How do I stop the Retention Centre sending messages?

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

• How do I stop PDI's from appearing in the Retention Centre?
• How do I control the number of messages the Retention Centre sends?
• How do I filter out customers I don't want to contact?

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