mark as MSX option. This will have the same effect as the first option above. | ||
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* [[How do I filter out Customers I don't want to Contact?]] | * [[How do I filter out Customers I don't want to Contact?]] | ||
− | {{KB_Tags| | + | {{KB_Tags|retention, centre, use, reminders, service, m.o.t., mot, thank, you, letter, email, sms, messaging, media, text, customer, marketing, contact, letters, emails, message, messages, bulk, texts, txt, txts, follow, up, followup}} |
− | {{FAQ}}{{ | + | {{FAQ}}{{Guide}}{{KB_VS}}{{KB_WS}} |
Revision as of 06:33, 22 December 2018
Contents
Summary
This article will explain how to stop the Retention Centre sending messages permanently.
More Information
There may be a need to stop the Retention Centre sending messages out for a unit for numerous reasons:
- The unit has been scrapped.
- The customer has sold the unit.
There are two ways of doing this, either by editing the unit directly or when taking a booking in the workshop.
Editing the Unit Directly
First we need to find the unit so go to " Unit Sales Add or Edit Units" and enter the information you have to search for the unit, e.g. 'Registration number'.
- Select the correct unit.
- Press <F5> to edit the unit.
- Click on the [Features] tab.
- Choose the "Marketing" Category.
- Choose the 'Message Exclusion Feature' from the "Unallocated" column and double click to allocate it or use <F5> to allocated the feature.
- Press <Esc> and accept the changes to the unit.
While Creating a Workshop Job
- Search for the customer in the workshop job.
- You will see a list of all the units that customer has registered to their account.
- If the customer no longer owns one of these units, use the <Ctrl+F10> Mark as MSX option. This will have the same effect as the first option above.
See also
- How do I stop PDI's from appearing in the Retention Centre?
- How do I Control the Number of Messages the Retention Centre Sends?
- How do I filter out Customers I don't want to Contact?