Customer Follow-up: Customer Message Queue Tab
The Customer Message Queue tab displays the queued Customer Follow-up messages.
- Use this tab to locate messages to process or delete.
To determine the queued messages to display:
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Select a message type in the Message to Process field.
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The Message to Process drop-down box allows you to select one of the following types of messages:
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ALLDATA® ManageSM Recommendation Letter
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ALLDATA Manage Service Repair Letter
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ALLDATA Manage Welcome Letter
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ALLDATA Manage Thank You Letter
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Any message types that you created
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Use the Date From and Date To drop-down boxes to select the earliest and latest dates to be included.
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Use the Filter By option to select a message format to include in the list:
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ALLDATA® MarketSM Email - This feature is no longer available
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ALLDATA Manage Mail Merge
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All
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Click Fetch.
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Result: The Queued Message grid is updated to list only those matching the Selection Criteria.
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To process queued messages:
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To preview the layout of an ALLDATA Market Email message, highlight a single Customer Follow-up message with the ALLDATA Market Email format (ALLDATA Manage Mail Merge formatted messages cannot be previewed) and click Preview.
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Using the Process boxes, select the Customer Follow-up messages that you want to work with.
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Select a print option to apply to the selected messages.
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Letters and Mailing Labels: This option triggers both the mailing label information and the letters information to be sent to the Microsoft Word program.
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Letters only: This option triggers only the letters information to be sent to the Microsoft Word program.
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Click Process to process the selected messages in the selected print format.
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Result:
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ALLDATA Manage Mail Merge: The messages open in Microsoft Word to allow you to print the messages and mailing labels.
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Note: If Microsoft Word is not installed on your computer, functions that require Microsoft Word will be deactivated.
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ALLDATA Manage Mail Merge messages will be processed.
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When you return to the Customer Message Queue tab, the processed messages are moved from the Customer Message Queue list to the Processed Messages list.
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Click Close.