Customer Follow-up: Settings Tab
The Settings tab displays the existing messages and the settings for queuing and purging messages.
To configure Customer Follow-up Messages:
- You can perform the following functions for messages:
To configure Auto Queue Settings:
- Select or de-select the following queue options to enable or disabled them:
-
Auto queue - ALLDATA® ManageSM Welcome Letters: Can be automatically queued to be sent to a new customer when the Customer record is created.
-
Auto queue - ALLDATA MANAGE Thank You Letters: Can be automatically queued to be sent to a customer when the customer has an invoice posted.
-
Auto queue - ALLDATA MANAGE Service Reminder Letters: Can be automatically queued to be sent to a customer when the customer has an invoice posted.
-
Auto queue - ALLDATA MANAGE Recommendation Letters: Can be automatically queued to be sent to a customer when the customer has a Recommendation created.
-
-
When you are done with the Customer Follow-up >> Settings tab, click Close.
To configure Auto Purge Settings:
-
Select or de-select the following purge options to enable or disabled them:
-
Delete queued message after ___ days: Enter the desired number of days between queuing the message and deleting it.
-
Delete processed message after ___ days: Enter the desired number of days between processing the message and deleting it.
-
-
Enter the desired number of days between queuing/processing and purging.
-
When you are done with the Customer Follow-up >> Settings tab, click Close.