What print records do I need for the Retention Centre?

Summary

This article will detail the Print Records that are used by the "Retention Centre", and if they do not already exist in the system how to create them where possible.

More Information

The "Retention Centre" uses only three Print records for all the tasks it uses, these are for printing of letters and sending of emails and SMS Messages.

Letter Print Record

The "Retention Centre" uses 'Print Record 1' to print out the letters, which by default is set to print to the windows default printer.

This printer needs to be a Windows Printer not Dot matrix Printer, as the letter will include your company stationary as on your Invoices.

Email Print Record

The "Retention Centre" uses 'Print Record 94' to send out Emails,this print record is configured specifically for sending Emails ans is set to silent which means once you have set the "Retention Centre" processing the tasks it will not prompt for a email address and will simply use the email stores against the customers account.

If you do not have print record 94 set up you will need to

• Press <Alt-P> to get the "Print Record Override" screen.
• Press <Ctrl-F1> to get the "Print Record Search" screen.
• Click [Add] which will create a new print record and use the next available number.
  • On the [Details].
    1. Click on the current number next to "Print record:".
    2. Type in <94>.
    3. On the "Record name:" enter 'Email (Silent'.
    4. Set the "Output:" to 'Email'.
    5. Set the "Printer style:" to 'Regular'.
    6. Set the "Printer status:" to 'Show'.
    7. Set the "Page breaks:" to 'Form feed'.
    8. Set the "Ext. currency" to 'No'.
    9. Set the "Att. printer:" to 'HTM'
    10. Set the "Prompt mode:" to 'Silent'.
    11. Leave all other settings as they are.
  • Click on the [Device] tab.
    1. Click on [Terminal] and select 'Default'.
    2. On "print device:" enter '..\SXMail\Import\'.
• Click [Done].
• Click [Accept] to confirm the creation of the Print record.

or if your print record 94 is set to something other than "Email (Silent)".

Then you will need to follow the steps above skipping step 1. and step 2. once complete Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page, who will guide you through copying the reports in the "Retention Centre" and then edit these to go to Print Record you have created.

If you do not have the Email Facility in Platinum please Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page, as you will require additional software.

SMS Print Record

The "Retention Centre" uses 'Print Record 93' to send out SMS Messaging, this print record is configured specifically for SMS Messaging and is set to silent which means once you have set the "Retention Centre" processing the tasks it will not prompt for a mobile number and simply take it from the customers account.

If you do not have print record 93 set up or if your print record 93 is set to something other than "SMS (Silent)" then please Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page, who will quickly set up the print record or configure the "Retention Centre" to use an alternative.

See Also

• How do I use the Retention Centre?
• How do I Send an Email from Platinum?
• How do I send an SMS Message from Platinum?

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Keywords AND Misspellings

Retention, Centre, Print, Record, Need, Require, SMS, Message, Letter, Email