CRM Phase 3 - Flipbook - Page 41
STEP
PROCESS
STEP 1
From within the campaign, select the Ignored Customers tab.
The display screen will show the customer record number, customer name, first line of
address and the reason for not including the record within the selection process. Such
examples may include a customer record set for deletion, letters flag set to 819 for
no correspondence, stop all mail flag or direct mail flag set to no mail.
STEP 2
To review the CRM record, double click on the record and the CRM customer record is
made available.
At this stage the CRM record can be amended, Click on Edit from the toolbar and
amend as required. Once completed click on Exit from the toolbar and the Ignored
Customers list is presented once more.
Note: If the customer record is amended to stop the restriction of sending mail it will
not automatically be added to the Customers list, refer to Step 3.
STEP 3
To add a customer to the Customers list from the Ignored Customers list, right click
the required record and select Add to active list. The record will disappear from
Ignored Customers and will be added to the Customers list awaiting the printing of the
letters.
Note: If the CRM customer record still has mail restrictions flagged the next time this
record is selected within Campaigns it will automatically appear within Ignored
Customers.
Refer to process 02.030.08 L2 Printing Letters to continue with the mailshot.
Campaigns – Ignored Customers
02.030.07.L3 9304E
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