How do I configure the Retention Centre?
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Summary
This article will explain how to configure the Retention Centres and actions within these.
More Information
The Retention Centre is a hub to automate and simplify regular actions required to maintain good relations with customers and foster the best possible business relationship with them. The purpose of this software is to help you to retain customers and thus maximise your business by staying in touch with customers in various ways and reminding them of significant events.
Configure Retention Action Times
Each Action within the Retention Centre can be configured to run within a time frame of the event. To configure a Retention action within the Workshop :
- Go to " Workshop Maintenance Options Parameters Retention Centre Parameters".
- Select the Action you wish to edit and press <F2> or click [Details].
- In the "From" and "To" you can enter the range of number of days leading up to an event you want the Retention Centre to report on.
- For example if you want to send out service reminders between 30 and 15 days before the service is due you would enter '30' in "From" and '15' in "To".
- This will output the service reminder for the vehicle as long as the retention centre is processed between 30 and 15 days before the service is due.
- If you do not want a retention action to be performed then enter '0' in the "From" and "To" fields.
