Difference between revisions of "How do I make my Retention Centre letters show my site address?"

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{{Review}}
 
== Summary ==
 
== Summary ==
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This article explains how you can check and prevent too many messages being sent from the retention centre
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Your site address will print on your Retention Centre letters. It will either use a specific file which is stored within the Platinum data folder or the address details entered for each site within {{RP}}.
  
 
== More Information ==
 
== More Information ==
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For example go to the Customer Retention Centre by going to {{Menu|Systems|{{RP}}|Customer Retention Centre}}
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The majority of sites will be using a data file for the company address. Alternatively you can check the Site Address in the Site Details
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* Click {{Menu|Regular Processes}} and let the list collate.
 
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* Once the list has finished you can sort the list by Customer by clicking the {{DataPrompt|Code}} field.
 
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* Now scan through the list to see if there are two lines there for the same customer and if there is highlight the one you don't wish to send and click the {{Button|Hold}} button at the top of the screen to put them off til the next time.
 
  
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=== Example Situation ===
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* Go to {{Menu|Systems|{{RP}}|Maintenance Options|System Administrator|Site File Maintenance}}.
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Mr John Smith brought a car this time two years ago but is also due a service at this point. The system would show a service reminder in the retention centre and also a after sales thank you letter from the vehicle sales side. In this case the after sales thank you could be put on hold for a week or so and then sent later to avoid sending both at the same time.
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* Press {{KeyPress|F1}} to scroll through your sites.
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* If the address is incorrect you may edit it here. If it is blank do not edit this as you may be using a data file for your document formats.
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{{SupportContact}} for further assistance.
  
 
== See also ==
 
== See also ==
 
* [[How do I use the Retention Centre?]]
 
* [[How do I use the Retention Centre?]]
  
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{{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, SALES, BIRTHDAY, CHRISTMAS, WISHES, GREETINGS, BDAY, XMAS, RETEN, MARKET, MARKETING, BULK EMAIL, BULK TEXTS, BULK MAIL, Hold, UnHold}}   
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{{KB_Tags|RETENTION, CENTRE, USE, REMINDERS, SERVICE, M.O.T., MOT, THANK, YOU, LETTER, MEDIA, CUSTOMER, MARKETING, CONTACT, LETTERS,MESSAGE, MESSAGES, BULK, FOLLOW,UP, FOLLOWUP, RETEN, MARKET, MARKETING, BULK MAIL, site address}}   
 
{{KB_ST}} {{KB_WS}} {{KB_VS}} {{ZN_Admin}}
 
{{KB_ST}} {{KB_WS}} {{KB_VS}} {{ZN_Admin}}

Revision as of 15:54, 26 April 2016

 This article or section is under review.
Be aware: Content may change as the document is reviewed.

Summary

Your site address will print on your Retention Centre letters. It will either use a specific file which is stored within the Platinum data folder or the address details entered for each site within Reports & Settings.

More Information

The majority of sites will be using a data file for the company address. Alternatively you can check the Site Address in the Site Details

  • Go to " Systems Reports & Settings Maintenance Options System Administrator Site File Maintenance".
  • Press <F1> to scroll through your sites.
  • If the address is incorrect you may edit it here. If it is blank do not edit this as you may be using a data file for your document formats.

Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page for further assistance.

See also


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Keywords AND Misspellings
RETENTION, CENTRE, USE, REMINDERS, SERVICE, M.O.T., MOT, THANK, YOU, LETTER, MEDIA, CUSTOMER, MARKETING, CONTACT, LETTERS,MESSAGE, MESSAGES, BULK, FOLLOW,UP, FOLLOWUP, RETEN, MARKET, MARKETING, BULK MAIL, site address
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