How do I stop the Retention Centre sending messages?

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Summary

This article will explain how to stop the Retention Centre sending messages permanently.

More Information

There may be a need to stop the Retention Centre sending messages out for a unit for numerous reasons:

  • The unit has been scrapped.
  • The customer has sold the unit.

There are two ways of doing this, either by editing the unit directly or when taking a booking in the workshop.

Editing the Unit Directly

First we need to find the unit so go to " Unit Sales Add or Edit Units" and enter the information you have to search for the unit, e.g. 'Registration number'.

  • Select the correct unit.
  • Press <F5> to edit the unit.
  • Click on the [Features] tab.
  • Choose the "Marketing" Category.
  • Choose the 'Message Exclusion Feature' from the "Unallocated" column and double click to allocate it or use <F5> to allocated the feature.
  • Press <Esc> and accept the changes to the unit.

While Creating a Workshop Job

  • Search for the customer in the workshop job.
  • You will see a list of all the units that customer has registered to their account.
  • If the customer no longer owns one of these units, use the <Ctrl+F10> Mark as MSX option. This will have the same effect as the first option above.

See also


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Keywords AND Misspellings
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