Difference between revisions of "How do I create a custom Retention Centre action?"
Robert Hearn (talk | contribs) (→Selecting Media Output) |
Robert Hearn (talk | contribs) (→Selecting Media Output) |
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==== Selecting Media Output ==== | ==== Selecting Media Output ==== | ||
− | In order to select the output option you will need to click on the output option you want to set | + | In order to select the output option you will need to click on the output option you want to set and press {{KeyPress|F2}}. |
− | + | *On {{DataPrompt|Output type:}} select either {{DataValue|Report}} to use a standard/user report or a {{DataValue|Message}}. | |
− | + | #If you selected {{DataValue|Report}} then you will need to select the: | |
− | + | #*{{DataPrompt|Report system:}} - Which part of the system the report is located, whether it be {{DataValue|Reports & Parameters}}, {{DataValue|Vehicle Sales}} or {{DataValue|Workshop}}. | |
− | + | #*{{DataPrompt|Report type:}} - Whether or not the report is a {{DataValue|System}} or a {{DataValue|User}} report. | |
− | + | #*{{DataPrompt|Report Code:}} - The {{DataValue|Unique Code}} of the report. | |
− | + | #If you selected {{DataValue|Message}} then you will need to {{DataValue|type}} out what the {{DataPrompt|Message:}} is to read. | |
− | + | *Once happy with the configuration click {{Button|Close}} or press {{KeyPress|Esc}} to save the settings. | |
− | |||
− | Now that you have created a new action and have assigned the media output you will need to save the set-up, this is done by simply exiting out of the "Customer Retention Parameters". | + | |
+ | {{Note|Now that you have created a new action and have assigned the media output you will need to save the set-up, this is done by simply exiting out of the "Customer Retention Parameters".}} | ||
=== Triggering the Action to Run === | === Triggering the Action to Run === |
Revision as of 13:56, 5 November 2012
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
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This article or section is under development. Be aware: Content will change as the document progresses. |
Contents
Summary
This article will explain how to create a custom Retention Centre Action.
More Information
In Order to create a custom "Retention Centre" Action you will need go to:
- " Reports & Parameters Maintenance Options System Administrator Retention Centre Parameters". The reason to come here is because it holds all the "Retention Centre" parameters, so you can create a Vehicle Sales, Workshop or normal customer "Retention Centre".
Creating the Action
Now that you are in the retention centre parameters you will need to create a new action, to do this you will need to:
- Press <Alt+F10> to create a new Retention Centre.
- On "Action:" enter a 'Description' for the action.
- On "System:" select which system the retention centre applies to. Either 'Accounts', 'Vehicle' or 'Workshop'.
- Enter the amount of days from the event to which the action will be triggered in both the:
- "From:" which is the upper limit of days.
- "To:" which is the lower limit of days.
- If the retention centre is to have a follow up then:
- Enter the 'User Code' of the "Sales person to pursue:".
- The amount of 'days' in the "Follow days:" before pursuing the retention centre action.
- Enter the 'User Code' of the employee who the follow up task will be created in the "Employee task:".
- Enter the Media Preference by entering a number from '0' to '3' against "Mail:", "SMS:" and "E-mail:".
Entering '0' here will disable the media type. Entering '3' makes the media your preferred method and entering a '1' sets it to the least preferred method of contact. - If you want the Retention Centre action to print out an address label in conjunction with the "Mail:" media preference, set "Labels:" to 'Yes'.
- On "Block days:" enter the amount of 'days' that will block the repetition of the retention centre action.
- Select the "Report range:" on whether the retention centre action will be produced by 'Account', 'Vehicle' or 'Job'.
All that is left, is to assign the media output, whether this is a report or a message.
Selecting Media Output
In order to select the output option you will need to click on the output option you want to set and press <F2>.
- On "Output type:" select either 'Report' to use a standard/user report or a 'Message'.
- If you selected 'Report' then you will need to select the:
- "Report system:" - Which part of the system the report is located, whether it be 'Reports & Parameters', 'Vehicle Sales' or 'Workshop'.
- "Report type:" - Whether or not the report is a 'System' or a 'User' report.
- "Report Code:" - The 'Unique Code' of the report.
- If you selected 'Message' then you will need to 'type' out what the "Message:" is to read.
- Once happy with the configuration click [Close] or press <Esc> to save the settings.
Now that you have created a new action and have assigned the media output you will need to save the set-up, this is done by simply exiting out of the "Customer Retention Parameters". |
Triggering the Action to Run
In order to trigger the newly created Retention Centre Action you will need to add a filter that commands how the action runs.