How do I create a custom Retention Centre action?

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".
• 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.
    • To select the output option you will need to:
      • Click on the output option you want to set.
      • Press <F2>.
      • On "Output type:" select either 'Report' to use a standard or custom report or a 'Message'.
        1. 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 {{DataValue|Custom} report.
           • "Report Code:" - The 'Unique Code' of the report.
        2. 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.
  • Once happy with the parameters set in the custom retention centre action click [Close] or press <Esc> to save the action.