What print records do I need for the Retention Centre?

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Summary

This article will explain 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 does, one for printing letters, one for sending emails and one for SMS Messages.

Letter Print Record

The Retention Centre uses 'Print Record 1' to print out the letters, which is generally set to the Windows Default printer.

This printer should be a Windows Printer not a Dot Matrix Printer, as the letter will include your company logo 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 and is set to 'Silent' which means once you start the Retention Centre processing its tasks, it will not prompt for a email address and will simply use the email stored against the customer's account.

If you do not have print record '94', 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] tab:
      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\Outbox\'.
  • 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. 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 editing them to go to the new 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 Messages. 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 customer's 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. There are items that can only be set up by the support team here.

See also


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Keywords AND Misspellings
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